How do I add a payment to a document?

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    Christian Wilhelm

    I was sent here from another question on how to do a partial payment. This only shows how to do a full payment. How do I set it up to pay 50% upon signing and 50% upon completion of work?

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    Rocky Dohmen

    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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