> **Source:** https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/payment-collect > **Site:** Leegality Knowledge Base — https://knowledge.leegality.com > **About:** Leegality is a document execution platform covering eSigning, stamps, NeSL, workflows, and REST API integration. > **Navigation:** Every article on this site has a plain-text version at `.txt` (this format). To get an index of all articles with their `.txt` links, read: https://knowledge.leegality.com/llms.txt > **AI Guide:** For instructions on how to navigate this knowledge base as an AI agent, read: https://knowledge.leegality.com/ai-readable.txt --- # Payment Collect Leegality Payment Collect is a feature that will allow Leegality users to collect payments within the signing journey from their invitees. This happens through a payment gateway which needs to be linked with the client’s bank account. ## Activate Payment Collect > **Info — Note** > > Payment Collect is available for **Signer** and **Reviewer** invitee types. This feature does not work for **Group invitee** and **CC** invitee types. --- ## Sending a Document via Workflow There are two ways to run the workflow. ### Running a Workflow via Dashboard 1. First let’s also cover a scenario where the workflow runner has to enter an amount while running the workflow. 2. If Enforce Payment Collection is turned on while configuring a workflow, the user will have to enter an amount to be collected. 3. If maximum and minimum amount isn’t entered, then by default the minimum value is Rs. 10 and the maximum value is Rs. 1,00,000. ### Sending a document(s) via Excel Upload If you are not familiar with using Leegality’s excel upload functionality, use this Guide to learn more about Sending a document(s) using Excel Upload - Running a Workflow - Via Excel Upload 1. After configuring a workflow, an excel template for the same can be downloaded from the dashboard 2. In case an amount to be collected is preconfigured in a workflow for a particular invitee, any new amount entered in the excel file will be ignored by Leegality and the value set at the time of configuring the workflow will be used. In this case, the value under the header ‘Invitee(0).amount’ can be left blank. 3. If Enforce Payment Collection is turned on while configuring a workflow and the amount to be collected isn’t preconfigured, the user will have to enter a value for the column. `Invitee.amount` (for that particular invitee). 4. Excel Upload won’t work in the following situations- if the amount to be paid entered in the excel spreadsheet is more than the maximum amount configured or less than the minimum amount configured for that invitee in the workflow. ## Signing Journey 1. You as an invitee will receive a signing link to the document. 2. You can preview the document they will be eSigning/ reviewing. 3. Before eSigning/ reviewing, you will have to complete payment (amount as set by the sender). 4. Click on the ‘Pay Online’ button as shown below- 5. Enter mobile number and email address and click on ‘Proceed’. 6. Select the mode of payment and proceed to pay. 7. After a successful payment, you can proceed to eSigning/ reviewing the document. Details of the payment will be sent to the payer and the sender. The payment gateway and bank may also send separate notifications. 8. Complete the signing journey within 5 days of payment, else payment will be reversed. Payment reversal is notified via email- 9. Payment reversal takes time and funds typically will hit the bank account of the payer in 7 to 12 business days. 10. After a reversal, if the signing journey is attempted again - then the signer will have to pay again (since the previous amount was reversed) ## Payment Status of Invitees - Details Page 1. The sender can check the status of payment on Document Details page. 2. Click on the **View Payment Logs** icon. 3. The dialog box shows the date of payment by the invitee, the payment ID, amount paid and status of payment. ### Status Meaning - **Authorized:** Payment has been completed by the signer, but the sign/review itself is not completed. Funds have been deducted from the payer’s bank account but have not yet been earmarked for deposit in the recipient’s bank account. - **Capture:** Payment as well as eSigning/ reviewing has been completed. The amount is earmarked for depositing into the recipient's bank account. Note that funds take some time to reach the recipient’s bank account. To know how settlement works, visit https://razorpay.com/settlement/ ## Payment Logs - **Payment Authorised:** This log is created when the payment is made by the invitee but the document is not signed by the invitee. > **Info — Note** > > Payment will be reversed if the document is not signed. - **Payment Captured:** This log is created when the payment is made by the invitee and also document is signed by the invitee. - **Payment Refunded:** This log is created when the payment is refunded to the invitee. ## Refund scenarios Paid amount is refunded if the signing/ reviewing journey is not completed within 5 days of the payment, including by way of expiry of the documentation.