Requiring a signed authorization before a customer approves a schedule

When you ask a customer to approve a payment schedule, you can require them to sign a payment authorization first. Choose the authorization under Require a signed authorization on the schedule request form (only authorizations that are published and turned on are listed).

The customer gets the usual approval email. On that page they first read and sign the authorization, then continue to approve the schedule and save their payment method. The schedule cannot be approved until it is signed. If they decline, or the link expires, open the document in Documents and send a new link.

The customer needs an email address on file. If the signed document cannot be created, the schedule request is not sent, so nothing goes out half set up.