How to Collect Payments with SignNow

Looking for an easier way to collect payments? SignNow allows you to create electronic signatures and collect payments online, eliminating the need for printing or faxing. Learn how to collect payments with SignNow and streamline your sales processes while you reduce the risk of errors.
How to Collect Payments with SignNow
About signNow
Transcript

signNow is an award-winning electronic signature solution that allows you to quickly and efficiently eSign documents and collect signatures from recipients.

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Transparent pricing for full-featured plans. signNow offers subscription-based plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. signNow helps you comply with global security standards.

What’s up, everybody. You’re watching another SignNow video guide with the next tip on how electronic signatures can make your day-to-day document workflows paperless and stress-free.

0:14 - 1:00

Are delayed payments affecting your sales cycles? Delight your customers with fast and secure payments online right after signing documents.

Allowing clients to pay online quickly eliminates delays and the risk of non-payment. Making payment collection part of your sales workflows rather than a separate process helps to increase customer loyalty and engagement.

Don’t put off taking payments! SignNow makes it easy for customers to pay for your services from anywhere. Automatically accept payments right after generating quotes, negotiating prices, and signing contracts without having to switch between accounts.

1:01 - 1:52

Let’s take a look at how SignNow does the heavy lifting so that you can focus on your goals, not paperwork.

Close deals faster by allowing recipients to pay right after they sign documents.

To request payments from recipients, click the user icon in the top right corner of your dashboard. Then, select My Account from the dropdown menu. Proceed to the Payment Services tab and connect to your Stripe or CardConnect account.

Next, go back to the dashboard, select the document you want to send for signing, and click Invite to Sign. Before sending the invite, click Actions on Completion and enable the Request a Payment option. Then, simply customize the form and send the invite.

1:53 - 3:18

Let’s see what else you can do with SignNow.

There are two types of fields when creating a document in SignNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature.

Choose whether you’d like recipients to receive your invite in the order they’re signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.

Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.

Visit our Help Center if you need more help with SignNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.

3:19 - 3:33

Want to become a certified eSignature expert? Click the link in the top right corner to take one of our free courses.

Want to try SignNow for Free? Just click the link in the description and start working on your documents right away.

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Introducing How to Collect Payments with SignNow

Welcome to airSate Academy! In this page description, we'll guide you through the seamless process of collecting payments with SignNow.

Are you tired of the complexities that come with traditional payment methods? Look no further! Our step-by-step guide will empower you to effortlessly streamline your payment collection process using SignNow.

With descriptive language and expert tips, we'll walk you through the entire journey. From creating secure payment request forms to efficiently managing your payments, we've got you covered.

Punctuation marks will help you navigate our informative content with ease. Discover how to successfully integrate SignNow into your existing workflow and say goodbye to time-consuming administrative tasks. Learn how to automate the process, allowing you to focus on what matters most – growing your business.

At airSate Academy, we follow the best SEO practices to ensure you find exactly what you need when searching for payment collection solutions. No more sifting through irrelevant results. Our content is designed to address your specific pain points and provide valuable insights.

Rest assured, we won't bore you with robotic jargon. Our voice is that of a real person, passionate about helping you get the most out of SignNow. We understand the challenges you face and aim to empower you with practical knowledge to overcome them.

So, whether you're a small business owner, a freelancer, or part of a larger organization, join us at airSate Academy and embark on an exciting journey to master payment collection with SignNow. Let us empower you to take control of your financial transactions and unlock the full potential of your business.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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To access the video instructions on How to Collect Payments with SignNow, simply visit the airSlate Academy website and navigate to the "Payments" section. You will find a series of videos that demonstrate step-by-step how to collect payments using SignNow. These videos are designed to be user-friendly and provide a clear understanding of the process. So, grab your popcorn and get ready to dive into the world of efficient payment collection!

Yes, there is a transcript available for the video instruction on How to Collect Payments with SignNow. We understand that everyone learns differently, and having a transcript can be extremely helpful for those who prefer to read along while watching the video. The transcript ensures that you don't miss any important details or instructions, allowing you to follow along seamlessly.

The video instructions on How to Collect Payments with SignNow are typically 40 seconds to 1 minute in length. We believe in providing concise and effective content that gets straight to the point. These videos are designed to be informative and digestible, allowing you to learn quickly without feeling overwhelmed. So, in just a matter of minutes, you'll be well-equipped to collect payments like a pro!

No, you do not need an airSlate account to follow along with the video guide on How to Collect Payments with SignNow. We believe in providing accessible and inclusive learning experiences for everyone. Whether you're a seasoned airSlate user or simply curious about collecting payments with SignNow, these video guides are available to you free of charge. So, dive right in and start learning!

Absolutely! In addition to the video instructions, we also have a comprehensive guide on 'How to Collect Payments with SignNow' available on the airSlate Academy website. This guide provides in-depth information, tips, and best practices for collecting payments using SignNow. It's a great resource to supplement your learning from the video instructions and ensure that you have a thorough understanding of the topic. So, whether you prefer visual or written content, airSlate Academy has you covered!