The signature and payment process has been updated in the ISN. Let's step through the process to see how it works.
New ISNs, built after March 1, 2020 will use this flow by default.
If your ISN account was built prior to that date and you want to update the setting, navigate to Settings -- Office Settings -- Interacting with my Clients and Agents -- Agreement Options.
Then check the box labeled ‘Allow Online Payments to be made from the sign agreement link’
The new agreement signing and payment submission flow is sensitive to which link your client has clicked on in their email, and will adjust the flow accordingly.
So, if a client receives a payment link in their email and clicks that first, they will be shown the payment process first then proceed to signing their agreement(s).
If you wish to require a client to sign before they are able to pay, you can enable that setting by navigating to Settings -- Office Settings -- Agreement Options -- Require signature on agreements BEFORE payment.
With this enabled, it will redirect the client to sign first even if they click on a payment link.
The Updated User Experience
When a client receives your agreement link in their email and clicks on it, the first step is verifying they are indeed the client. They will check a box to verify and agree to continue to their agreement(s) as shown below.
Once they check the box and click 'AGREE AND CONTINUE' they will proceed to the agreements page where they can sign or download their agreement.
Once viewing an agreement, they will initial, sign and click 'Accept'.
Once that's done, they get confirmation that the agreement(s) have been signed and can continue to the next step of paying.
NOTE: You must have payment processing enabled in your ISN for this step.
Once on the payment page, it will prompt for payment in full.
NOTE: If you'd like to learn more about sending partial payment requests, check out our article HERE!
Once payment is made, they'll get confirmation that it was successful and can continue on to their report delivery page.
For more information on the new report delivery page, click HERE.
If you have any questions about this process please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.