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douglas8
June 17, 2020
Question

My customers signature does not appear on the invoice sent to the customer

  • June 17, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Angelyn_T
Angelyn_T
June 17, 2020

Hello, @douglas8.

 

If you're using a custom form template, we can't include the signature when printing or sending invoices to customers. The reason for this is that we can't map the signature field when importing a template. On the contrary, you can still send/print an invoice with a signature when using the standard template.

 

To learn more about capture signatures using QuickBooks Online (QBO) app, read this article.

 

Also, open this link for more information about managing customers and income for QBO.

 

You can always visit us here if you have any other concerns. I'm here to help. Keep safe!

D
douglas8Author
June 17, 2020

Hi Angelyn, 

Thank you for the info.

How would i change a custom form template back to a standard template and what info would i be able to put on a standard template. Meaning company details and logo?

Regards.

Douglas. 

M
MadelynC
June 17, 2020

You’re always welcome, @douglas8.


Let me assist you this time in changing the custom form template back to the standard style. 


You’ll want to select the invoice or the new one to modify the form style of your transaction. Here’s how you do it.

 

  1. From the open invoice, select Customize at the middle bottom of the page.
  2. Choose Standard, then Save.

If you want to set this style to your new transactions, you can still follow the steps above. You can also add a logo, business, and other details on your standard form once you used it. I'll show you the steps:

 

  1. Select the Gear icon.
  2. Under Your Company, choose Custom form styles.
  3. Click Standard from the list.
  4. Add some information then hit Done.


I found an article you may use to create a separate template for your invoices, estimates, and sales receipts moving forward. QBO also has the ability to have multiple templates for each form. Please refer to this article for more information: Customise invoices, estimates, and sales receipts in QuickBooks Online.


Don’t hesitate to contact us again if you have an additional concern. I’m here to lend a hand. 

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