Once you have created your document from blank or from a saved template, you can enter free-type text by clicking below "Heading" and customise the document setup using the drop-down menu on the right.

To enable payment upon signing, navigate to Payment and tick the check-box. If there is no Xero contact saved for this lead, a warning will be displayed. If you already have a Xero contact saved, go straight to step 4 below.

To add a Xero contact, navigate to Details > scroll down to Xero contact, choose an existing contact, or add a new one.

Once you have enabled payment on signing you can add a description of what the payment relates to, which will appear on the Xero invoice once the document is signed.

Next, set a Payment $ amount and indicate whether GST is applicable. Note that the payment amount entered is tax-inclusive by default.

Once you are happy with the formatting and content of the document, click Send for Signing, as shown below.

The client will receive an email notifying them that they are required to sign the document. Once they have signed, they will be redirected to a page where they will be asked to enter their card details to process the payment.

Note: Payment is processed via Stripe, which is a secure and trusted online portal.