How do I add a payment to a document?
Adding payment to a document is easy to do once you have a payment provider integrated. PandaDoc integrates with several payment providers:
Once one of these is integrated with your PandaDoc workspace, it is best to add the payment option to the template, so you do not have to worry about or forget to do it when you send the document.
With the template open, click on the 4th icon down on the right of the screen; This is the Apps Icon. Next, click +add in the payment section.
Once added, a new screen will appear on the right. Here you need to add which Role will be responsible for payment, currency, payment amount, and payment method - you can have both Credit Card and Bank Transfer turned on if your provider allows it.
And that’s it, your template and documents are ready to go for payment collection.
Quick Notes:
- What does payment look like from the recipient’s point of view? You can read up on this here.
- How can I set up recurring charges? You cannot do this within PandaDoc, unfortunately, but you can set this up on a few of the integration sites: Square, Stripe, and Authorize.net.
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Hi Christian,
For partial payments, you can do this from the document or the template:
However, since the payment is handled by an outside processor you would need to set up the second payment through the integration partner (Stripe, PayPal, etc).
One internal solution may be to use the 'Transfer data from one document to another' feature. Basically, it allows you to send more than one document per deal. You can generate a new document based on an existing one that will automatically include your client’s data and pricing details.
Thanks!
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