Collect a payment from a signer during the DocuSign signing ceremony using the Payments feature

Steps

1. Configure at least one payment gateway (e.g., a supported processor like Stripe or Braintree) for the account in advance via DocuSign's payment gateway management settings — this account-level setup yields a gatewayAccountId to reference and is a prerequisite before any API call can charge a signer.
2. When building the envelope's recipient tabs, add a Formula tab configured with a paymentDetails object (rather than a plain signature/text tab); paymentDetails includes gatewayAccountId, gatewayName, currencyCode, and a lineItems array (each with name, description, amount/quantity) describing what's being charged.
3. Send the envelope as normal; during the signing ceremony, DocuSign inserts a payment collection form (e.g., credit card entry) at the payment tab's location before the signer can finish signing.
4. DocuSign passes envelope ID, recipient name/email, and the configured line-item details to the gateway to process the charge; DocuSign does not store or process the raw card data itself.
5. After completion, check the paymentDetails status/chargeId fields on the completed envelope to confirm the charge succeeded, and reconcile against the gateway's own transaction records.
6. Plan workflow and retry/void logic around payment being a blocking step: if the signer cannot complete payment, the envelope cannot be completed.