Collect Payments During eSignature with the Payment Item Field

Need to collect payment at the same time as a signature? Well you can with the Docusign eSignature payment item field.

In order to use the payment item field, you first need to connect a payment gateway within your Docusign eSignature Admin settings. Navigate to Admin > Payments. Docusign is compatible with many of the major eCommerce platforms. Choose your provider and login to connect your account.

Once a payment gateway has been connected to your account, you can add the payment item field to your eSignature envelopes or envelope templates.

Configuring the payment item field is easy! You’ll have a few properties to customize:

• Choose whether the payment will be required vs optional - in some cases, like a donation, you may not want to require payment.
• Choose the payment type - do you want to collect payment at this time OR are you looking to save payment information for future or recurring charges?
• Choose your payment gateway - here you can select the payment gateway you connected in your Admin settings.
• Configure the payment amount - are you charging a fixed amount, allowing the amount to be entered by the signer, or basing the amount off of a formula?
• Enter payment information - you can enter basic information like item name, sku, or details to pass back to your payment gateway.

It’s that easy! Once you configure the field and send an envelope out for signature, recipients will be able to sign and will be prompted to pay based on the field properties. The payment will officially be processed once the envelope is marked as ‘Completed’. For more information on Docusign Payments, check out this Support article.

Continue the Conversation

Have you utilized the payment item field?