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April 29, 2019
Question

How can our customer esign their invoices in Quickbooks online? The invoices are emailed to the customer and they need to be able to esign the invoice but how?

  • April 29, 2019
  • 1 reply
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1 reply

AddieC
April 29, 2019

Hello, 

 

Having a customer signature on your invoice can come in handy and help you feel confident about an agreed upon price. 

 

In QuickBooks Online, a customer is able to electronically sign their invoices on your phone or tablet when you're using the mobile app. The mobile app is the only place your customer has touch-screen abilities, and this is where you can accept e-signatures. If you're sending the email remotely, this option isn't yet available. 

 

I can appreciate how helpful this would be, and I'll definitely pass your feedback along to the right people. If you're interested in presenting your customers with their invoice in-person, you can download the mobile app from the iTunes or Google Play store, and then accept signatures directly. 

 

I hope this helps to answer your question. If you have any other questions, please let me know. 

 

Have a great day. 

info214Author
April 29, 2019

Hi,

 

Thanks for your response to my question. As I do not see our customers we need them to sign when the invoice is emailed to them. Any other suggestions?

AddieC
April 29, 2019

Hi there, 

 

I'd recommend asking your customer to print the PDF copy of the invoice on their end, sign in, then scan it back onto their computer to email it back. There's all sorts of ways that they're able to do this, whether the customer has access to a physical scanning machine or not. Many mobile devices allow you to scan documents as well. Otherwise, I'd recommend consulting with your customers themselves to figure out what they're most comfortable with in regards to signing the invoice. 

 

Let me know if there's anything else I can do to help. 

Cheers!