Add Recurring Products to Documents and Contracts

Documents and contracts now support recurring products alongside one-time products. Setup fees show as their own line item, and you can schedule invoicing to start when the document is signed.

What's supported

• Recurring products in the document product list.
• Setup fees rendered as a separate row in the line items.
• Mixed cart: if you include both one-time and recurring products, the one-time items charge only on the first invoice.
• Recurring schedule on templates: the start date can be set to the document's completion date.

How to use it

1. Add a product list to your document.
2. Add recurring and one-time products to the list.
3. For recurring products, open the product list properties and add a schedule. Set the invoice send date to the document completion date or a custom date.
4. When the document is completed, Sparkforge sends an invoice — recurring if at least one recurring product is in the list, one-time if not.

Why this exists

Before this change, recurring products and setup fees blocked teams from running invoicing through contracts. Now signing the contract kicks off the right invoice automatically — no parallel invoice setup needed.

What's coming next

• 2-in-1 documents: the invoice appears immediately after the primary signer signs the document.
• One-time deposit: collect a percentage of total product value in the first invoice.