Guides 2026-04-09

Get paid faster: sign → pay workflow for SMBs

A lightweight workflow to reduce cashflow delays: customer signs, then pays immediately via a payment link.

The SMB cashflow problem\nMany deals stall after acceptance: the customer needs an invoice, finance wants a PO, and payment gets delayed.\n\n## The simplest fix: sign → pay\nAfter the customer signs (or accepts), send them directly to a **payment link**. This reduces friction and shortens the time to cash.\n\n## What to show on the payment page\n- Contract number and total amount\n- What the payment covers (short description)\n- Receipt/invoice email\n\n## What to track\n- Opened the contract link\n- Signed date\n- Payment completed