Sign & Pay

Sign & Pay lets you attach a payment request to an envelope so your client pays when they finish signing. You can enter payment details manually, or if Xero is connected, pull them directly from a Xero invoice.

Sign & Pay currently supports card payments only, as this is the only method that guarantees funds at the time of signing. If you need to collect bank details for direct debit, see Payment Pre-Approval.

Prerequisites

Your organisation must complete the Payments Registration process before payments become available. Once approved, Add payment will appear when creating an envelope.

Sending an envelope with a payment

1. Create your envelope as normal — upload your documents and add at least one recipient. Both are required before you can add a payment.

2. Click Add payment.

   

3. Select the recipient (payer) who will be responsible for paying.

   

Using a Xero invoice

If your Xero account is connected, you can pull invoice details directly into the payment:

4. Search for an invoice by contact name, reference, number, or amount. Select the invoice from the dropdown — the amount due and payment description will be pre-filled automatically.

   

5. Once you’ve selected a Xero invoice, review the details. You can open the invoice in Xero, and also Attach the invoice as a document to the envelope to include a copy of the invoice for the recipient.

   

Assigning a Xero invoice ensures duplicates aren't created upon payment, and the invoice is automatically marked as paid in Xero once payment is completed.

Entering details manually

If Xero is not connected, or the invoice hasn't been raised in Xero:

4. Enter the payment details:

   • Amount due (AUD) — The amount to charge.

   • Payment description — What the payment is for (e.g. "Mowing services").

   

Finalising the payment

8. Choose whether the payment is Required (the client must pay to complete the envelope) or not required (the client can pay later outside of Annature).

9. Click Confirm. The payment details will be displayed on the envelope creation page.

   

10. Send the envelope as usual.

Completing an envelope with a payment

When the recipient opens the envelope, they review and sign the documents as usual. After clicking Finish signing, they are prompted to enter their card details and pay. The payment amount and description are displayed so they know exactly what they're paying for.

• If payment is required, they cannot submit the envelope until payment is made.

• If payment is optional, they can click Pay later and complete the envelope without paying.

Once payment is made, both the sender and recipient receive confirmation of the signing and payment.