How to Add Recurring Products to Your Products List in Documents and Contracts in GoHighLevel

What’s new?

• You now have the ability to include recurring products in your product list within the Document Builder.

• If your product has a set up fee associated, it would show up as a separate row item

• If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
• You can also add a recurring schedule to your Document templates
  with capability to assign the start date as the completed date of the document.

How to use it?

• Add a product list to your document

• Add recurring as well as one time products in the product list
• If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well)
• Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One time if none was added)
• Set up fee associated with a product is shown separately in the product list

Why did we build it?

• To simplify the invoice acceptance process after signing a document, we’ve removed the barriers caused by recurring products and setup fees. Now, you can seamlessly use contracts without these limitations.

What’s next on Payments via Documents and Contracts

• 2 In 1 Documents: Showing invoice directly after primary signer signs the document
• One time Deposit: Collecting a %age of the total product value in the invoice