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A
alltranhose
September 26, 2019
Question

How to capture signatures using QuickBooks Online for mobile using custom invoice template. Customers are able to sign, we see it on app, but does not show up on invoice.

  • September 26, 2019
  • 3 replies
  • 0 views
I've done the below - however that captured signature does not print on the custom invoice I created.

Capture signatures using QuickBooks Online for mobile
  1. Open a new or existing estimate or invoice.
  2. Add any transaction info, as usual.
  3. Select Get Signature.
  4. Let your customer sign with their finger. They can always clear it and sign again.
  5. Select Done (Android) or Save (iPhone/iPad)

3 replies

J
jcgomez
September 26, 2019

Hi alltranhose,

I appreciate you exploring our Community articles with the steps to attach a signature.

Currently, we can’t include the signature when printing an invoice with a custom template. The reason for this is that we can't map the signature field when importing a template. But you can still print an invoice with the signature when you’re using a standard template.

For now, we want to hear your thoughts about this. Notify our product development team about printing customer’s signature on imported templates. Send your feedback through the Gear icon and choose Feedback. This way, they can collate all the feedback coming from our clients.

If you have other questions, feel free to leave a comment below.




J
jackiechan
October 2, 2019

HI, i've tried to use the default invoice form, the classic style and the signature captured still does not show up on printouts. I think this only happened recently, possibly the last two weeks, and for the past two years i've always had no issue with printing out signatures on invoices. 


What gives?

 

 

JaneD
JaneD
October 2, 2019

Hi there, jackiechan.

 

I appreciate you bringing this issue to our attention. 

 

Let's try some basic troubleshooting steps to isolate this. Please make sure you have the updated QuickBooks Online (QBO) Mobile App installed.

 

Aside from updating the app to the latest version, you can try clearing its cache to resolve unexpected responses or outcome.

 

Here are the steps:

  1. Log out of the QBO app.
  2. Go to your phone settings.
  3. Select Applications.
  4. Locate QBO and click on Clear Data and Cache.
  5. Restart the phone and log back in to the QBO app.

If the same thing happens, let's uninstall and reinstall the app. You can follow the detailed steps in this article: Download the QBO Mobile App.

 

Please let me know how it goes by leaving a comment below. I'm here to help. Have a good one.

P
PascalF
August 19, 2020

Is there a way a client could open an estimate from an email and electronically sign it? It's like a must. And have an approved/declined button. 

    C
    Catherine_B
    August 19, 2020

    Hello there, PascalF.

     

    While the option to electronically sign and add the Approved/Declined button in sales receipt is unavailable, you can use one of our supported third-party apps that you can integrate into QuickBooks.

     

    Let me show you how to get an app:

     

    1. Go to our Apps Center.
    2. Enter something like e-signature.
    3. You can look into the Overview on how the app works and the Reviews of some users.
    4. Click Get app now to subscribe to the app. 

    Meantime, you can let them print and sign it. Then, email the signed sales receipt. 

     

    You can check this article that will help you manage your sales forms: Customise invoices on the QuickBooks Online mobile app.

     

    Your feedback will help you improve the software more. I'll surely take note of this suggestion. For updates, you can visit our QuickBooks Blog. 

     

    Always know that the Community is ready if you need more help. You take care!

    L
    LRS3
    September 28, 2022

    This function has stopped working on my QBO phone app. I am unable to capture signatures on the invoice.  From a quick internet search I can see that others are also having this problem.  However, it's not clear how to get help with this. Where does one get help?

    G
    GebelAlainaM
    September 28, 2022

    Thank you for sharing your concern with us, @LRS3. I'm here to help you fix the issue. 

     

    We can fix the issue in your mobile application for QuickBooks by performing the basic troubleshooting steps. A large amount of data and cache is most likely causing the QuickBooks Online app to malfunction unexpectedly and you unable to utilize some features. Doing this process helps refresh applications and eliminates common issues and ensures that your mobile app is updated to its latest version. Clearing the app's data can be done on the app or your phone settings. 

     

    Here's how to do it in the QuickBooks Online app: 

     

    For the IOS version:

     

    1. Go to the Menu icon and tap Help & Feedback.
    2. Select Refresh Data.
    3. If you get a prompt message “Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.”
    4. Tap Refresh to confirm.

     

    For Android:

     

    1. Go to the Menu icon, then tap More Options ⋮.
    2. Tap Settings then Refresh Data.
    3. Select YES to confirm.

     

    You can also refresh the data on your Phone Settings, here's how:

     

    • For Android - Go to your phone's settings, select Apps and choose the QuickBooks app from the list and select Storage. Then tap Clear data.

     

    • For iOS - On your phone's settings, select Settings, then, click on General and choose iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App.

     

    If the issue persists, you can try uninstalling and reinstalling the app, please refer to this article for the steps: How to download the QuickBooks Online mobile app. 

     

    For more information about QuickBooks App, you can refer to the following articles:

     

     

    If you have any other concerns, let me know in the comment section. I'll be happy to help you. Have a good one!

    L
    LRS3
    September 29, 2022

    Thank you so much. I couldn’t work out how to do it from inside the app but the second option worked for sure! 

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