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How to collect payment after a document is signed by a recipient

Updated over a week ago

How to collect payment after a document is signed by a recipient

GetAccept connects to your account to help you collect payment after a recipient has signed.

  • To make this payment connection, log in to GetAccept

  • Go to Settings

  • Select Integrations

  • Scroll down until you see

  • Click on Settings.

  • It is important to note that you must be on the Professional or Enterprise+ subscription plan.

  • This window will pop open and you can follow the prompt. It will ask for your Transaction Keys, API Login ID, a payment landing page, and how long you would like to delay the payment window from popping up once your recipient has signed your document.

  • Click the Save button when completed. It's important to remember that the payment window will only appear on deals with a deal value greater than zero.

  • GetAccept will run the first payment of the deal value set for the sent document and collect the recipient's credit card information in for you. You can then set up any payment structure you would like within

  • The recipient will receive a pop-up window to collect the payment information after the document has been signed.

Using the restricted API key

You can use restricted keys to increase security. The required permissions for this key to process the payments:

  • Charges: Write

  • Customers: Write

  • Disputes: Read

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