**New Features:**
– Users can create templates/documents with a product list; clicking it opens settings.
– Recurring product type auto-changes to recurring upon addition.
– Recurring products display tags differentiating price types.
– Invoices can now be generated at signing time, allowing for monthly/weekly schedules based on signing date.
**Usage Instructions:**
1. Create a new template under Payments -> Documents & Contracts.
2. Add product list and signature element.
3. Add recurring products; settings open automatically.
4. Distinction between one-time and recurring products is displayed.
5. Options include:
– Generate invoice at signing (first invoice due at signing).
– Enable direct payment (redirect after signing).
– Enable send invoice (draft invoice saved if toggled off).
6. Save the template and configure workflows with it.
7. Upon signing, users receive invoice and are redirected to it.
**For Individual Documents:**
– Use similar configuration as templates.
**Purpose:**
– Automates workflows for service companies with setup and recurring fees.
**Future Plans:**
– Introduce payment schedules for deposits and auto payments.