How do I request a payment from a client?

Log into Your WeSignature Account

• Access your account by logging in with your username and password.

Navigate to the Dashboard

• From the dashboard, drag and drop the files you want to send for signature.

Upload the Document

• Click on “Get Started.” WeSignature supports formats such as PDF and Word.
• After selecting your file, it will upload automatically. Confirm the document has uploaded correctly before proceeding.

Add Signers

• Specify the recipients who need to sign the document. Enter their names and email addresses. You can add multiple signers and assign each signer a specific signing order if required.
• Set Signing Order (Optional): Enable the signing order feature if you need the document signed in a particular sequence.

Enable Payment Collection

• Select the payment option to request a payment as part of the signature process.
• Enter Payment Amount and Details: Specify the amount the signer needs to pay. This integration allows the signer to complete the payment immediately upon signing.
• Choose Payment Methods (Optional): Depending on the account setup, you may be able to specify accepted payment methods, such as credit card or ACH.

Customize Document Fields

• Add fields to the document where signers need to take action, such as:
  • Signature: Signer’s signature field.
  • Date: The signature date.
  • Initials: Initial boxes, if needed.
  • Text Fields: Any other necessary information, like names or identification numbers.

Add a Message to the Signer (Optional)

• Include a personal message or instructions for the signer. This can help clarify the purpose of the document and the payment requirement.

Review and Send

• Double-check all details, including the document, fields, signers, and payment information.
• Click “Send for Signature.” The signers will receive an email with a link to review, sign, and complete the payment.

Track Document and Payment Status

• Use the WeSignature dashboard to monitor the document’s progress. You can see when each signer has viewed, signed, and completed the payment.