Process-driven approvals
Contracts or final documents are only released for internal processing once the associated payment has been successfully authorized.
Paperfly brings payments directly to where your customers are already active. Integrate payment requests as a fixed part of your form and signature workflows. Whether processing fees, deposits, or service charges, Paperfly makes it easy to collect payments.
Paperfly Payment Collection
Embed payment requests for fees or deposits directly as a required step in your digital application and signature journeys. Your customers pay immediately in the same browser window using common, mobile-optimized payment methods as soon as they fill out or sign a document. This eliminates the tedious task of issuing invoices after the fact and dramatically accelerates incoming payments.

No more guessing whether a customer has already paid. Paperfly registers successful payment receipt via the interface in real time. The case status in the dashboard immediately switches to “Paid,” so the next steps in the workflow can start right away without manual review.

Payment Collection
Contracts or final documents are only released for internal processing once the associated payment has been successfully authorized.
As soon as money moves, all your systems know. Status updates are made instantly and automatically across your entire IT landscape—from CRM and ERP to accounting.
Request fees or deposits as a fixed, mandatory step within your digital application journeys and document requests.
Whether the price depends on a selected option, a square meter value, or a tariff: Paperfly selects the appropriate amount in the workflow and requests exactly that sum.
Here you’ll find answers to common questions about Paperfly Payment Collection and learn how to seamlessly integrate payment requests into your digital document workflows.
Paperfly brings payment directly to where your customers are already active: right in the middle of the ongoing workflow. Instead of waiting for a separate invoice by mail or email after completing a form or signing a contract, the payment request opens immediately in the browser as an integral part of the process. With popular, touch-optimized payment methods such as credit card, modern online bank transfer methods, and SEPA direct debit fully integrated, paying on a smartphone becomes a simple experience that takes just seconds.
Yes, absolutely. This is exactly where Paperfly’s process-driven approvals excel: you can define in the workflow that final documents, policies, or contracts are only released for internal processing or sent to the customer once the associated payment (e.g., a processing fee or deposit) has been successfully authorized. The payment therefore acts as an automatic entry criterion for the next process step.
The tedious manual reconciliation of bank statements in the back office is completely eliminated. Paperfly registers successful payment receipt in real time via the integrated interface. The case status in the dashboard immediately changes to “Paid” and triggers automated real-time synchronization. These status updates flow without delay directly into your entire existing IT landscape—from CRM and ERP to your accounting systems.