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Collect digital payments instantly through the Square payment gateway after a customer signs the deal by integrating eSign and Square.
Manage your financial transactions effectively.
The eSign and Square integration can help businesses streamline their document and payment processes to ensure greater accuracy. Transactions will be quicker and easier to manage thanks to increased visibility and effective document monitoring.
You can track documents by seeing the number of them that are waiting for payment or filtering them based on their payment status. So, you can stop wondering whether a certain customer has been paid and save valuable time finalising deals and getting projects started. Also, this helps to support the accuracy of your finances, ensuring you can organise your accounting and grow your business sustainably.
Create documents using templates.
Integrating eSign and Square allows businesses to implement automation in their payment and document transactions. As a result, their teams can save time on mundane and time-consuming administration tasks and focus on higher priorities within the workflows. This makes payment collection more efficient and reduces the risk of human error.
In addition, you can increase efficiency through this integration by using custom templates with pre-set payment settings to create proposals, contracts, quotes, and invoices. With each new document that is being generated from the template, simply add the payment information, payer roles, recipients, and how the payment amount is calculated, making sending documents and requesting payments a quicker and seamless process for both your business and customers.
Securely generate invoices in a few clicks.
Collecting digital payments is an important aspect of many businesses, with the process needing to be as secure as possible to protect customer data. eSign’s integration with Square maximises the features of both platforms, including the security measures they have in place.
Every signed document through eSign comes with a digital certificate and audit trail confirming its validity. There is also the option to include multi-factor authentication like SMS and password protection to ensure only the intended recipients can access and make payments. Square maintains PCI compliance, providing complete assurance that customer payment details are secure.
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With the ability to make payments instantly after a deal has been closed, customers can fully finalise transactions straight away, avoiding any unnecessary delays and keeping projects on track.
eSign and Square simplify the process of collecting payments from customers, reducing the stress and hassle of chasing payments. This will increase efficiency in your workflows and ensure your business is successful.
Utilising the features of eSign and Square will help to reduce the risk of any human error in your financial data. Elements of your document transactions can be automated, ensuring complete accuracy when requesting, collecting, and processing payments.
Square is always transparent in its approach and cooperates fully with HMRC in a clear and efficient way. All relevant facts are disclosed by Square to HMRC when tax computations and returns are submitted to HMRC.
The eSign and Square integration is available to customers using our Enterprise plan. Please get in touch with our Digital Transformation Team for more information.
Square was initially designed to give organisations a quicker and easier way of collecting card payments. Since then it has developed to offer a broader suite of useful payment and finance-related tools to support businesses.
Square provides the ability to take card payments in person, remotely, online or over the phone, with clear and fair pricing to ensure an affordable solution for businesses of any size. Funds can be received in your bank account the next working day, or instantly for an additional fee.