hello, is there a video where you show how to input the values for this. Im not doing correctly not getting anywhere with this. much appreciated for your help
Question. Is there a way for me to accept payments based on terms? For example, total amount $5000 on invoice, but to get this in contract, I require a $1500 deposit. Would there be an option for Docusign to charge $1500 then split the payment into 3 or 4 equally and charge on a specific date?
I’m not sure tbh. You’d need to read payment processors’ documentation to see how you can automate future charges. I’m guessing it can be easily done with stripe or PayPal
How do make a power form? Did you create it outside of the docusign and then download it? Our business is a plumbing service, we send estimates that need signed and I want to implement the payment on the same document I am sending. What do you suggest to do that?
When I send my clients a docusign I want them to be able to select a payment option (either pay by ACH or credit card). I have my clients pay a 3% convenience fee on all credit card transactions. Can you set this up to charge them this if they pay by credit card?
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hello, is there a video where you show how to input the values for this. Im not doing correctly not getting anywhere with this. much appreciated for your help
Question. Is there a way for me to accept payments based on terms? For example, total amount $5000 on invoice, but to get this in contract, I require a $1500 deposit. Would there be an option for Docusign to charge $1500 then split the payment into 3 or 4 equally and charge on a specific date?
I’m not sure tbh. You’d need to read payment processors’ documentation to see how you can automate future charges. I’m guessing it can be easily done with stripe or PayPal
How do make a power form? Did you create it outside of the docusign and then download it? Our business is a plumbing service, we send estimates that need signed and I want to implement the payment on the same document I am sending. What do you suggest to do that?
Create a template, add a payment integration and send the envelope to the client.
How does this work for subscriptions?
When I send my clients a docusign I want them to be able to select a payment option (either pay by ACH or credit card). I have my clients pay a 3% convenience fee on all credit card transactions. Can you set this up to charge them this if they pay by credit card?
No you can’t change the payment amount depending on the payment method.
Any idea how I could utilize this in terms of accepting ACH through plaid for example?
Im not sure I understand the question but you can accept ACH payments with this
do clients really use this feature to pay? or are they hesitant to give information to unknown third party?
I never had an issue because these payment processors are established businesses. Stripe, PayPal...
Does this option still work? I tried to find Payments in setting and even on paid plan there is no such option
It’s available in Business Pro, as long as your not on a trial.