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Replying to:
KlentB
Moderator

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Hi there,

 

Thanks for checking out the Community space. I'm here to share some updates about the e-signature feature.

 

For a fast and secure transaction, your customer can electronically sign their invoices and estimates on your phone or tablet using the QuickBooks Online mobile app. I'll show you how:

 

  1. Go to Menu ☰, then select Invoices.
  2. Select an existing transaction or create a new one.
  3. Enter the necessary information.
  4. Tap Save if you're using an IOS device. If you're using an Android device, select Done.
  5. Choose Get Signature, then have your customer sign the invoice with their finger.
  6. Tap Done to complete the process.

If you're using the web version in sending the invoices, this feature isn't yet available. For now, I recommend visiting our QuickBooks App Center to find a third-party application that allows approval of invoices via electronic signature. You may also follow these steps in searching the app inside the program:

 

  1. Login to qbo.intuit.com.
  2. Select Apps from the sidebar menu.
  3. Go to the Find Apps tab.
  4. Enter a keyword or click the Browse category button to filter the results.

Additionally, I've included an article that will help you design the invoices so your customers will recognize your brand: Customize sales forms.

 

Keep me posted if have any other concerns or QuickBooks-related questions. I'll always have your back.

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