Hi there, sales-clearcutmw.
In the QuickBooks Online app, you can capture customer signatures on both iOS and Android devices by simply selecting the Get Signature option. Below, I'll outline the step-by-step process for doing so.
For iOS follow the steps below:
- From the Menu ☰, select Estimates or Invoices.
- Select an existing transaction, or create a new one.
- Add any necessary information.
- Select Save.
- Select Get Signature.
- Have your customer sign with their finger.
- Select Done.
For Android here's how:
- From the Menu ☰, select Estimates or Invoices.
- Select an existing transaction, or create a new one.
- Add any necessary information.
- Select Done.
- Have your customer sign with their finger.
- Select Done.
Additionally, 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: Apps help QuickBooks run better.
We can also check out this article for future reference on how to receive and record invoice payments in QBO: Record invoice payments in QuickBooks Online.
If you have any more questions about capturing signatures on invoices, please feel free to ask. We're here to assist promptly. Have a great day ahead.