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pcawms-yahoo-com
Level 2

Can I get a customer's signature on an invoice using mobile app?

 
1 Comment 1
ReymondO
Moderator

Can I get a customer's signature on an invoice using mobile app?

Good day, pcawms. Thanks for sharing your concern in the QuickBooks Community.

 

Certainly, you can capture customer signatures using the QuickBooks Online app, ensuring a swift and secure transaction process.

 

Here's how it works:

 

On iOS

 

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

 

On Android

 

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

 

For future reference, I've included a link to this article, which contains a video tutorial on recording payments in the QuickBooks Mobile App: How to Record Customer Payments in the QuickBooks Mobile App.

 

Should you require any further assistance, please don't hesitate to reach out. We're always here to help you.

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