Skip to main content
Blog
Home/

Sending an order form including payment by credit card

Author Larry Kluger
Larry KlugerLead Product Manager for Partner Platforms
Summary3 min read

See how to take payments through the eSignature REST API.

    • Use a Docusign Template
    • Programmatically creating the order form and payment integration
    • Summary

Table of contents

In many industries, valid sales orders require the customer’s agreement in addition to their payment. With Docusign Payments, it is easy to add a payment form to the signature request.

But suppose you want to programmatically send a signature request that includes a payment form? This blog post will show you how.

There are two techniques for sending the order form with a payment request:

Use a Docusign Template

In this case, an order form, including integration with Docusign Payments, is first created using the Docusign web tool. The order form is created as a Docusign template, enabling it to be easily sent to purchasers as needed.

A benefit of using a template is that it enables business managers to use the Docusign web tool to update and manage the template by themselves—often without requiring software changes.

The order form’s template can also be sent programmatically using the Docusign API. This C# code example was used for the video. It includes an example order form template you can upload to your account. In addition, Docusign customer service has written a helpful guide for creating an order form with payments.

Java and Node.js code examples for sending an envelope by using a template are also available. Start by reviewing the installation instructions for the C# code example since it includes all of the steps for installing and configuring a payment form. Examples for other languages are in production.

Programmatically creating the order form and payment integration

For finer-grained control, you can also programmatically add payment fields to a document. Code examples for Node.js and Curl show the process.

Summary

Collecting payment during the signing ceremony is easy with Docusign. Docusign Payments can be used to accept credit card and debit card payments. Docusign Payments can also be used for payment by check. In all cases, you can automate the process by using the API as the above examples demonstrate.

Author Larry Kluger
Larry KlugerLead Product Manager for Partner Platforms

Larry Kluger has over 40 years of tech industry experience as a software developer, developer advocate, entrepreneur, and product manager. An award-winning speaker prominent StackOverflow contributor, he enjoys giving talks and helping the ISV and developer communities.

Twitter: @larrykluger

LinkedIn: https://www.linkedin.com/in/larrykluger/

More posts from this author

Related posts

  • Explore AI-Driven Agreement Insights with the Navigator API Sample App
    Developers

    Explore AI-Driven Agreement Insights with the Navigator API Sample App

    Author Julie Gordon
    Julie Gordon
  • How to Set Up JavaScript OAuth Authorization Code Grant with PKCE

    How to Set Up JavaScript OAuth Authorization Code Grant with PKCE

    Author Larry Kluger
    Larry Kluger
Explore AI-Driven Agreement Insights with the Navigator API Sample App

Explore AI-Driven Agreement Insights with the Navigator API Sample App

Author Julie Gordon
Julie Gordon
How to Set Up JavaScript OAuth Authorization Code Grant with PKCE

How to Set Up JavaScript OAuth Authorization Code Grant with PKCE

Author Larry Kluger
Larry Kluger

Discover what's new with Docusign IAM or start with eSignature for free

Explore Docusign IAMTry eSignature for Free
Person smiling while presenting