**Title:** Simplifying Your Payment Processes: New Recurring Payments Feature in 2in1 Documents
**Introduction**
In today’s fast-paced business environment, small to medium-sized business owners, service providers, coaches, consultants, and CRM users need efficient and streamlined processes to manage their finances. That’s why we’re excited to introduce a game-changing feature in our 2in1 Documents: support for recurring payments. This update makes it easier to collect payments immediately after a document is signed. Say goodbye to the days of handling one-time payment hassles and hello to a more automatic and hassle-free payment system.
**What’s New?**
HighLevel’s new update allows you to include recurring payment support directly within your contracts and documents. Before this, only one-time payments were possible. Now, when a recurring payment schedule aligns with the signing date, the signee is immediately redirected to the invoice. If not, the invoice is conveniently sent on the scheduled date. This feature is a significant time-saver for CRM users who are looking for integrated and automated solutions to manage their payments efficiently.
**How to Use It?**
To harness the power of recurring payments in your 2in1 Documents, follow these simple steps:
1. **Go to Documents and Contracts:** Initiate the process by navigating to your documents section.
2. **Create a New Document:** Here, you can add a product list and introduce a recurring product. Set the frequency for the recurring payment as needed.
3. **Payment Schedule and Signatures:** If the payment schedule coincides with the day of signing, the user is redirected immediately to settle the invoice. Otherwise, the invoice dispatches on the predetermined date, enhancing your workflow automation.
4. **Enable Direct Payment:** Head over to the payment settings to activate direct payment, ensuring seamless transaction processes.
5. **Send the Document:** Forward the document to your user. Upon signing, they’ll be redirected to the recurring invoice promptly if the signing day matches the scheduled date. This seamless integration strengthens your service’s reliability and efficiency.
**Conclusion**
Introducing recurring payments into your documentation process can significantly ease out payment collections post-signing. It’s a feature designed to smooth the financial operations for HighLevel users like small business owners, coaches, and consultants. This seamless integration not only saves time but also keeps your payment processes organized and efficient.
Looking to future improvements, we’re working on enabling deposits and starting recurring schedules dynamically based on the signing date. If you’re excited about leveraging A.I. automation and CRM tools like Kajabi, HubSpot, or ClickFunnels, now’s the perfect time to start.
**Call to Action**
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