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H
hr46
June 1, 2022
Question

How to add signature in the invoice?

  • June 1, 2022
  • 1 reply
  • 0 views
how can i add a digital or e signature to my invoices in quickbook

1 reply

R
RCV
June 1, 2022

Thanks for checking in with us, @hr46

 

I recognize the importance of adding a digital signature on your invoices. However, this option is unavailable in QuickBooks Online (QBO). In the meantime, you can let your customer sign an estimate or invoice in QBO mobile app. Here's how: 

  1. Open your QuickBooks to select the three horizontal bars icon or Menu and choose Invoices.
  2. Pick an existing transaction, or create a new one.
  3. Fill in the fields with the correct information and click Save.
  4. Select Get Signature.
  5. Let your customer sign with their finger and tap the Done option.

 

For Android devices, I suggest following the steps I shared above (iOS). You'll want to check for a third-party application that can help you with this one. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. This is a one-stop-shop where you find software that integrates with the online program. We can also do it in QBO by following the steps below:

  1. Go to Apps on the left side menu.
  2. Enter a keyword in the Search box to expedite the process.
  3. From the list, choose the one that best fits your needs or read the customers’ reviews first for a better comparison.

 

Any questions about integrating the app into your Online account are best handled by the third-party app provider. To personalise and add specific info to your sales forms, you can check out this article: invoices, estimates, and sales receipts in QuickBooks Online. It outlines the complete steps to create a new template, tailor the appearance of your invoices, and personalize your email message, to name a few.

 

For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles.

 

Feel free to go back to this post if you need a hand with customising your sales forms. I'll be here to help. 

S
SetxFire
April 6, 2023

I have qbo app on ios and android and the signature function for invoices or estimates is not there at all. Is there a way to add it in

D
DebSheenD
April 6, 2023

Thank you for posting here in the Community, @SetxFire .

 

Allow me to step in and help you turn on the signature function in QuickBooks Online (QBO) app.

 

Once you capture signatures for your invoices or estimates, they will automatically be embedded in that transaction.

iOS

 

  1. From the Menu ☰, select Estimates or Invoices.
  2. Select an existing transaction or create a new one.
  3. Add any necessary information.
  4. Select Save.
  5. Select Get Signature.
  6. Have your customer sign with their finger.
  7. Select Done.

 

Android

 

  1. From the Menu ☰, select Estimates or Invoices.
  2. Select an existing transaction or create a new one.
  3. Add any necessary information.
  4. Select Done.
  5. Select Get Signature.
  6. Have your customer sign with their finger.
  7. Select Done.

 

If you wish to design and personalize your invoices, you may read through this article: Customize sales forms.

 

Please get back here if you have additional questions about managing your sales transactions. Have a great day!

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