Collecting payments from signatories

 

HappyToSign provides the option to collect payment from signatories on signing a document. This can be used purposes like receiving a down payment for a contract on signing, collecting a fee against a contract and more. To collect payments

  1. Click on “Send document” button on the right side of the navigation bar to create a document.
    For more info about how to create a document for signing click here
  2. Add recipients to whom you would like to send the document to.
  3. On the list of recipients you will see a “$” sign. Click on the sign to open a popup where you will see a field to enter the amount to be collected from the recipients.

    Be sure to read and understand the transaction fees  that will be deducted from the amount received.

  4. Enter the amount you wish to collect and click the tick button. You can change the amount by clicking on the amount again.
  5. If you are requesting to collect payments for the first time, then while sending the document, you will get a popup where you are required to enter your Business information and Bank account details to which the payment received from the signatories will be transferred to.