To create a document with online payment enabled, navigate to Sales or Estimates > select relevant Lead or Estimate > Documents > and in the top right, click + Document.
Choose to create a blank document or use a saved template. Customise your document setup using the drop-down menu on the right.
To enable payment upon signing, navigate to Payment and tick the check box. If there is no Xero contact saved for this lead, a banner will be displayed. If you already have a Xero contact saved, skip to step 4.
To add a Xero contact, navigate to Details > scroll down to Xero contact, choose an existing contact, or add a new one.
Once you have enabled payment on signing, you can add a description of what the payment relates to, which will appear on the Xero invoice once the document is signed.
Next, set a Payment $ amount and indicate whether GST is applicable.
ℹ️ The payment amount entered is tax-inclusive by default.
Once you are happy with the formatting and content of the document, click Send for Signing.
The client will receive an email notifying them that they are required to sign the document. Once signed, they will be redirected to a page where they will be asked to enter their card details to process the payment.
⚠️ Payment is processed via Stripe, a secure and trusted online portal.