Collect payment with e-sign requests and proposals

You can send an e-sign request that requires payment to sign. Any one of the signers may pay. Once one signer pays, others can sign without paying.

1. Ensure invoicing is enabled in your Encyro account. If not, follow these instructions: Enable Invoicing
2. Click Compose E-Sign in the left menu.
3. Add information such as signers, files, subject, email introduction, and sender reminders.
4. Towards the bottom, click Require payment. In the dialog that opens:
   1. Specify information about the customer. This person will appear under the BILL TO heading when payment is made for the e-sign request (regardless of which recipient pays).
   2. Click Next.
   3. Add line items. Line items are the individual services or products that you sre billing the customer for. Click Add line item to add a line item. In the form that opens, enter the line item description, quantity, and price. Then click OK. Repeat the process for any other services or products.
   4. Click Next.
   5. Optionally, add any fees, discounts, or taxes.
   6. Click Next.
   7. Select the types of payment you wish to accept. By default, Google Pay, Credit Card, and ACH are selected.
   8. Click Next. You will be shown a success message. Click Next again. Payment requirement has now been set up for this e-sign request.
5. Click Next.
6. Add signature boxes and any needed annotations.
7. Send the e-sign request as usual.