why2
Level 1
05-31-2022
03:23 PM
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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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