How do I add a payment to a document?
Place a payment block in the editor and set the amount, currency, and labels.
You collect a payment by adding a payment block to a document in the editor. The signer then pays that amount as part of signing.
Connect Stripe first
A payment block only works once your Stripe account is linked. If you haven't done this yet, see Connect Stripe.
Add and configure the payment block
- Open the document in the editor and add a Payment block where you want the payment to appear.
- Set the Amount. You can enter a Fixed amount (an amount plus a currency), or choose Link to a table to use a pricing, quote, or invoice total already in the document.
- If you chose a fixed amount, pick the currency. Presets include USD, EUR, GBP, AUD, CAD, INR, JPY, and SGD, or choose Custom.
- Choose when to collect the payment — after signing completes, or before the envelope can be completed. See When the payment is collected.
- Set the labels the signer sees: Title, Button label, and Description.
Link to a table for dynamic totals
Link to a table ties the charge to a pricing, quote, or invoice total in the document, so the amount stays in sync with what's on the page instead of being typed in by hand.
Multiple payment buttons
If you add more than one payment button, the extra buttons mirror the primary one, so the signer is charged a single, consistent amount. The amount is verified on the server before any card is charged, and card payments are processed by Stripe.