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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 ->…

4 min read948 words14 explained imagesUpdated Wed, 12 Aug at 1:38 PM
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On this page
  1. Send from a New Document
  2. Configurations
  3. Direct Payment
  4. Send Invoice
  5. Auto‑Payment
  6. Live Mode (true/false)
  7. How to Automate 2 in 1 Documents: Save as a Template & Automate with Send Documents & Contracts Action
  8. Tracking
  9. Tips & Edge Cases
  10. Frequently Asked Questions

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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

Send from a New Document 

  1. Go to Payments › Documents & Contracts › New Document.

    Step 1 of 7: Go to Payments › Documents & Contracts › New Document What this shows Step 1 of 7: Go to Payments › Documents & Contracts › New Document. What this shows Shows where to go for step 1 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 1 of 7Image 1 of 14 Where to goGo to Payments › Documents & Contracts › New Document.
    Fields in this part of the guide What happens at signing
    Buttons and menus referenced Primary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
    Next stepAdd a the Primary signer.
    All 7 steps in this 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 What this shows Step 2 of 7: Add a the Primary signer. What this shows Shows what this covers for step 2 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 2 of 7Image 2 of 14 What this coversAdd a the Primary signer.
    Fields in this part of the guide What happens at signing
    Buttons and menus referenced Primary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
    Next stepAdd Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.
    All 7 steps in this 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… What this shows Step 3 of 7: Add Product List. What this shows Shows what this covers for step 3 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 3 of 7Image 3 of 14 What this coversAdd Product List. Item types determine whether the list is One‑time or Recurring; tags appear automatically.
    Fields in this part of the guide What happens at signing
    Buttons and menus referenced Add Product ListOne‑timeRecurringtagsPrimary signerShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
    Next stepYou 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.
    All 7 steps in this 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… What this shows Step 4 of 7: You can also use Show image in list to display or hide the product image. What this shows Shows what this covers for step 4 of 7 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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). Step 4 of 7Image 4 of 14 What this coversYou 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 in this part of the guide What happens at signing
    Buttons and menus referenced Show image in listPrimary signerAdd Product ListOne‑timeRecurringtagsConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
    Next stepPick configurations you need (see quick callouts; full details in Configurations below):
    All 7 steps in this 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… What this shows Step 1 of 2: If a One time product is added - The invoice type is set to One time. What this shows Shows what to fill in for step 1 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 1 of 2Image 5 of 14 What to fill inIf 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 in this part of the guide What happens at signing
      Buttons and menus referenced Primary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
      Next stepIf 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.
      All 2 steps in this 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… What this shows Step 1 of 2: If a One time product is added - The invoice type is set to One time. What this shows Shows what to fill in for step 1 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 1 of 2Image 6 of 14 What to fill inIf 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 in this part of the guide What happens at signing
      Buttons and menus referenced Primary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
      Next stepIf 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.
      All 2 steps in this 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… What this shows Step 2 of 2: If one or more recurring product is added in the product list -> the invoice type changes to Recurring. What this shows Shows what to fill in for step 2 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 2 of 2Image 7 of 14 What to fill inIf 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 in this part of the guide What happens at signing
      Buttons and menus referenced Primary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
      All 2 steps in this 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… What this shows Step 2 of 2: If one or more recurring product is added in the product list -> the invoice type changes to Recurring. What this shows Shows what to fill in for step 2 of 2 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 2 of 2Image 8 of 14 What to fill inIf 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 in this part of the guide What happens at signing
      Buttons and menus referenced Primary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoiceredirected
      All 2 steps in this 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… What this shows Step 4 of 4: Only the primary signer is redirected. What this shows Shows what this covers for step 4 of 4 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 4 of 4Image 9 of 14 What this coversOnly the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.
      Fields in this part of the guide What happens at signing
      Buttons and menus referenced primary signerPrimary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoice
      All 4 steps in this 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… What this shows Step 4 of 4: Only the primary signer is redirected. What this shows Shows what this covers for step 4 of 4 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 4 of 4Image 10 of 14 What this coversOnly the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.
      Fields in this part of the guide What happens at signing
      Buttons and menus referenced primary signerPrimary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoice
      All 4 steps in this 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… What this shows Step 4 of 4: Only the primary signer is redirected. What this shows Shows what this covers for step 4 of 4 in the "Send from a New Document" section of "Automatically Generate Invoices from Signed Documents & Contracts". 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. Step 4 of 4Image 11 of 14 What this coversOnly the primary signer is redirected. Others just sign. An invoice email is also sent when enabled.
      Fields in this part of the guide What happens at signing
      Buttons and menus referenced primary signerPrimary signerAdd Product ListOne‑timeRecurringtagsShow image in listConfigurationsafter signingSendWhat happens at signingredirected to invoice
      All 4 steps in this 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 What this shows Step 5 of 7: Save the template. What this shows Shows how to confirm for 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". 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. Step 5 of 7Image 12 of 14 How to confirmSave the template.
    Fields in this part of the guide What happens at signing (same rules):
    Buttons and menus referenced SaveSignatureAdd Product Listwhenat signingfuture date/dayDirect PaymentSend InvoiceAuto-PaymentWorkflowsAction: Send Documents & ContractsWhat happens at signing
    Next stepOpen 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.
    All 7 steps in this 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… What this shows Step 6 of 7: Open Workflows → add Action: Send Documents & Contracts → select your template. What this shows Shows where to go for 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". 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). Step 6 of 7Image 13 of 14 Where to goOpen 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 in this part of the guide What happens at signing (same rules):
    Buttons and menus referenced WorkflowsAction: Send Documents & ContractsSignatureAdd Product Listwhenat signingfuture date/dayDirect PaymentSend InvoiceAuto-PaymentSaveWhat happens at signing
    Next stepWhat happens at signing (same rules):
    All 7 steps in this 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… What this shows Step 6 of 7: Open Workflows → add Action: Send Documents & Contracts → select your template. What this shows Shows where to go for 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". 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). Step 6 of 7Image 14 of 14 Where to goOpen 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 in this part of the guide What happens at signing (same rules):
    Buttons and menus referenced WorkflowsAction: Send Documents & ContractsSignatureAdd Product Listwhenat signingfuture date/dayDirect PaymentSend InvoiceAuto-PaymentSaveWhat happens at signing
    Next stepWhat happens at signing (same rules):
    All 7 steps in this 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.

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).

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.

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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