Send a Payment Request Without a Signature Document — Classic

Send a Payment Request Without a Signature Document

1. Complete the workflow for preparing a signature document, but do not upload a document. Refer to Sending a File For Signature; if you're sending a payment, stop at step 4 and come back to this list.

2. Scroll to the bottom of the page, and then click Add Payments.

3. Select Payment.

4. Complete the following required fields:

   • Title - A title for the payment. For example, First Deposit.

   • Type - Select Payment.

   • Amount - The payment amount.

   • Date Due - enter the date the payment is due in ISO format, or a four-digit year, two-digit month, and two-digit day. For example, January 31st, 2022 would be entered as 2022-01-31.

5. Click Add Payment.

6. If additional payments are needed, repeat steps 1-4 as necessary.

7. Click Finish & Send. Your required payments are sent to the client.