It is possible to take a payment directly through DocuSign when a document is sent for signature. DocuSign integrates with three different payment gateways; Stripe, Authorize.net and Paypal (via Braintree). This can save your finance team a great deal of time giving people an option to pay for an Invoice immediately rather than taking payment manually over the phone, or providing details for a bank transfer and waiting for a payment.

We have created a worked example of how to take payments directly through DocuSign using the standard Workbooks Unified PDF. Whilst payments can be taken through documents generated through DocuSign Templates, it is not recommend as Line Item information is not available. Workbooks PDFs offer a more flexible solution, so recipients can see a cost breakdown, which is not supported on DocuSign Templates.

Invoice Specific Options

When setting up a document, through either a DocuSign Template or a Workbooks PDF you will have the following options. The DocuSign Payments Field will only appear when the Record Type is set to Invoice, the remaining Fields will subsequently appear if DocuSign Payments are turned on.

• DocuSign Payments: Turning this setting on, provides recipients with the option to make a payment for the total amount specified in the document. If you have configured your Own Organisation with a VAT Number, the Invoice total displayed in DocuSign will include Sales Tax, as chosen on each Line Item(s).
• Payment Gateways: Select the Payment Gateway that you would like the recipient to use. Payment Gateways need to be configured within your DocuSign Account in order to appear here. DocuSign allows Payments through Stripe, Authorize.net and Paypal (via Braintree) - please see the DocuSign help page, here, for further information on this functionality.