Saved Payment Methods

What is a Saved Payment?

Saved Payment Methods allows senders to save their signer’s payment method to their payment gateway for future charges. This enables future one-off charges (i.e. late fees) and recurring payments that the sender can configure in their payment gateway dashboard.

  • Senders add a “future payment” tag to the document in the sending experience, with the option to only save payment method or collect payment and save payment method.

    Sending Saved Payments

  • Signers see the existing payment popup with modified content stating that their payment method is being saved by the sender and that they agree to the payment terms in the agreement

 
Saved Payments

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