Add invoice to SS Signatures
We're requiring pre-payment for certain engagement types. Currently this only applies to certain engagement types, but in the future we plan to change our billing model which will then cover a good portion of our engagements. Having the ability to include an invoice with the engagement letter would save time and create a streamlined process for our firm and the client; especially using the payment integration.
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We are also discussing the idea of pre-payment for certain services and would love the ability to require payment with engagement letter signature. There are several other software systems that offer this but would love to do it within SafeSend.
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