why2
Level 1

I want to be able to add a "payment item" together with the E-signature forms in Proseries. 

This is an option that DocuSign has with my current subscription so that I can lock client files so that they need to pay their invoice amount before we can file for them.

Before I migrate over, I want to know if this is an option or if there is another recommendation within Proseries.

Thanks!

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