# Automatically Generate Invoices from Signed Documents & Contracts

> How to get a Document signed and collect payment immediately? Make it easy for clients to sign a document and pay in one flow . 1. Add a product list ->…

- Source: https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/automatically-generate-invoices-from-signed-documents-contracts
- Section: Documents & Contracts / Documents and Contracts
- Reading time: 4 min
- Images: 14, each explained below
- Modified on Wed, 12 Aug at 1:38 PM

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# **How to get a Document signed and collect payment immediately?**

Make it easy for clients to **sign a document and pay in one flow**.  

1\. Add a product list -> Enable Direct Payments -> Send the document -> User signs and gets redirected to invoice immediately

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## **Send from a New Document** 

1.  Go to **Payments › Documents & Contracts › New Document**.  
    
    
![Step 1 of 7: Go to Payments › Documents & Contracts › New Document](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051365192/original/Vc1wvMN6oETE-ZfL0WmBUl5YOBBL-lyvyw.png)

**Step 1 of 7: Go to Payments › Documents & Contracts › New Document**

This screenshot accompanies step 1 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you go to Payments › Documents & Contracts › New Document. This part of the guide covers 1 field, listed below. The next step is to add a the Primary signer.
- Where to go: Go to Payments › Documents & Contracts › New Document.
- Fields: What happens at signing
- Controls: Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected
- Next: Add a the Primary signer.

Full procedure:

1. Go to Payments › Documents & Contracts › New Document.  <- this image
2. Add a the Primary signer.
3. Add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.
4. You can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.
5. Pick configurations you need (see quick callouts; full details in Configurations below):
6. Send the document.
7. What happens at signing

    
2.  Add a the **Primary signer**.  
    
    
![Step 2 of 7: Add a the Primary signer](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051366150/original/yOa2RSTtVxoTgsulKr-slgKZelwoZszJ2g.png)

**Step 2 of 7: Add a the Primary signer**

This screenshot accompanies step 2 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you add a the Primary signer. For context, this section explains: Go to Payments › Documents & Contracts › New Document. Add a the Primary signer. Add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically. You can also use Show image in list to display or hide the product image. When adding a new product from the…. This part of the guide covers 1 field, listed below. The next step is to add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.
- What this covers: Add a the Primary signer.
- Fields: What happens at signing
- Controls: Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected
- Next: Add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.

Full procedure:

1. Go to Payments › Documents & Contracts › New Document.
2. Add a the Primary signer.  <- this image
3. Add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.
4. You can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.
5. Pick configurations you need (see quick callouts; full details in Configurations below):
6. Send the document.
7. What happens at signing

    
3.  **Add Product List**. Item types determine whether the list is **One‑time** or **Recurring**; **tags** appear automatically.  
    
    
![Step 3 of 7: Add Product List. Item types determine whether the list is One‑time or…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051366166/original/JCxJUNJo-GPfNfUveyySJsp7N7q-NHoV3A.png)

**Step 3 of 7: Add Product List. Item types determine whether the list is One‑time or…**

This screenshot accompanies step 3 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically. This part of the guide covers 1 field, listed below. The next step is to you can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.
- What this covers: Add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.
- Fields: What happens at signing
- Controls: Add Product List, One‑time, Recurring, tags, Primary signer, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected
- Next: You can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.

Full procedure:

1. Go to Payments › Documents & Contracts › New Document.
2. Add a the Primary signer.
3. Add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.  <- this image
4. You can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.
5. Pick configurations you need (see quick callouts; full details in Configurations below):
6. Send the document.
7. What happens at signing

    
4.  You can also use **Show image in list** to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.
    
    
![Step 4 of 7: You can also use Show image in list to display or hide the product…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155078276159/original/adVtdg-UjKEX9YHIMENTsfOKyYG319kiyA.png)

**Step 4 of 7: You can also use Show image in list to display or hide the product…**

This screenshot accompanies step 4 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you you can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list. This part of the guide covers 1 field, listed below. The next step is to pick configurations you need (see quick callouts; full details in Configurations below).
- What this covers: You can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.
- Fields: What happens at signing
- Controls: Show image in list, Primary signer, Add Product List, One‑time, Recurring, tags, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected
- Next: Pick configurations you need (see quick callouts; full details in Configurations below):

Full procedure:

1. Go to Payments › Documents & Contracts › New Document.
2. Add a the Primary signer.
3. Add Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.
4. You can also use Show image in list to display or hide the product image. When adding a new product from the document editor, you can upload its image before adding the product to the list.  <- this image
5. Pick configurations you need (see quick callouts; full details in Configurations below):
6. Send the document.
7. What happens at signing

    
    1.  If a One time product is added - The invoice type is set to One time.  
          
        \- You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right.  
          
        \- From the Payments section in the left side - you can set the configurations as per your need.  
        
        
![Step 1 of 2: If a One time product is added - The invoice type is set to One time…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051366432/original/bhM_qquIzDeGHIaeNvYDXLWPjyCP0u23cQ.png)

**Step 1 of 2: If a One time product is added - The invoice type is set to One time…**

This screenshot accompanies step 1 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you if a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need. This part of the guide covers 1 field, listed below. The next step is to if one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.
- What to fill in: If a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need.
- Fields: What happens at signing
- Controls: Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected
- Next: If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.

Full procedure:

1. If a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need.  <- this image
2. If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.

        
        
![Step 1 of 2: If a One time product is added - The invoice type is set to One time…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051366606/original/jTxRkj0ltdrXRljZlzTpKmYOovynXZ20xA.png)

**Step 1 of 2: If a One time product is added - The invoice type is set to One time…**

This screenshot accompanies step 1 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you if a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need. This part of the guide covers 1 field, listed below. The next step is to if one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.
- What to fill in: If a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need.
- Fields: What happens at signing
- Controls: Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected
- Next: If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.

Full procedure:

1. If a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need.  <- this image
2. If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.

        
    2.  If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.
        
        
![Step 2 of 2: If one or more recurring product is added in the product list -> the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051366786/original/3I3qx7U4b4K_DFgdFusKaZgxiZVMbtJN8A.png)

**Step 2 of 2: If one or more recurring product is added in the product list -> the…**

This screenshot accompanies step 2 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you if one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left. This part of the guide covers 1 field, listed below.
- What to fill in: If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.
- Fields: What happens at signing
- Controls: Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected

Full procedure:

1. If a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need.
2. If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.  <- this image

        
        
![Step 2 of 2: If one or more recurring product is added in the product list -> the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051366803/original/kYuN_Ssu2furPuvhpj6ug9l1pn1EcDxEtw.png)

**Step 2 of 2: If one or more recurring product is added in the product list -> the…**

This screenshot accompanies step 2 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you if one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left. This part of the guide covers 1 field, listed below.
- What to fill in: If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.
- Fields: What happens at signing
- Controls: Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice, redirected

Full procedure:

1. If a One time product is added - The invoice type is set to One time. - You can select a product and change it to an optional item and make its quantities editable if needed from the properties section in the right. - From the Payments section in the left side - you can set the configurations as per your need.
2. If one or more recurring product is added in the product list -> the invoice type changes to Recurring. One document can only have one recurring frequency which can be chosen from the Invoice frequency settings in the left.  <- this image

        
5.  Pick configurations you need (see quick callouts; full details in **Configurations** below):
    
    -   **Direct Payment — ON:** Redirect primary signer to pay **after signing** if an invoice exists at signing.
        
    -   **Send Invoice — ON:** Email the invoice when it’s generated (at signing or on the schedule).
        
    -   **Auto‑Payment — ON:** Autocharge future recurring invoices.
        
    -   **Test vs. live payments are controlled by your payment setup (not a Documents & Contracts template setting)**.
        
6.  **Send** the document.
    
7.  **What happens at signing**
    
    -   **One‑time:** Primary signer is **redirected to invoice** to pay immediately.
        
    -   **Recurring (start = at signing):** Primary signer is **redirected** to pay the first invoice immediately.
        
    -   **Recurring (start = later):** No redirect at signing; first invoice is created/sent on the schedule.
        
    -   Only the **primary signer** is redirected. Others just sign. An invoice email is also sent when enabled.  
        
        
![Step 4 of 4: Only the primary signer is redirected. Others just sign. An invoice…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051377741/original/FhMDhzp-cjaHCYGpgeMe2J7kWShDM-7Kfw.png)

**Step 4 of 4: Only the primary signer is redirected. Others just sign. An invoice…**

This screenshot accompanies step 4 of 4 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled. This part of the guide covers 1 field, listed below.
- What this covers: Only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.
- Fields: What happens at signing
- Controls: primary signer, Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice

Full procedure:

1. One‑time: Primary signer is redirected to invoice to pay immediately.
2. Recurring (start = at signing): Primary signer is redirected to pay the first invoice immediately.
3. Recurring (start = later): No redirect at signing; first invoice is created/sent on the schedule.
4. Only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.  <- this image

        
        
![Step 4 of 4: Only the primary signer is redirected. Others just sign. An invoice…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051377746/original/DMsUuq7mMmekdg22i3kkmQ0eY48hKef_cg.png)

**Step 4 of 4: Only the primary signer is redirected. Others just sign. An invoice…**

This screenshot accompanies step 4 of 4 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled. This part of the guide covers 1 field, listed below.
- What this covers: Only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.
- Fields: What happens at signing
- Controls: primary signer, Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice

Full procedure:

1. One‑time: Primary signer is redirected to invoice to pay immediately.
2. Recurring (start = at signing): Primary signer is redirected to pay the first invoice immediately.
3. Recurring (start = later): No redirect at signing; first invoice is created/sent on the schedule.
4. Only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.  <- this image

        
        
![Step 4 of 4: Only the primary signer is redirected. Others just sign. An invoice…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051377750/original/sB6OGo-MXbkH1NKMODO-DsO_q2rRCSntPQ.png)

**Step 4 of 4: Only the primary signer is redirected. Others just sign. An invoice…**

This screenshot accompanies step 4 of 4 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled. This part of the guide covers 1 field, listed below.
- What this covers: Only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.
- Fields: What happens at signing
- Controls: primary signer, Primary signer, Add Product List, One‑time, Recurring, tags, Show image in list, Configurations, after signing, Send, What happens at signing, redirected to invoice

Full procedure:

1. One‑time: Primary signer is redirected to invoice to pay immediately.
2. Recurring (start = at signing): Primary signer is redirected to pay the first invoice immediately.
3. Recurring (start = later): No redirect at signing; first invoice is created/sent on the schedule.
4. Only the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.  <- this image

        

---

## **Configurations** 

### **Direct Payment**  

-   **ON:** If an invoice exists at signing, the **primary signer** is redirected to the invoice page immediately after signing; invoice email also goes out.
    
-   **OFF:** No redirect; payer uses the emailed invoice (or you send it later from drafts).
    

### **Send Invoice**

-   **ON:** Automatically emails the invoice when generated (at signing or on schedule).
    
-   **OFF:** Keeps the invoice as **draft** so you can review and send manually.
    

### **Auto‑Payment**  

-   **ON:** Saves card (supported gateways) and **autocharges** subsequent invoices in the recurring schedule or ones with payment schedules.
    
-   **OFF:** Payer pays each issued invoice manually.
    

> Auto‑Payment affects **recurring** schedules. One‑time is paid during the immediate checkout.

### **Live Mode (true/false)**  

-   Documents & Contracts templates do not include a Live Mode toggle. If you need to test, use a payment experience that supports Test/Live mode (for example, invoices or payment links) or your gateway’s test configuration.”
    

---

## **How to Automate 2 in 1 Documents: Save as a Template & Automate with Send Documents & Contracts Action**  

1.  Go to **Payments › Documents & Contracts › Templates › New Template**.
    
2.  Insert **Signature** fields and **Add Product List** (types + tags auto).
    
3.  For recurring, choose **when** the schedule starts: **at signing** or on a **future date/day**.
    
4.  Configure **Direct Payment**, **Send Invoice**, and **Auto-Payment** as needed.
    
5.  **Save** the template.  
    
    
![Step 5 of 7: Save the template](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051377851/original/8YcFgpdyieAbTCU_6H9pvaF3n-Ltf8qtmA.jpeg)

**Step 5 of 7: Save the template**

This screenshot accompanies step 5 of 7 in the "How to Automate 2 in 1 Documents: Save as a Template & Automate with Send Documents & Contracts Action" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you save the template. For context, this section explains: Go to Payments › Documents & Contracts › Templates › New Template. Insert Signature fields and Add Product List (types + tags auto). For recurring, choose when the schedule starts: at signing or on a future date/day. Configure Direct Payment, Send Invoice, and Auto-Payment as needed. Save the…. This part of the guide covers 1 field, listed below. The next step is to open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.
- How to confirm: Save the template.
- Fields: What happens at signing (same rules):
- Controls: Save, Signature, Add Product List, when, at signing, future date/day, Direct Payment, Send Invoice, Auto-Payment, Workflows, Action: Send Documents & Contracts, What happens at signing
- Next: Open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.

Full procedure:

1. Go to Payments › Documents & Contracts › Templates › New Template.
2. Insert Signature fields and Add Product List (types + tags auto).
3. For recurring, choose when the schedule starts: at signing or on a future date/day.
4. Configure Direct Payment, Send Invoice, and Auto-Payment as needed.
5. Save the template.  <- this image
6. Open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.
7. What happens at signing (same rules):

    
6.  Open **Workflows** → add **Action: Send Documents & Contracts** → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.  
    
    
![Step 6 of 7: Open Workflows → add Action: Send Documents & Contracts → select your…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051377889/original/d5kwC0KoHoruWVoaZv12ywCt9yS0UcPzIQ.jpeg)

**Step 6 of 7: Open Workflows → add Action: Send Documents & Contracts → select your…**

This screenshot accompanies step 6 of 7 in the "How to Automate 2 in 1 Documents: Save as a Template & Automate with Send Documents & Contracts Action" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled. This part of the guide covers 1 field, listed below. The next step is to what happens at signing (same rules).
- Where to go: Open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.
- Fields: What happens at signing (same rules):
- Controls: Workflows, Action: Send Documents & Contracts, Signature, Add Product List, when, at signing, future date/day, Direct Payment, Send Invoice, Auto-Payment, Save, What happens at signing
- Next: What happens at signing (same rules):

Full procedure:

1. Go to Payments › Documents & Contracts › Templates › New Template.
2. Insert Signature fields and Add Product List (types + tags auto).
3. For recurring, choose when the schedule starts: at signing or on a future date/day.
4. Configure Direct Payment, Send Invoice, and Auto-Payment as needed.
5. Save the template.
6. Open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.  <- this image
7. What happens at signing (same rules):

    
    
![Step 6 of 7: Open Workflows → add Action: Send Documents & Contracts → select your…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051377931/original/IfaA7MfDcYDTmeQN6G5ejMZOkqkCUNNXVg.jpeg)

**Step 6 of 7: Open Workflows → add Action: Send Documents & Contracts → select your…**

This screenshot accompanies step 6 of 7 in the "How to Automate 2 in 1 Documents: Save as a Template & Automate with Send Documents & Contracts Action" section of "Automatically Generate Invoices from Signed Documents & Contracts". At this point in the walkthrough you open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled. This part of the guide covers 1 field, listed below. The next step is to what happens at signing (same rules).
- Where to go: Open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.
- Fields: What happens at signing (same rules):
- Controls: Workflows, Action: Send Documents & Contracts, Signature, Add Product List, when, at signing, future date/day, Direct Payment, Send Invoice, Auto-Payment, Save, What happens at signing
- Next: What happens at signing (same rules):

Full procedure:

1. Go to Payments › Documents & Contracts › Templates › New Template.
2. Insert Signature fields and Add Product List (types + tags auto).
3. For recurring, choose when the schedule starts: at signing or on a future date/day.
4. Configure Direct Payment, Send Invoice, and Auto-Payment as needed.
5. Save the template.
6. Open Workflows → add Action: Send Documents & Contracts → select your template. Once the workflow is triggered, the signer receives the document. Once Primary user signs the document -> they are redirected to the invoice if direct payments were enabled.  <- this image
7. What happens at signing (same rules):

    
7.  **What happens at signing** (same rules):
    
    -   One‑time or Recurring (start = at signing) → **redirect** primary signer to pay.
        
    -   Recurring (start = later) → **no redirect**; first invoice arrives per schedule.
        

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## **Tracking**  

-   **Payments › Documents & Contracts:** Document + signing + payment status in one place.
    
-   **Payments › Invoices:** Each invoice record and payment status (including recurring schedule progress and auto‑payment results).
    

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## **Tips & Edge Cases**

-   **Weekly example:** If the schedule is **every Thursday** and signing completes on Thursday, the first invoice is generated **immediately** → redirect applies. Otherwise, the first invoice is sent on the **next Thursday**.
    
-   **Multiple recipients:** Only the **primary signer** is redirected to pay.
    
-   **Setup fees:** Show as a **one‑time** line on the first invoice; only the recurring line continues.
    
-   **Mixing items:** One‑time items bill on the first invoice; recurring items follow the schedule.
    

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## **Frequently Asked Questions**

1.  **Why didn’t my client get redirected after signing?**  
    Either **Direct Payment** is OFF, or there wasn’t an invoice **at signing** (e.g., recurring starts later). Enable Direct Payment and, for recurring, set start = **at signing**.
2.  **Where do I track progress?**  
    In **Documents & Contracts** (document-level status) and **Invoices** (invoice/payment status, schedules, auto‑payment results).
3.  **Can I mix one‑time and recurring items?**  
    Yes. The product list tags show types. One‑time bills first; recurring continues as per the schedule.
4.  **I had a payment schedule in my document, but the invoice was not generated**
    
    This usually happens when one of the payment schedule dates goes past the invoice due date. This often occurs if the first payment was set using a Custom date. To avoid this, set the first payment to “Upon primary signature” so the schedule aligns correctly and the invoice can be generated.
    
5.  **Can I send invoices in “test mode” from a Documents & Contracts template?**  
    Documents & Contracts templates don’t include a “Live Mode” toggle. To run test payments, use a payment flow that supports **Test/Live mode** (such as Payment Links or invoice sending options) or your gateway’s test configuration.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com