Automatically Generate Invoices from Signed Documents

Skip the extra step of manually building an invoice after a client signs — Vendi Today can create and send one automatically the moment a document is completed.

Setting up the document

1. Add a product or pricing list to your document template, including one-time items, recurring items, or both.
2. In the document's settings, turn on Direct Payment.
3. Save the template.

What happens when the document is signed

• Vendi Today generates an invoice automatically based on the products and pricing selected on the signed document.
• If Send Invoice is turned on, the invoice is emailed automatically as soon as it's created.
• If Auto-Payment is turned on, the signer's card is saved and future recurring invoices are charged automatically without them having to pay each one manually.
• The primary signer can also be redirected straight to the invoice page immediately after signing, so they can pay on the spot.

Timing

One-time invoices are generated right away at signing. Recurring invoices follow whatever billing schedule you've configured on the recurring product — for example, monthly.

Using it with workflows

Save your document with products and signature fields as a template, then use the Send Documents & Contracts workflow action to trigger it automatically. Combined with a signing-triggered invoice, this gives you a complete, hands-off flow from "contract sent" to "invoice paid."

A scheduling tip

If a product's recurring schedule is set up so the first charge would fall due before the document is even likely to be signed, dates can end up conflicting. Setting the first payment to trigger "Upon primary signature" avoids this by tying the first charge to the actual signing date rather than a fixed calendar date.