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Get paid in full the moment they sign

For registrations, call-out fees and small fixed-price jobs, ask for 100% on signing. Your client pays the whole amount by card on the same page, and there's no balance to chase.

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Set the document's payment to 100% of the total in QuoteCloud's Payments panel or on the template. When your client signs, they pay the full amount by card through your connected Stripe account, and the document is marked Paid. A Zap on Document Paid can then record the sale in your accounting app.

Last reviewed by the QuoteCloud team

Two overlapping documents with sample data. Behind, Tallowood Learning Co.'s course registration TL-R-3051 for Jordan Pike: two seats of Business writing essentials with follow-up coaching, $1,353.00 including tax, signed and paid in full by card through Stripe. In front, Weirbrook Plumbing & Gas's emergency call-out authority WP-E-0988: a $214.50 call-out fee signed on the plumber's tablet and paid by card.

When does a full payment on signing make sense?

When the amount is small, fixed and due before you start, a deposit only creates a second payment to chase. Tallowood Learning Co. confirms course seats only once they're paid. Weirbrook Plumbing & Gas charges its after-hours call-out fee before the van leaves the driveway.

Both set the payment to 100% on the template. The client signs, pays the total by card on the same page, and the document goes straight to Paid.

  • Seats, bookings and call-outs confirmed by payment, not by a promise to pay.
  • Nothing left to invoice afterwards for the amount on the document.
  • A Zap on Document Paid can record the sale in your accounting app.

Two businesses, paid in full on signing

Pick a document. Each one asks for the full amount when it's signed.

Tallowood Learning Co.Course registration TL-R-3051 Sample · fictional business

Registration

ItemQtyRateAmount
Course$990
Business writing essentialsPer participant · materials and lunch included
2 seats $495 $990.00
Add-on Tick to add
 2 seats $120 $240.00
Subtotal
$1,230.00
Tax (10%)
$123.00
Total
$1,353.00

Register, sign and pay

Jordan Pike · Operations coordinator

Signed online · Tue 27 Oct, 9:12 am

Paid in full on signing

$1,353.00

The full amount

Pay $1,353.00

Paid by card ending 4242Tue 27 Oct, 9:14 am

Card payment processed by Stripe

Certificate of authenticity and audit trail attached · sample, no payment is taken

A facilitator writes on a whiteboard at the end of a long table of participants with laptops

Seats confirmed when they're paid

Jordan Pike registers two colleagues for Business writing essentials, adds the follow-up coaching and pays $1,353.00 by card as he signs. Change the seats' add-on and the total and payment follow.

  • Payment amount: 100%, set on the registration template
  • Paid in full: the document shows Paid, nothing left to invoice
Short courses in the education microsite
Weirbrook Plumbing & GasEmergency call-out authority WP-E-0988 Sample · fictional business

Paid tonight

ItemQtyRateAmount
Call-out$195
After-hours call-out, first 30 minutesSunday, 9:40 pm
1 call-out $195 $195.00
Subtotal
$195.00
Tax (10%)
$19.50
Total
$214.50

Authorise and pay the call-out fee

Ben Okoye · Owner

Signed on our tablet, on site · Sun 18 Oct, 9:52 pm

Call-out fee, paid on signing

$214.50

The full amount

Pay $214.50

Paid by card ending 4242Sun 18 Oct, 9:53 pm

Card payment processed by Stripe

Certificate of authenticity and audit trail attached · sample, no payment is taken

A red-handled isolation valve beside a pressure gauge

Authorised and paid before the work starts

At 9:47 pm on Sunday, Ben Okoye signs Weirbrook's call-out authority on the plumber's tablet and pays the $214.50 call-out fee by card. Any repair is quoted before it starts.

  • A one-line document: the fee and the authority to attend
  • Repairs come next, on their own quote
Emergency call-outs in the plumbing microsite

Where paying in full on signing fits

  • Registrations and seats

    Courses, workshops and events where a seat is only yours once it's paid.

  • Call-out and attendance fees

    A fixed fee to attend, signed and paid before the trip; the repair is quoted separately.

  • Small fixed-price jobs

    A service, an inspection or a product with a known price, where a deposit would only add a second payment.

  • A renewal or a one-off extra

    A short document for a renewal fee or an add-on to work already agreed, signed and paid at once.

  • Bigger jobs: a deposit instead

    When the balance depends on the work, ask for a deposit on acceptance.

  • Into your books

    Document Paid can start a sales receipt in QuickBooks Online: after-payment Zaps.

Paid in full: record the sale

Optional. The payment needs no Zap; this one only files it.

ZapPaid in full: sales receipt in QuickBooks Online

  1. When QuoteCloudTriggerDocument PaidFires when a document is fully paid.Passes on
    • Document reference
    • Recipient
    • Amount paid
  2. Then QuickBooks OnlineSearchFind or Create CustomerSearches on
    • Search Field
    • Search Value
    • Full Name
  3. Then QuickBooks OnlineActionCreate Sales ReceiptMapped in
    • Customer
    • Line_amount
    • Line_description
    • Payment Reference Number

Weirbrook's bookkeeper used to type each call-out fee from the Stripe email. Now Document Paid creates the sales receipt, with the document's reference as the payment reference.

Result

Every fee paid in full is in the books the same night, with its QuoteCloud reference.

QuoteCloud's Zapier app: Essentials and up

All after-payment recipes

Paid before you start

QuoteCloud Payments is on the Essentials plan and up. Start a free 14-day trial and set a template to 100% on signing.

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Ask for the full amount in four steps

  1. Connect Stripe

    In the team's Payment Settings tab, click Continue Onboarding and finish Stripe's set-up.

  2. Open the template

    Edit the registration, call-out or job template you want paid up front.

  3. Set 100%

    Click the $ icon and set the payment amount to 100% of the total, with a description your client will recognise.

  4. Send it

    Your client signs and pays the full amount by card; the document is marked Paid.

Paying in full, answered

Can a client pay the whole quote when they sign?

Yes. Set the payment amount to 100% of the total in the document's Payments panel or on the template. When your client signs, they pay the full amount by card through your connected Stripe account, and the document is marked Paid on your dashboard.

Is there a minimum or maximum amount?

QuoteCloud doesn't state one. The amount is whatever the price table totals, or the fixed figure you set. Stripe's own limits and fees apply to the card payment and vary by country, so check your Stripe account.

What's the difference between Document Paid and Document Part Paid?

They're QuoteCloud's Zapier triggers. Document Paid fires when a document is fully paid, such as a payment of 100%. Document Part Paid fires when it's partially paid, such as a deposit. Neither is needed to take the payment.

Can the client add seats or options before paying?

Yes, where your document allows it. Optional items and quantities the client can change update the total before they sign, and a 100% payment is always the total they agree to.

More Stripe questions

More on QuoteCloud and Stripe

Every payment moment, then how to connect Stripe, the fees and the limits.

Signed and paid. Nothing to chase.

Start a free 14-day trial, connect your Stripe account and send a document that's paid in full when it's signed.

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