Payment Collection

Integrate payments with ease.

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.

  • Accelerate incoming payments with seamlessly integrated workflows.
  • Eliminate manual effort: Collect payments directly within the process.
  • Full transparency: Real-time visibility into the payment status of every document workflow.

Paperfly Payment Collection

Processes that pay off directly

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Collect payments directly within the active process

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.

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Seamless status synchronization

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.

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Payment Collection

With Payment Collection: What you can implement

Process-driven approvals

Contracts or final documents are only released for internal processing once the associated payment has been successfully authorized.

Real-time synchronization

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.

Workflow-integrated payments

Request fees or deposits as a fixed, mandatory step within your digital application journeys and document requests.

Dynamic amount adjustment

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.

Frequently Asked Questions (FAQ)

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.

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