Introduction:
In this article, we’ll explore the Blueink Payments feature. This feature allows users to charge signers directly when sending documents for signing, streamlining the process. By integrating payments into the signing workflow, this feature helps users save time and stay organized, eliminating the need for a separate charging process.
1. How to Setup Blueink Payments
1.1 First, you need to setup an account. Just click the "Setup Account" button or go to "Blueink Payments".
1.2 Click the "Connect with Stripe" and follow instructions until you are done.
Note: If you already have a Stripe account, you'll need to create a newly one dedicated solely for Blueink Payments.
1.3 After completion of the setup, you will see a summary of all the data entered.
2. How to Enable Payments on an Envelope
2.1 Before you click the "Send" button, you will see the payments tab. Put a check mark on the "Enable Payments on this Envelope". With this, the dropdown to add amount in USD to who will be charged will show up. Once, done, click "Send".
2.2 If you go to your Dashboard, you will see the dollar sign on it.
2.3 If you open the envelope, you can see the charge amount and who is being charged.
2.4 If you go to the Payments library, you will see all envelopes that you have requested to be charged and their current payment status.
Conclusion:
In conclusion, the Blueink Payments feature in Blueink enhances the signing experience by seamlessly integrating payment processing into the workflow. This not only simplifies the charging process but also saves users valuable time and effort. By leveraging this feature, businesses can improve their efficiency and maintain better organization, ultimately leading to a smoother transaction process for both senders and signers. Embrace the convenience of Blueink Payments to elevate your document signing experience.
Need more help? Contact us directly here and our team will be happy to assist you!