Documents and payments

Create a document

1. Select Documents in the rail.
2. Start from a template: proposal, service change or add-on, cancellation, contract or service agreement, NDA, statement of work, or simple letter.
3. Choose the customer, then review names, line items, prices, and terms.
4. Save the draft.

Quotes and invoices also live in Documents. Use the tabs to see All, Needs action, Waiting on client, Completed, and Templates.

Send for signature

A saved draft is not sent. When its details are correct, select Create signing link. The text locks at that point, so the client signs exactly what you see. Copy the link or send it by email. You can send a reminder, or void the document so its link stops working.

Take and track payment

Authorized people use Payments to start a New payment, either one-time today or recurring monthly, and to review the Payment schedule. Each payment ties to the signed deal it comes from. Card details are entered once on the payment provider’s secure page; World keeps only the card brand and last four digits.

A browser return doesn’t mean an invoice is paid. World marks an invoice paid only after the payment processor confirms the payment.

Important: Financial actions need review. Verify the customer, amount, schedule, and authorization before a charge, refund, or recurring agreement. Don’t test consequential actions with a real customer account.