February 5

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Deposits and Payment Plans on Documents & Contracts!

By GoEXELA Zap

February 5, 2025


**New Features:**
– Users can now add dynamic payment schedules to product lists in Documents and Contracts.
– Schedules can activate based on signing date or a fixed date.
– Auto payment feature can be toggled for subsequent payments.
– Signers can view payment details.
– Automatic redirection to the invoice post-signature if direct payments are enabled.

**Usage Instructions:**
1. Navigate to Documents and Contracts -> Add a product list.
2. Select “add payment schedule.”
3. Set first payment due date and configure subsequent payments.
4. Save to display schedule in the product list.
5. Enable auto payments for automatic deductions.

**Purpose:**
Facilitates deposit collection upon document signing.

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