With a Payment Form, Activity Messenger makes it easy to create and manage electronic contracts. This guide will show you how to:
You can use Activity Messenger Payment Forms for rentals, birthday parties, service offers, etc...
Click on the menu Forms and selection the option "Create a new Payment Form". Give your form a name.
Go to the Form tab. The form already contains 3 blocks: a title (Text block), pricing (Invoice items question) and the Account owner question.
Edit the Invoice items question and adjust the pricing.
Click on (+) and add a Date/Time question. Label it "Event date" and make it mandatory.
Click on (+) and add another Text block. Type in your rental terms and conditions. The rich text editor even allows you to insert links.
Click on (+) and add an Electronic signature. Make sure it is Required to ensure the customer cannot submit the form without signing.
Click on (+) and add an Admin signature. Sign in the box and add. Your signature will already be applied to the contract.
Click on (+) and add an Admin note. This question will not be visible to the client but will allow you to pass on notes to your staff.
You can also add an Image to your form to make it more attractive.
To reorder blocks, drag and drop them to slide them up and down. The final contract should look like this:
Click on the Payment tab and edit the payment options. Choose Deposit and type in 300. The client will be paying a deposit of $300 by credit card. The balance will be paid later.
Click on the Options tab. Toggle the PDF option. This ensures the filled form gets captured to PDF and included with the invoice.
You can also select the administrators or staff to get notified by email (or by text message) when the client signs and pays the deposit.
When the contract is ready, you can visit the form. Prefill the information you have. You may leave required fields empty for the client to fill them in later. You must at least include the email address of the client. Scroll down to Admin options. Toggle the option "Allow partial save". Click on Continue.
After you have prefilled the form you will land on the Payment step. You are presented with the client information, the invoice and a payment form. Below, under Administrator options, click on the option "Send the prefilled form (previous page) to the customer".
Another browser tab will open with the New message screen. Adapt the message and click on Send. The client will receive an email with a button to access the contract. They will be able to complete the form, sign electronically and pay their deposit.
Repeat steps 5 and 6 for every client. Alternatively, if you allow clients to self book, you can publish your form on your website.
Click on the Respondents tab and refresh the table. Once filled, the client and their invoice will appear in the table. Click to open the Client billing.
The invoice and payment are shown. You can modify the account information and question answers (date of event and admin note). Click on Make a payment to take the balance payment. The contract PDF is available for download. The PDF will contain the invoice and the captured form. In addition, we provide a summary log with the client information, a timestamp and their signature.
Access a sample contract PDF here: Contract.pdf .
The client receives the contract PDF by email as well. They also have access to their contract in their Client account under Invoices.
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