JACK allows you to send documents with the option to enable payment upon signing. This can be used to secure a deposit when a contract is signed. The signing contact will be directed to a secure online payment portal using Stripe where they can pay via credit card.

For payments to be enabled on a document, a Xero contact must be linked to the relevant lead who is asked to sign the document.

To add a Xero contact navigate to the Lead > Details > and scroll down to the Xero Contact drop-down menu. From here you can select an existing contact or create a new contact.