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:
- Open your QuickBooks to select the three horizontal bars icon or Menu and choose Invoices.
- Pick an existing transaction, or create a new one.
- Fill in the fields with the correct information and click Save.
- Select Get Signature.
- 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:
- Go to Apps on the left side menu.
- Enter a keyword in the Search box to expedite the process.
- 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.
