Skip to main content
August 11, 2023
Question

Can I get a signature on invoices?

  • August 11, 2023
  • 1 reply
  • 0 views
I need customers to sign invoice before the work is performed so I have proof of an authorized person has authorized the service and understands what happens if they don't pay in a timely manner.

1 reply

August 11, 2023

Welcome to the Community, bkwarren.

 

I'll help you capture signatures from your customers through invoices.

 

This feature is available in QuickBooks Online mobile apps. You can download the app from your App store. You can then create an invoice and get your customer's signature. I'll show you the steps for both iOS and Android.

 

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. Hit Save.
  5. Choose Get Signature.
  6. Have your customer sign with their finger.
  7. Click 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. Click Done.
  5. Choose Get Signature.
  6. Have your customer sign with their finger.
  7. Hit Done.

 

If you need to work on the web version, you may use a third-party application to help you get signatures to the invoices. You can visit our QuickBooks App Market or go to the Apps menu within your QBO account to find one.

 

For future reference, you can also read this article about recording invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

 

Don't hesitate to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

August 16, 2023

i dont seem to have that option, im using the android version, no "get signature" option seems to be available