How do I add a signature image on the invoice template?

Hi there, @user00474. I'm glad to show you how to add a signature image to your invoices.

At this time, you can use the Attachments section to insert a signature image to your invoice. On the invoice creation screen, simply click on the Attachments box, then add your signature image from there.

Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to the +New icon, then click on Invoices.
3. Fill in the information, then add the signature image under Attachments.

Another option is to use a third-party tool that supports the process. You can check out one through the apps store.

For more tips while creating and personalising your invoices, you can open these articles:

• Create invoices in QuickBooks Online
• Customise invoices, estimates, and sales receipts in QuickBooks Online

On the other hand, if you're a project-based business, you can also create progress invoices to request partial payments during a project. Here's how: Set up and send progress invoices in QuickBooks Online.

Comment down below if you have any other questions while adding a signature image to your invoices. I'll be right here to help. Have a great weekend! 

@user00474 

Utilize a free invoicing app to have such feature and a connector to mirror the invoice data back into your QBO account.

I tried this and the signature doesn't show up on the invoice. Any other suggestions besides using a 3rd party app?

Hi there, @Shawn45.

I have other ways to insert a signature on your invoices. And that is to use an imported custom form style.

To do this, you would create a template through MS Word. Then, insert images including your signature from there. Before doing this, make sure the Import style feature is on. 

Here's how:

1. On your QuickBooks Online(QBO) account, click the Gear icon.
2. Choose QuickBooks labs. 
3. Scroll down, then toggle the Import Style feature to on.
4. Click Done. 

To guide you on how to import and design custom form styles for your invoices or estimates in QBO, I suggest checking this article: Import custom form styles for invoices or estimates.

If you need help making invoices for your customers after creating a template in the future, you can check this article for the steps: Create invoices in QuickBooks Online. 

Let me know if you have any other questions. I'll be around to assist you further. Have a good day.

Hi! I am also trying to do this for a client but I don't see the option to import style as you suggest. It only says invoice, estimate or sales receipt. Has this feature been eliminated in current QBO versions? I'm working in Plus as a QB Accountant.

Thank you.

Thank you for chiming into this thread, @clpurtill1. Let me share information about adding a signature feature on the invoice in QuickBooks Online.

The option to insert a signature using an imported custom style given by my colleague is currently unavailable. However, you can use a third-party tool to support the process of adding a signature to your invoice.

Also, your customer has the option to add their signature using the QuickBooks Online mobile version for fast and secure transactions.

For future reference, you can check this article to help manage customer payments and keep track of transactions inside the QuickBooks:

• Record invoice payments in QuickBooks Online
• Run a report in QuickBooks Online

Don't hesitate to return to this forum or respond directly to this message if you encounter any further challenges with your invoices or other QuickBooks Online tasks. We're here to assist you with any aspect of QBO that you find challenging.

Thank you for your reply. Can my client use the mobile app to add his signature to an invoice template, rather than needing to sign each invoice that goes out? Like the OP above, my client's invoices are not legal unless they are signed. I'm wondering if I create the template for him, can he open it on his mobile app and add his signature to it and then save it for all invoices in the future?

Accessing an invoice template in the QuickBooks Online (QBO) mobile app to add your client's signature is currently not possible, Clpurtill1.

I recommend sending Feedback to our Product Engineers team regarding this matter. Rest assured that they'll thoroughly assess your suggestion and provide updates to the software needed for your business. To send a feature recommendation, you can follow the steps below:

1. Go to the Gear icon at the top, then choose Feedback under Profile.

2. Indicate your comments or suggestions.

3. Then click Next to submit Feedback.

To keep track of your feature recommendation, you can visit the QuickBooks Online Feature Requests page.

In the meantime, I suggest requesting a picture of your client's signature on a white background and then attaching it in the Add a stamp, signature, or QR code section in your customized template. This way, your client's signature will be automatically included on future invoices, eliminating the need for them to sign each one individually. Please note that this feature is only applicable to the Airy new template.

For more information on personalizing your invoice templates and other sales forms, refer to this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Once the invoices are sent to your customers, you'll start receiving payments. I'll provide you with these guidelines to assist you in recording them: Record invoice payments in QuickBooks Online.

If there's anything else I can help you add your client's signature to the QBO invoices, kindly return to this thread. I'll be here to assist you at any time.

Thank you. This is exactly what I need. But when I applied the Airy New template I don't see that option to add a stamp. I am working in Plus. Is this a feature available to me? Is it a Beta feature?

I'm delighted to hear that the information provided by my colleague was helpful, clpurtill1.

In QuickBooks Online Plus, the option to add a stamp, signature, or QR code has been introduced in a recent update. However, the feature might not have properly loaded due to browser cache-related issues, so let's conduct some troubleshooting steps to isolate and resolve the problem.

You can begin by accessing your QuickBooks Online account in a private window. Here are some keyboard shortcuts to help you out:

• Google Chrome: Press Ctrl + Shift + N
• Mozilla Firefox: Press Ctrl + Shift + P
• Microsoft Edge: Press Ctrl + Shift + N

Once there, navigate to the Custom form styles page and check if the option is visible once you select the Airy New template. If everything looks good, I recommend returning to your regular browser and clearing its cache to remove outdated files. Alternatively, you can use other supported browsers.

I've found some helpful resources to enhance your experience with QuickBooks Online. For detailed guidance on customizing your sales forms, such as invoices, estimates, and sales receipts, check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, if you're looking to streamline the process of recording and receiving customer payments, don't miss this guide: Record invoice payments in QuickBooks Online.

If you have any more questions about tailoring your invoices or need additional support, I'm just a post away. My goal is to to help you make the most of QuickBooks Online, ensuring it's perfectly attuned to your business needs. Looking forward to assisting you further!

I tried a private window in Firefox and also tried in Chrome and I don't see the option with the Airy New template. Is there a way to make sure I have the most recent update?

Thank you.

We appreciate you for troubleshooting your browser, clpurtill1. Allow me to route you to the appropriate support for assistance.

QuickBooks Online (QBO) automatically updates once new features are available, as it's cloud-based software. Hence, you should be able to see the feature once you select the Airy new template. You can refer to this image for the details:

Since the option isn't visible on your end, I recommend contacting our customer support team. They can identify the root cause of your concern and provide the most relevant resolution or workaround.

Here's how:

1. Click (?) Help, then the Search tab.
2. Select Contact Us and enter your concern.
3. Hit Continue, then pick Start a Chat to talk to an expert.

Also, please note their support hours to connect with them accordingly.

Additionally, this feature is unavailable in the US, Saudi Arabia, or United Arab Emirates. If you're using QBO versions from these states, I recommend sending feedback to our product development team. They might include your suggestions, considering how they can improve your invoicing experience.

Moreover, you can scan this material for guidance once your customers have settled their current balances: Record invoice payments in QuickBooks Online.

Kindly inform us if you have additional inquiries about the ability to customize invoices or other sales forms in QuickBooks Online. We're just around, always willing to offer further assistance whenever necessary.

That solves it: I'm in the US. That's too bad! It's exactly what many business owners need when legally required to have a signature on an invoice.