Consistent Items in Documents & Contracts

Documents and contracts are essential tools for setting clear and transparent expectations between you and your clients. They help ensure both parties are on the same page and provide an accessible way to outline terms. For products that require recurring payments and may have unique terms, using documents and contracts can simplify the process and make everything more efficient.

With this approach, you can manage both invoicing and contracts in one location, keeping all the necessary details neatly organized. This reduces confusion, enhances communication, and helps maintain a smooth process between you and your clients.

How to Begin: Head to the "Documents" section within the Payments tab and create a new document by clicking "New."

After creating the document, click the "+" symbol to insert the Product List element.

You can now add the items you want, including both one-time and recurring products in the same element.

Setting It Up: After listing the products, click on any of the recurring products to open a menu on the right-hand side where you can define the invoicing frequency.

If there's a setup fee associated with the product, it will be displayed separately.

And that’s it! You’ve now successfully added recurring products to your documents and contracts. This tool can be used for various purposes, including waivers for subscription deposits, setting service terms, and more. It helps ensure clients understand any additional terms, minimizing potential disputes and keeping everything well-organized.

Key Points to Remember:

• If both one-time and recurring products are on the same list, the one-time product will not result in a recurring charge for your clients.
• You can also set the start date for recurring payments based on when the document is completed.