Payment Process is a variable that appears in the Software License Agreement Cover Page, in the Order Form section. This section is for your agreements' key business terms.

How will you bill your customer and how will they pay you?

There are three options available:

Automatic Payment
Choose this option if you are planning to collect payment information from your customer and automatically take payment on a schedule. This is a good option for auto-renewing agreements. As part of this path, choose how often you'll be automatically collecting payment.

This is the default selection, with monthly collection.

Bill by Invoice

Choose this option if you will be sending invoices to your customer each billing cycle. You'll then configure:

The default selections for invoice billing are 30 days from customer's receipt of invoice, sometimes referred to as NET-30.

Custom Process

Choose this option if your billing process doesn't fit the standard automatic payment or invoicing models. You can describe your payment process in your own words - this text will appear on the agreement cover page for your customer to review before signing.

Available for all three payment process options, you can check Collect customer billing email to require your customer to provide billing contact information before they sign. When enabled, your customer will see two fields on the agreement:

Here's what your recipient will see:

To collect billing info after signature instead, you can add a billing workflow to the agreement.