Leegality Payment Collect

Leegality Payment Collect

Introduction

Leegality Payment Collect is a feature that will allow Leegality clients to collect payments within the signing journey from their signers. This happens through a payment gateway (currently only Razorpay is supported) which needs to be linked with the client’s bank account.

Prerequisite:

1. The client needs to have a KYC completed Razorpay account. For account creation, go to https://dashboard.razorpay.com/ and create an account
2. The client also needs to link their bank account with the Payment Gateway account(Razorpay) to receive payments 

Please note: Currently we’re only offering Razorpay as the default payment gateway but we’d be happy to help you integrate another gateway in case you’re already using a different gateway

Activating Leegality Payment Collect

Before you can use the Leegality Payment Collect feature you will need to activate it in the Dashboard through an Admin account. Follow these steps:-

Step 1: On the Dashboard, navigate to Account >> Department >> Payment Collection



Step 2: Click on the dropdown of ‘Choose Payment Gateway’ and select a payment gateway (Leegality is integrated with Razorpay’s Payment Gateway)



Step 3: Click on the ‘Link Account’ button. 



Step 4: You will then be redirected to the Razorpay dashboard. You can login and proceed to link your Razorpay account to Leegality’s dashboard. 



Step 5: Tick the ‘Terms and Conditions’ checkbox and click on ‘Authorize’ to complete Payment Gateway Linkage. 



Step 6: After completing this process, you would receive an email stating that you have agreed to provide Leegality access to your Razorpay account. The email will be sent to the email id linked with the Razorpay account.

Step 7: Toggle on ‘Enable Payment Collection in Signer/ Reviewer journey’. Then click on Update to save the change.


You can now use the ‘Leegality Payment Collect’’ feature while sending signing invitations.

Configuring  Leegality Payment Collect- New Document Flow

Step 1: On the invite page, click on ‘Invitee level options’ of the invitee you want to collect payment from.



Step 2: Toggle on ‘Collect Payment’. You can enter the amount you want to be collected from the invitee in the dialogue box below the Collect Payment toggle. You can also add a custom message which will be shown to the invitee before they initiate payment.




Note: The Amount Range:  
Minimum- Rs. 10
Maximum- Rs. 1,00,000

Step 3: Click on the Save button after entering all the details.

Configuring Collect Payment- Workflow

Step 1: On the invite page, click on ‘Invitee level options’ of the invitee you want to collect payment from.



Step 2: Toggle on ‘Collect Payment’. 





1. ‘Enter amount to be collected’ Input: If this field is left blank then the user running the workflow can set an amount to be collected. If a value is set in the input box, the value will be used as is.
2. Enforce Payment Collection- Turn on to make payment compulsory for eSigning/ Reviewing. If left unchecked, the user running the workflow has an option to not configure any payment to be collected.
3. Set Maximum Amount- Maximum amount that can be collected while running the workflow.
4. Set Minimum Amount- Minimum amount that can be collected while running the workflow.
5. Add custom message for payment page- Custom message which is shown to the invitee before they initiate payment.

Step 3: Click on the Save button after entering all the details.

Sending a Document via Workflow

If you are not familiar about running workflows generally, use this Guide to learn more about running a Workflow via the Leegality dashboard - Running a Workflow

Running a Workflow

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) using 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

Step 1: After configuring a workflow, an excel template for the same can be downloaded from the dashboard



Step 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.



Step 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).

Step 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.

Custom Mapping 

Use this Guide to learn more about Custom Mapping in the Leegality Dashboard  - Custom mapping of workflow spreadsheet template

Signing Journey

Step 1: You as an invitee will receive a signing link to the document.

Step 2: You can preview the document they will be eSigning/ reviewing.

Step 3: Before eSigning/ reviewing, you will have to complete payment (amount as set by the sender).

Step 4 : Click on the ‘Pay Online’ button as shown below-



Step 5: Enter mobile number and email address and click on ‘Proceed’.



Step 6: Select the mode of payment and proceed to pay.







Step 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.



Step 8: Complete the signing journey within 5 days of payment, else payment will be reversed. Payment reversal is notified via email-



Step 9: Payment reversal takes time and funds typically will hit the bank account of the payer in 7 to 12 business days. 

Step 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

Step 1: The sender can check the status of payment on ‘Details’ page

Step 2: Click on the ‘View Payment Logs’ icon

Step 3: The modal shows the date of payment by the signer/ reviewer, 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/

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. 

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