As a notary signing agent, you can keep track of both your outstanding and received payments on Snapdocs.
This includes payments for signings that you've received through Snapdocs, as well as payments for signings that you've manually added to your dashboard.
Accounting Page
To access your payments, log in to your Snapdocs account and go to your Accounting page. You will land on the Payments tab, where you'll see a list of your outstanding payments first, and then a list of your received payments. You can also see when a payment has been sent by a company (if the company uses this functionality) and when you marked a payment as being received.
Managing Outstanding Payments
You can mark an order as paid by selecting Mark as Paid next to the order. Learn more about how to mark orders as paid. Marking an order as paid will move the order from your outstanding payments to your received payments.
You can also see whether an order is being paid through VendorPay or not, as it will say VendorPay under the fee. If an order is being paid through VendorPay, please take a look at our VendorPay FAQ to learn about how VendorPay works and when you can expect to receive payment. If an order is not paid through VendorPay, please take a look at the instructions here on how to follow up with companies regarding payment.
You can download a spreadsheet of all your outstanding payments by selecting Download.
Managing Received Payments
To change the details of when you received a payment, select the order that you'd like to edit the payment information for.
You can download a history of all your payments (both outstanding and received) by selecting Download all. To download all your payments for a specific time period, select Filter.
Note: Filtering by a date range will filter based on the signing appointment date and not by the payment received date.
