Add or edit payment app settings for completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
4
votes
AdminMasha Kisel
(Admin, PandaDoc)
shared this idea
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Brian Gacila commented
only add a payer after document completion
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Charmyn Marchan commented
The ability to change payment app set up without affecting the fields of signed documents.