Setting Up payments On Your Account

You can set-up your account to collect payments from users while they sign or complete your agreements. You start by loggin into your DocEndorse account and then connecting your bank account to your Docendorse account. See Connecting your Bank Account. After connecting an active bank account, the card field will become visible in the Docendorse editor - the same editor that you use to prepare documents for signature. You can then drag and drop a card element onto your document and set the appropriate settings for your transaction [See section on Preparing Documents to Collect Payments].

Each transaction you conduct will be available in the Transaction history tab accessible from the "Payments" page within your DocEndorse account postioned on the left side of your screen [see Managing Payment Transactions].