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Level 1

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?

 
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QuickBooks Team

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?

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. 

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Level 1

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?

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?

Highlighted
QuickBooks Team

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?

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!

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Level 1

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?

Docusign Works for this !!! 

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Level 1

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?

Is there a way to set up a designated device that people can sign their invoices on that restrics them from looking at your quick books and valuable information. I tried to set up an Ipad for this with customer user setting allowing that user to only see

"Sales:All sales transactions, customers, and products and services"

but when i try to sign into the ipad it says this error code "Your user role will be supported in a future update. But if i set it up as a standard user it will let me do it the problem is all the bank account info displays on the front page along with the balance ETC... ANy ideas 

Highlighted
QuickBooks Team

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?

Hi there. I'll help you from here. I want to make sure we're on the same page so we can get to the bottom of this faster. Are you using the iPad app or you're using the browser to access your account? Feel free to send screenshots of what you're seeing on your end. Don't forget to cover any sensitive information since this Community is public. :) 

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Level 1

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?

Do you mean is possible to integrate and automate this or I need to do separate in DocuSign?