To use this feature,before sending your Document or Contract to a customer you'll need to enable direct payment.
Setting Up
Navigate to the Documents & Contracts tab inside the Payments section.
Access the Settings by clicking the gear icon.
Navigate to the Product Invoicing section.
Toggle on Direct Payment.
Click Save.
Using Direct Payment
Inside the Documents & Contracts tab click the + New to upload or create a new document from scratch.
Create your document as normal, at this step, you have to include a product list element with at least one product.
Select a primary recipient, this person will be prompted to complete payment directly.
Click send and select a channel to deliver the Document to your client.
The customer will be prompted to fill out their assigned fields and complete the payment.
And there you have it, this will allow you to simplify contract signing and payments into a single flow This improves the user experience by speeding up the payment process after signing for everyone ensuring that there is the least amount of resistance, and aiding your bottom line.