Documents and Contracts are the best way to keep the expectations and boundaries between you and your clients clear and accessible. For Recurring Products, which may have their own terms and conditions, this is a great tool to streamline the process.

By using this element you can keep the invoicing and contractual process in one place keeping the details organized, minimizing friction in the process, and ensuring communication is effective between you and the client.

Where to Start?

Inside the Documents tab of the Payments section create a New Document by clicking New. 

Once you have your document click on the + sign to add the Product List element.

Add the items you'd like to include, you can add single and recurring products in the same element.

Setting It Up

After you've added the items, click on one of the Recurring Products.

 This should open a right-side menu where you can set the frequency for the invoice. 

If the product has a set-up fee it will show separately.

And there you go, now you can add recurring products to your Documents & Contracts. You can use this as a waiver for deposits on subscriptions, to announce the terms and conditions for a service, and more. This tool will help you ensure your clients are aware of any extra conditions and details upon buying minimizing complaints and keeping everything organized.

Important Notes

• If you add a one-time and recurring product in the same list the one-time product will not incur a recurring charge to your clients.
• You have the capability to assign the date of completion of the document as the start date for recurring scheduled payments.