Get paid faster with airSlate's payment automation

Integrate payment collection into contract negotiation, invoicing, and accounting workflows. Allow your customers to pay quickly and eliminate delays and any risk of nonpayment. Automate quoting and payments without writing a single line of code.
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Add a payment form to your workflow so your business partners and customers can complete your agreement and send payments right away. Integrate with a payment gateway in less than 10min, no coding necessary.
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Make payment collection an integral part of your workflows rather than a separate business process. Generate documents, negotiate contracts, manage agreements, and accept payments automatically.
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Build automated workflows with payment collection technology that allows you to maintain compliance with PCI DSS certification requirements. Keep track of all payment data in real time via the Analytics widgets and Audit trail.
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Accept online payments quickly and securely

Automate payment collection while delivering an uninterrupted experience for customers, clients, and partners.

Watch airSlate Payments in action

Collect payments automatically as a part of your document workflow.
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Powerful payments solution

Learn why airSlate Payments beat the competition.
airSlate
DocuSign
Nintex
K2
Hyland
No-code payment processing form
Payment form preview
Payment conditional routing
Pre-fill payment forms with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from payment forms to CRM, GSuite, Office365 via no-code integrations
Stripe integration
Multi-currency
Workflow automation
Custom workflow routing
No-code conditional routing
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
Workflow library
Embedded workflows
No-code multi-cloud workflow automation
Robotic process automation
No-code automation bots
No-code integration bots
No-code archive bots
Task assignment
for extra cost
File sharing with teammates
for extra cost
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
for extra cost
Recipient attachments
for extra cost
Accept payments
for extra cost
eSignature
via integration
via integration
Signing order
Certificate of completion
In person signing
for extra cost
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Document generation
Spreadsheet creation
Document storage
Reusable templates
Contract negotiation
for extra cost
Contract lifecycle management
for extra cost
Document authoring and collaboration
for extra cost
Custom branding
SSO
User management
for extra cost
Organization administration
for extra cost
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
for extra cost
No-code analytics
Custom reports
Mobile application
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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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Payment automation is the use of specialized services that allow businesses to work with various forms of payment without significant human involvement. Most of the solutions considered as automation platforms easily handle check, virtual card, wire, and ACH payments. They gather all the required information in one place, approve and process invoices, and send payments.

To automate payment collection, you need to choose the right service. Finding it may be pretty challenging because of specific requirements for each business. However, there is one tool that will, most likely, suit almost any industry. It's airSlate. It has extensive capabilities for document process automation and supports the creation of payment requests. This tool streamlines and accelerates the process of collecting payments from customers without hiring IT specialists or the need for using a bunch of single-functional platforms.

When businesses use specialized tools that automatically calculate the amount that must be paid, it's called vendor payment automation. Nowadays, payment automation software supports the processing of a comprehensive variety of data related to payments. These capabilities allow people to control the quality of work automatically instead of manually calculating and routing data.

Payment automation software is a platform used for gathering, interpreting, and processing invoices. It can work with invoices in various formats and unify them in one template to simplify payment automation. As a result, payment collection becomes much more straightforward and leads you to better benefits such as improving relationships with vendors or developing payment security.

Of course, you can! Many services offer the opportunity to collect payments from customers automatically via APIs or other integrations. However, you should definitely try airSlate and automate the process of collecting payments from customers without coding. This service can be set up in any browser, even by someone that doesn’t understand anything about building integrations.

airSlate is the best solution for this task. This document process automation platform not only supports all the steps of a document lifecycle but also the stages of completing it. As a result, you can close deals and collect payments rolled into one.

Payment collection is always accompanied by lots of tedious tasks like examining all calculations, checking invoices, sending or collecting payments from customers, etc. Decreasing the number of existing bottlenecks will, most likely, lead to the creation of new ones. In this situation, the only way to avoid problems is the implementation of payment automation. Analyze services available on the web or get everything you need for document management and payment collection in our comprehensive solution.

The easiest way of collecting payments from customers is to use specialized financial services developed for the secure transfer of money between accounts. We won't recommend you one from several existing forms of payment because all of them have their own pros and cons. When you use our service, airSlate, you don't even need to sign anything in person. Set up everything you need to work with your customers online.

The diversity of payment automation benefits deserves a particular article. Using a proper payment automation service not only assists you in collecting payments from customers but also helps save time and costs and improve accuracy. The system can make all required calculations, send invoices, check their statuses, and notify you about successful payment collection. Additionally, you get access to enhanced analytics (to make workflows more transparent), increased security (to eliminate the risk of fraud), and almost free data preservation (to store records according to the IRS recommendations).

You can set up this notification in your account. Most likely, it's located in the Notifications menu. If you utilize airSlate, you have access to advanced email features. Just add a specialized Bot to your Flow (select it from the list of Bots), choose conditions for when it should activate, who must be notified about collecting payment in an email, and which documents to attach. Furthermore, you can indicate various people for different circumstances and change them at any time.

You can set up your airSlate workflow to collect information, use it in different systems of record, and request payments after automatic calculations and approval by the needed people. In this way, airSlate is more than just a solution for payment automation. However, it still supports some of its features so that you can use it for payment collection purposes.

The easiest way to implement automation into payment collection workflows is using airSlate. This comprehensive solution allows you to negotiate contracts and request payments without leaving the service. As a result, you save time and costs that could be spent on redlining, manual calculations, and generating invitations, etc. Avoid the routine with airSlate – use payment automation.

Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow automation platform.

No-code Bot automation for any online workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow online: reminders and notifications, document population with data from other documents, assigning permissions, archiving, and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built templates for any business case

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated online workflows.

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
HIPAA compliance
Protects your patients’ private health information.
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
FERPA
Protects the privacy of student records maintained by an educational institution.
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

airSlate payment automation: the next generation in payment technology

Sooner or later every business faces the need to implement an automated payment system. In today’s fast-growing e-commerce market the need for a payment workflow is high.

The e-commerce market is growing, leading to competition among various providers resulting in increased user experience and customer service. The main trend is to provide clients with the most convenient and modern level of service. One of the key links to making that happen is an automated monetary transaction system.

Why do I need an automated payment workflow?

Like we mentioned above, the competition is getting fierce. It’s not just Amazon or Alibaba anymore. Having an automated workflow makes everything more comfortable for everyone. Your employees included. The buyer gets a comfortable environment to make a purchase in, while you get a brand new paying customer.

airSlate is one of those advanced systems making revolutionary changes to e-commerce business practices. It’s a holistic automation platform that’s compatible with any OS and even operates on mobile. Get a solution that’s remote, multi-cloud, automated, and packed with integrations.

Experience automation in a new light:
  1. Feel confident with industry-leading security and global compliance certificates.
  2. Get unlimited card transactions.
  3. Receive payments and money transfers from any device.
  4. Deploy branded and customized payment request forms.
  5. eSign and execute in real-time.

airSlate payment automation is built for taking your business to the next level with features for effective interaction between customers, partners, and teammates. Having professional payment forms that are embedded into your website is a sure way to stand out as a leader in online sales. Use a drag-and-drop wizard for creating powerful, interactive, native mobile web forms that capture and track data. In addition, you don’t need to be or even have a developer to use airSlate. It’s a no-code automation platform built for immediate deployment.

How does the payment automation system connect?

airSlate-workflow-automation products are natively integrated with airSlate payments. In fact, you get everything your business needs for automating your entire Template from start to finish.

Learn how to set up the payment workflow in a few simple clicks:
  1. Create a web form.
  2. Configure automation Bots to pre-fill documents.
  3. Connect to a payment gateway.
  4. Set conditions for when money should be sent.
  5. Collect quick payments automatically.

The Payment Card Industry Security Standard (PCI DSS) compliance ensures the safety of every transaction. You can track all data collected through the advanced Analytics widgets and powerful Audit Trail.

How much does it cost to get started with payment automation?

Most payment automation providers out there charge an arm and a leg plus commission for simple features. However, with airSlate, it doesn’t cost you a penny to get started because the features needed for the payment request workflow are included in your basic subscription. Quickly automate without code.

Bottom line

To sum up, deploying an automatic payment workflow with airSlate is a win. Avoid expensive software, long setup times, and prolonged maintenance. Try airSlate’s payment solution in any industry!

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