Client payments

Forum|Forum|2 years ago
March 18, 2024
4 replies
152 views

I need to know if I void an active envelope with a paid invoice, does that void the payment totally

eSignature

Best answer by David.Schmitz

@Ldowner If there is a situation that you are noting that falls outside the expectation such as the payment being processed even with the envelope being voided, I would create a DocuSign Support case with the relevant details, envelope id, payment type etc, so DocuSign can investigate the issue.

D

David.Schmitz

Hero

@Ldowner Per the following FAQ document on Payments, if the envelope is voided prior to all Recipients who need to take action have completed those actions, then the payment is not made. See the second bullet point.

https://support.docusign.com/s/articles/DocuSign-Payments-FAQ

When is payment made?

If there is only one recipient signing the document, the payment will be made right away.
If others have been asked to sign the document, payment will be made as soon as everyone who has to sign has signed and the envelope is complete. If anyone who needs to sign declines to sign the document, the envelope is voided and payment will not be made.
If there are multiple signers for the document, and one of them declines to sign, the payment will not be made. Payments are only made after all signatures are collected and the document is complete.

L

Ldowner

Author

New Voice

That’s what I thought but I keep getting phone calls stating that the 1st payment that they made still shows it going through even though the envelope was voided.

D

David.Schmitz

Answer

Hero

@Ldowner If there is a situation that you are noting that falls outside the expectation such as the payment being processed even with the envelope being voided, I would create a DocuSign Support case with the relevant details, envelope id, payment type etc, so DocuSign can investigate the issue.

C

Christopher.Alpizar

Docusign Employee

Hi @Ldowner,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

When is payment made?

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.