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How Can I Request a Payment from the Document Preparation Screen Using WeSignature Payments?

  1. Check the "Request Payment" Box:
    • Locate the “Request Payment” option at the bottom right of the document preparation screen.
    • Check the box to enable payment request.
  2. Select the Signer:
    • From the drop-down menu, select the name of the signer you want to invoice.
  3. Enter the Amount:
    • In the “Amount” box, enter the amount of money you are invoicing the signer.
  4. Important Note: To Set Up WeSignature Payments:
    • To use this feature, ensure you’ve set up WeSignature Payments or are using one of our integrated payment partners.
    • There is a setup process for this feature—please contact the WeSignature team to get signed up.