Learn how to request a digital signature and payment method simultaneously using Albi’s document signing feature. This functionality helps streamline payment collection by allowing customers to submit payment details alongside their signed documents.
Requesting a Signature and Payment Method
Albi allows users to capture both a digital signature and payment information in one seamless process. Follow these steps to enable and use this feature:
1. Access the Signature Request Modal
Navigate to the File Manager tab.
Select the document that requires a signature.
Click Send for Signature to open the request modal.
2. Enable Payment Information Request
Locate the "Additionally Request Payment Information" toggle below the Email Message field.
Switch the toggle On to request payment details along with the signature.
3. Choose the Payment Request Recipient
If there is one signer, the payment request is automatically sent to them.
If there are multiple signers:
A dropdown labeled "Request Recipient Email" appears.
Select the recipient who will receive the payment request.
If the selected recipient is not an existing contact in Albi, additional fields (First Name, Last Name, Referral Source, and Type) must be completed before proceeding.
If the recipient already has payment information on file, a banner will appear stating: "Recipient already has Payment Method on file."
4. Send the Request
Once all required fields are filled, click Send & Close to dispatch the signature and payment request email.
The recipient will receive an email with:
A link to sign the document.
A form to submit their payment details.
Requesting a Payment Method Without a Signature
If you only need to collect a payment method without requesting a signature, follow these steps:
1. Open the Financial Tab
Navigate to the Project Details page.
Click on the Financial tab.
2. Request Payment Method
If Albi Native is active (no external financial integration):
A Payment Method button will be available in the top-right corner.
Click the button to see a list of relationships with saved payment methods.
If no payment method exists, click Request Payment Method.
3. Complete the Payment Request Modal
A modal will appear with the following fields:
Request Recipient Email (pre-filled with the customer’s email).
Expiration Date (default is 30 days from the current date but can be edited).
Email Message (optional custom message field).
Click Send & Close to send the request email.
FAQs & Troubleshooting
What happens if the recipient already has a payment method on file?
A banner will notify you in the modal. You can still proceed, but the recipient won’t be required to submit new payment details.
Can I request a payment method from someone who is not in Albi?
Yes, but you must enter their First Name, Last Name, Referral Source, and Type before sending the request.
What if the recipient doesn’t receive the email?
Ask them to check their spam folder.
Ensure their email is correctly entered in the request modal.
Resend the request if necessary.