A contract must be signed before a payment link that requires it will take payment. The contract statuses you see are Active, Inactive, and Expired in the contract list, and the signature state is unsigned until the customer signs.

Who can use this. You need contracts.index, or super admin.

Before you start. Write the terms you intend the customer to sign. You can set 3D Secure and fraud prevention on the contract when the business allows them.

Steps

1. Open Contracts.
2. Create a contract and enter the terms.
3. Save. The toast says Contract created successfully.
4. Send it to the customer. When they sign, the toast result on their side is Contract signed successfully.
5. Attach it to the payment link that should wait for a signature.
6. If the link is paid before the contract is signed, the pay step is blocked until the signature exists.

After you save or submit. Creating a contract does not charge the card. The payment link does, after the signature requirement is satisfied.

Example. Example only: Example Cafe creates a contract for fictional customer Drew Shah and attaches it to a 100.00 payment link. Drew opens the link before signing and cannot pay. After signing, the link can be paid, and the sale still needs APPROVAL.

Troubleshooting

• The customer cannot pay the link. Check the signature first, then use the customer-cannot-pay steps.
• You want a recurring contract. Use Recurring Payments for the schedule, and Contracts for the signature. They are different menus.
• You need a refund. Refund the transaction. The contract screen is not the refund button.

Related

• Payment links