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Documents & Contracts: How to automate sending invoices when documents are signed

What's New? We are excited to introduce Recurring Invoice Generation integrated directly into our 2-in-1 Documents & Contracts feature. This enhancement…

2 min read500 words14 explained imagesUpdated Wed, 17 Dec, 2025 at 9:46 AM
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On this page
  1. What's New?
  2. How to Use
  3. For Templates
  4. Configuring Recurring Invoice settings within the product list
  5. Workflow Configuration
  6. - I had a payment schedule in my document, but the invoice was not generated

What's New?

We are excited to introduce Recurring Invoice Generation integrated directly into our 2-in-1 Documents & Contracts feature. This enhancement allows users to automate the creation and management of recurring invoices seamlessly at the time of document signing. Key updates include:

  • Automated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the settings drawer for easy configuration.
    Step 1 of 4: Automated Settings Drawer: When adding a product list to a new… What this shows Step 1 of 4: Automated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the… What this shows Shows what this covers for step 1 of 4 in the "What's New?" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 1 of 4 in the "What's New?" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you automated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the settings drawer for easy configuration. The next step is to automatic Recurring Type Assignment: Adding a recurring product changes its type to recurring automatically. Step 1 of 4Image 1 of 14 What this coversAutomated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the settings drawer for easy configuration.
    Buttons and menus referenced Recurring Invoice Generation
    Next stepAutomatic Recurring Type Assignment: Adding a recurring product changes its type to recurring automatically.
    All 4 steps in this procedure
    1. Automated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the settings drawer for easy configuration. this image
    2. Automatic Recurring Type Assignment: Adding a recurring product changes its type to recurring automatically.
    3. Price Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types.
    4. Flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date.
  • Automatic Recurring Type Assignment: Adding a recurring product changes its type to recurring automatically.
  • Price Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types.
    Step 3 of 4: Price Type Tags: Visual tags indicate whether a product is one-time or… What this shows Step 3 of 4: Price Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types. What this shows Shows what to fill in for step 3 of 4 in the "What's New?" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 3 of 4 in the "What's New?" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you price Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types. The next step is to flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date. Step 3 of 4Image 2 of 14 What to fill inPrice Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types.
    Buttons and menus referenced Recurring Invoice Generation
    Next stepFlexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date.
    All 4 steps in this procedure
    1. Automated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the settings drawer for easy configuration.
    2. Automatic Recurring Type Assignment: Adding a recurring product changes its type to recurring automatically.
    3. Price Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types. this image
    4. Flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date.
  • Flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date.
    Step 4 of 4: Flexible Invoice Scheduling: Users can now choose to generate invoices… What this shows Step 4 of 4: Flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to… What this shows Shows what to choose for step 4 of 4 in the "What's New?" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 4 of 4 in the "What's New?" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date. Step 4 of 4Image 3 of 14 What to chooseFlexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date.
    Buttons and menus referenced Recurring Invoice Generation
    All 4 steps in this procedure
    1. Automated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the settings drawer for easy configuration.
    2. Automatic Recurring Type Assignment: Adding a recurring product changes its type to recurring automatically.
    3. Price Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types.
    4. Flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date. this image

How to Use

For Templates

  1. Create a New Template:

    • Navigate to Payments > Documents & Contracts > Templates > New Template.
      Step 1 of 1: Navigate to Payments > Documents & Contracts > Templates > New Template What this shows Step 1 of 1: Navigate to Payments > Documents & Contracts > Templates > New Template. What this shows Shows where to go for step 1 of 1 in the "For Templates" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 1 of 1 in the "For Templates" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you navigate to Payments > Documents & Contracts > Templates > New Template. The navigation path used here is Payments > Documents. This part of the guide covers 3 fields, listed below. Step 1 of 1Path: Payments > DocumentsImage 4 of 14 Where to goNavigate to Payments > Documents & Contracts > Templates > New Template.
      Fields in this part of the guide Configure Recurring Products:Distinguish Product Types:Note:
      Buttons and menus referenced PaymentsDocuments & ContractsTemplatesNew Template

  2. Add a Product List and Signature:

    • Add a product list to your template.
    • Insert a signature element where required.
      Step 2 of 2: Insert a signature element where required What this shows Step 2 of 2: Insert a signature element where required. What this shows Shows what this covers for step 2 of 2 in the "For Templates" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "For Templates" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you insert a signature element where required. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 5 of 14 What this coversInsert a signature element where required.
      Fields in this part of the guide Configure Recurring Products:Distinguish Product Types:Note:
      Buttons and menus referenced PaymentsDocuments & ContractsTemplatesNew Template
      All 2 steps in this procedure
      1. Add a product list to your template.
      2. Insert a signature element where required. this image

  3. Configure Recurring Products:

    • Add a recurring product to the product list.
    • The settings drawer will automatically open for configuration.
      Step 2 of 2: The settings drawer will automatically open for configuration What this shows Step 2 of 2: The settings drawer will automatically open for configuration. What this shows Shows what this covers for step 2 of 2 in the "For Templates" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "For Templates" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you the settings drawer will automatically open for configuration. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 6 of 14 What this coversThe settings drawer will automatically open for configuration.
      Fields in this part of the guide Configure Recurring Products:Distinguish Product Types:Note:
      Buttons and menus referenced PaymentsDocuments & ContractsTemplatesNew Template
      All 2 steps in this procedure
      1. Add a recurring product to the product list.
      2. The settings drawer will automatically open for configuration. this image

  4. Distinguish Product Types:

    • The product list will display distinctions between one-time and recurring products.
    • Note:
      • One-Time Products: Always treated as one-time payments.
      • Recurring Products with Setup Fee: Displayed as two line items—one for the recurring payment and another for the one-time setup fee.
      • Only recurring products will be billed in subsequent invoices sent

Configuring Recurring Invoice settings within the product list

  1. Generate Invoice at Signing:

    • Toggle On:Creates a recurring invoice schedule with the first invoice generated at the time of signing. Subsequent invoices follow the defined frequency (e.g., monthly).
      • Example: If a document is signed on January 25th with a monthly schedule, the next invoice is sent on February 25th.
    • Toggle Off: Allows users to set a specific date for the invoice to be sent, regardless of the signing date.

  2. Enable Direct Payment:

    • Toggle On: Redirects the primary signer directly to the invoice page after signing and sends an email with the invoice.
    • Toggle Off: The invoice is saved as a draft and can be sent manually later.
      Step 2 of 2: Toggle Off: The invoice is saved as a draft and can be sent manually… What this shows Step 2 of 2: Toggle Off: The invoice is saved as a draft and can be sent manually later. What this shows Shows what to choose for step 2 of 2 in the "Configuring Recurring Invoice settings within the product list" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "Configuring Recurring Invoice settings within the product list" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you toggle Off: The invoice is saved as a draft and can be sent manually later. This part of the guide covers 2 fields, listed below. Step 2 of 2Image 7 of 14 What to chooseToggle Off: The invoice is saved as a draft and can be sent manually later.
      Fields in this part of the guide Generate Invoice at Signing:Enable Direct Payment:
      All 2 steps in this procedure
      1. Toggle On: Redirects the primary signer directly to the invoice page after signing and sends an email with the invoice.
      2. Toggle Off: The invoice is saved as a draft and can be sent manually later. this image
      Step 2 of 2: Toggle Off: The invoice is saved as a draft and can be sent manually… What this shows Step 2 of 2: Toggle Off: The invoice is saved as a draft and can be sent manually later. What this shows Shows what to choose for step 2 of 2 in the "Configuring Recurring Invoice settings within the product list" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "Configuring Recurring Invoice settings within the product list" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you toggle Off: The invoice is saved as a draft and can be sent manually later. This part of the guide covers 2 fields, listed below. Step 2 of 2Image 8 of 14 What to chooseToggle Off: The invoice is saved as a draft and can be sent manually later.
      Fields in this part of the guide Generate Invoice at Signing:Enable Direct Payment:
      All 2 steps in this procedure
      1. Toggle On: Redirects the primary signer directly to the invoice page after signing and sends an email with the invoice.
      2. Toggle Off: The invoice is saved as a draft and can be sent manually later. this image

Workflow Configuration

  1. Save the Template:

    • After configuring, save your template.
      Step 1 of 1: After configuring, save your template What this shows Step 1 of 1: After configuring, save your template. What this shows Shows how to confirm for step 1 of 1 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 1 of 1 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you after configuring, save your template. For context, this section explains: Save the Template: Configure Workflow: Send and Complete: Track Payments. This part of the guide covers 3 fields, listed below. Step 1 of 1Image 9 of 14 How to confirmAfter configuring, save your template.
      Fields in this part of the guide Configure Workflow:Send and Complete:Track Payments:
      Buttons and menus referenced WorkflowsDocumentsInvoices

  2. Configure Workflow:

    • Go to Workflows and set up a new workflow using the saved template.
      Step 1 of 1: Go to Workflows and set up a new workflow using the saved template What this shows Step 1 of 1: Go to Workflows and set up a new workflow using the saved template. What this shows Shows where to go for step 1 of 1 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 1 of 1 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you go to Workflows and set up a new workflow using the saved template. This part of the guide covers 3 fields, listed below. Step 1 of 1Image 10 of 14 Where to goGo to Workflows and set up a new workflow using the saved template.
      Fields in this part of the guide Configure Workflow:Send and Complete:Track Payments:
      Buttons and menus referenced WorkflowsDocumentsInvoices

  3. Send and Complete:

    • Once the workflow is triggered, the signer receives the document with the attached invoice.
    • After signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup.
      Step 2 of 2: After signing, the primary signer is redirected to the invoice for… What this shows Step 2 of 2: After signing, the primary signer is redirected to the invoice for immediate payment. What this shows Shows what this covers for step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you after signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 11 of 14 What this coversAfter signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup.
      Fields in this part of the guide Configure Workflow:Send and Complete:Track Payments:
      Buttons and menus referenced WorkflowsDocumentsInvoices
      All 2 steps in this procedure
      1. Once the workflow is triggered, the signer receives the document with the attached invoice.
      2. After signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. this image
      Step 2 of 2: After signing, the primary signer is redirected to the invoice for… What this shows Step 2 of 2: After signing, the primary signer is redirected to the invoice for immediate payment. What this shows Shows what this covers for step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you after signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 12 of 14 What this coversAfter signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup.
      Fields in this part of the guide Configure Workflow:Send and Complete:Track Payments:
      Buttons and menus referenced WorkflowsDocumentsInvoices
      All 2 steps in this procedure
      1. Once the workflow is triggered, the signer receives the document with the attached invoice.
      2. After signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. this image
      Step 2 of 2: After signing, the primary signer is redirected to the invoice for… What this shows Step 2 of 2: After signing, the primary signer is redirected to the invoice for immediate payment. What this shows Shows what this covers for step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you after signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 13 of 14 What this coversAfter signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup.
      Fields in this part of the guide Configure Workflow:Send and Complete:Track Payments:
      Buttons and menus referenced WorkflowsDocumentsInvoices
      All 2 steps in this procedure
      1. Once the workflow is triggered, the signer receives the document with the attached invoice.
      2. After signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. this image
      Step 2 of 2: After signing, the primary signer is redirected to the invoice for… What this shows Step 2 of 2: After signing, the primary signer is redirected to the invoice for immediate payment. What this shows Shows what this covers for step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". This screenshot accompanies step 2 of 2 in the "Workflow Configuration" section of "Documents & Contracts: How to automate sending invoices when documents are signed". At this point in the walkthrough you after signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. This part of the guide covers 3 fields, listed below. Step 2 of 2Image 14 of 14 What this coversAfter signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup.
      Fields in this part of the guide Configure Workflow:Send and Complete:Track Payments:
      Buttons and menus referenced WorkflowsDocumentsInvoices
      All 2 steps in this procedure
      1. Once the workflow is triggered, the signer receives the document with the attached invoice.
      2. After signing, the primary signer is redirected to the invoice for immediate payment. An email with the invoice is also sent as a backup. this image

  4. Track Payments:

    • Monitor payments through the Documents section or the Invoices section.

FAQs

- 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.

Frequently asked questions

What's New?
We are excited to introduce Recurring Invoice Generation integrated directly into our 2-in-1 Documents & Contracts feature. This enhancement allows users to automate the creation and management of recurring invoices seamlessly at the time of document signing. Key updates include: Automated Settings Drawer: When adding a product list to a new template or document, clicking the product list automatically opens the settings drawer for easy configuration. Automatic Recurring Type Assignment: Adding a recurring product changes its type to recurring automatically. Price Type Tags: Visual tags indicate whether a product is one-time or recurring, helping users differentiate between pricing types. Flexible Invoice Scheduling: Users can now choose to generate invoices immediately upon signing or based on a fixed schedule relative to the signing date.

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