SignedXSign & Pay
Attach a payment request to an envelope so your client pays the moment they finish signing.
Get paid as your client signs — no follow-up required.
Sign & Pay lets you attach a payment request to an envelope so your client pays when they finish signing. You can enter payment details manually, or pull them directly from a connected invoice.
Sign & Pay currently supports card payments only, as this is the only method that guarantees funds at the time of signing. If you need to collect bank details for direct debit, see Payment Pre-Approval.
Prerequisites
Your organisation must complete the Payments registration process before payments become available. Once approved, Add payment will appear when creating an envelope.
Sending an envelope with a payment
Create your envelope as normal — upload your documents and add at least one recipient. Both are required before you can add a payment.
Click Add payment.
Select the recipient (payer) who will be responsible for paying.
Enter the payment details. Provide the amount due (AUD) to charge and a payment description of what the payment is for (e.g. "Mowing services"). If you have a connected invoice, you can search for it by contact name, reference, number, or amount and select it from the dropdown — the amount due and payment description will be pre-filled automatically.
Choose whether the payment is required (the client must pay to complete the envelope) or not required (the client can pay later, outside of SignedX).
Click Confirm. The payment details will be displayed on the envelope creation page. Send the envelope as usual.
Completing an envelope with a payment
When the recipient opens the envelope, they review and sign the documents as usual. After clicking Finish signing, they are prompted to enter their card details and pay, processed securely through Stripe. The payment amount and description are displayed so they know exactly what they're paying for.
- If payment is required, they cannot submit the envelope until payment is made.
- If payment is optional, they can click Pay later and complete the envelope without paying.
Once payment is made, both the sender and recipient receive confirmation of the signing and payment.