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How to Add Recurring Products to Your Products List in Documents and Contracts

What's new? You can now add recurring products to your product list in Document Builder If your product has a set up fee associated, it would show up as…

1 min read249 words4 explained imagesUpdated Fri, 2 Aug, 2024 at 10:28 AM
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What's new?
  • You can now add recurring products to your product list in Document Builder
Screenshot 2024-07-15 at 5 What this shows You can now add recurring products to your product list in Document Builder What this shows Illustrates "How to Add Recurring Products to Your Products List in Documents and Contracts". This screenshot appears in "How to Add Recurring Products to Your Products List in Documents and Contracts". The text alongside this image reads: You can now add recurring products to your product list in Document Builder. Immediately after, the guide continues: If your product has a set up fee associated, it would show up as a separate row item. Image 1 of 4 What this coversYou can now add recurring products to your product list in Document Builder Next stepIf your product has a set up fee associated, it would show up as a separate row item
All 2 steps in this procedure
  1. If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
  2. You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document.
  • If your product has a set up fee associated, it would show up as a separate row item
Screenshot 2024-07-15 at 5 What this shows If your product has a set up fee associated, it would show up as a separate row item What this shows Illustrates "How to Add Recurring Products to Your Products List in Documents and Contracts". This screenshot appears in "How to Add Recurring Products to Your Products List in Documents and Contracts". The text alongside this image reads: If your product has a set up fee associated, it would show up as a separate row item. Immediately after, the guide continues: If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice. You can also add a recurring schedule to your Document templates with capability to…. Image 2 of 4 What this coversIf your product has a set up fee associated, it would show up as a separate row item Next stepIf you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice. You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document.
All 2 steps in this procedure
  1. If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
  2. You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document.
  • If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
  • You can also add a recurring schedule to your Document templates 
    with capability to assign start date as the completed date of the document.
Screenshot 2024-07-15 at 5 What this shows If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice. What this shows Illustrates "How to Add Recurring Products to Your Products List in Documents and Contracts". This screenshot appears in "How to Add Recurring Products to Your Products List in Documents and Contracts". The text alongside this image reads: If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice. You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document. Immediately after, the guide continues: Add a product list to your document. Image 3 of 4 What this coversIf you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice. You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document. Next stepAdd a product list to your document
All 2 steps in this procedure
  1. If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
  2. You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document.
How to use?
  • Add a product list to your document
Screenshot 2024-07-15 at 5 What this shows Add a product list to your document What this shows Illustrates "How to Add Recurring Products to Your Products List in Documents and Contracts". This screenshot appears in "How to Add Recurring Products to Your Products List in Documents and Contracts". The text alongside this image reads: Add a product list to your document. For context, this section explains: You can now add recurring products to your product list in Document Builder. Immediately after, the guide continues: Add recurring as well as one time products in the product list If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in…. Image 4 of 4 What this coversAdd a product list to your document Next stepAdd recurring as well as one time products in the product list If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well) Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One time if none was added) Set up fee associated with a product is shown separately in the product list
All 2 steps in this procedure
  1. If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
  2. You can also add a recurring schedule to your Document templates with capability to assign start date as the completed date of the document.
  • Add recurring as well as one time products in the product list
  • If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well)
  • Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One time if none was added)
  • Set up fee associated with a product is shown separately in the product list
Why did we build it?
  • In our effort to streamline acceptance of invoices after Document Signature, recurring products and set up fee of products were stopping a lot of you from using contracts. No longer.
What's next on Payments via Documents and Contracts
  • 2 In 1 Documents: Showing invoice directly after primary signer signs the document
  • One time Deposit: Collecting a %age of the total product value in the invoice

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