Audience: Organizations
The short answer: You can control whether your organization or your signers pay for transactions — update this anytime from Billing & Payment in Settings.
Options for Payer
When setting up payer preferences for your Proof Business, Title, or Lender account, you have two options for who covers the cost of each transaction:
- Charge this account — Your payment method is charged, and recipients can access their documents immediately after the transaction is complete.
- Charge recipients — The recipient is prompted for payment after their transaction is complete and cannot access their documents until payment is made.
Update Payer Settings
To update your payer settings, follow these steps from your Proof account.
- Click Settings from the menu on the left.
- Click Billing & payment from the Settings page menu.
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Select the Payer settings tab.
- Select the radio button next to the desired option.
- Click Save changes.
If you need to update payment for a specific transaction already uploaded to Proof, see Pay for a Transaction.
Summary Checklist
- Go to Settings > Billing & payment > Payer settings.
- Select Charge this account or Charge recipients.
- Click Save changes.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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