Our Collect Payments feature enables your signers to provide credit card payment information securely while they fill out and sign your RightSignature documents. Collect Payments is ideal for your proposals, estimates, engagement letters, credit card authorization forms, and any other document in which customers agree to make payment.
Your customers’ credit card information is stored and processed securely by the online payment processing service Stripe which is certified as PCI Service Provider Level 1, the highest certification in the industry.
With Collect Payments, you have the following two options for collecting payments on your RightSignature documents:
- Immediately charge the customer a fixed amount. Use this option to collect a payment for a pre-determined amount. The charge is processed immediately when the document is signed.
- Store a credit card number for later billing. This option allows you to collect and store the customer’s credit card details, then charge the card as needed in the future or set up a recurring payment plan.
Here’s how it works:
Charge Fixed Amount
To send a one-time document, login to RightSignature and click Send a Document. Next, upload your document and designate your signers and options, then click Next Step to proceed to the Document Overlay screen. Once Payments is enabled on your account, you will see the new Payment tool in the toolbox on the left hand side of your document.
Click the Payment tool, then drag and drop a payment box onto your document. In the Basic Options menu that appears, click the “Select Payment Action” menu and click “Charge Fixed Amount.” Next, enter the amount you’d like to charge. When your document is finished, click Send for Signature.
When your customer opens your document to sign, the Payment box will appear as a button that reads “Authorize Payment”. Your signer simply clicks on the button, then enters the credit card information, reviews the charge amount, and clicks “Authorize”.
As soon as your customer signs and submits the document, the credit card data is securely transmitted to Stripe, and the credit card is charged the specified amount.
Collect Credit Card
You can also use the Payments feature to collect credit card information in order to charge your customer later. To do so, create a one-time RightSignature document, Reusable Template, or Online Form, and proceed to the Document Overlay screen. Next, drag and drop a Payment box onto your document. Under the Basic Options tab, navigate to the “Select Payment Action” menu and then click “Collect Credit Card”. When your document is finished, click Send for Signature.
When your customer opens your document to sign it, the Payment box will appear as a button that reads “Add Credit Card”. Your signer clicks the button, then enters the credit card information and clicks “Submit”.
When your signer is finished signing your document, the credit card information is securely transferred to your connected Stripe account, but your customer will not be charged immediately. Instead, you will access Stripe to charge the customer’s card whenever you need to, or you can setup automatic recurring billing.
To do so, navigate to your RightSignature dashboard and select the document in which you collected your customer’s credit card. Then, scroll down to Payment Details. If the credit card was collected successfully, you will see a green checkmark and the word Success. Click Success, then click the View Customer button to view your customer in Stripe.
To charge your customer’s card whenever you need to, scroll down to Payments, then click “Create Payment”. Next, input an amount and a description. Then click “Charge Customer.
To charge your customer a recurring amount automatically (such as a monthly fee), access the Customer page in Stripe, then scroll down to Subscriptions and click “Add Subscription”. Select an existing subscription plan, or create a new one and click the Add Subscription button.
Viewing Your Payment Information
You can view information about all your previous payments in the RightSignature dashboard. On the dashboard, all your documents that included a payment are marked with a Payment icon. Click on the document in your dashboard to see the full payment information, including a full audit log of the payment history.
You can also view an overview of your previous payment requests in the RightSignature dashboard under the Payments tab. Here, all your previous payments are listed together for your convenience.
Activating Payments on Your RightSignature Account
Contact our friendly support team to request that the Collect Payments feature be enabled on your account. Next, login to RightSignature and click on Account, then Integrations, and find and click on the Stripe icon. Then, click the Activate button.
You will be prompted to create a new Stripe merchant processing account (a simple, one-page application form). If you already have an account, simply click Login to Stripe at the top of the screen. Once you are finished, your RightSignature account will be linked to your Stripe account and the Payments feature will be activated.