cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
sales-clearcutmw
Level 1

Where is the option to sign an invoice on a tablet ?

 
1 Comment 1
JeveeAdvin__la
QuickBooks Team

Where is the option to sign an invoice on a tablet ?

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:

 

  1. From the Menu , select Estimates or Invoices.
  2. Select an existing transaction, or create a new one.
  3. Add any necessary information.
  4. Select Save.
  5. Select Get Signature.
  6. Have your customer sign with their finger.
  7. Select Done.

 

For Android here's how:

 

  1. From the Menu , select Estimates or Invoices.
  2. Select an existing transaction, or create a new one.
  3. Add any necessary information.
  4. Select Done.
  5. Have your customer sign with their finger.
  6. 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.

Need to get in touch?

Contact us