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tallsean
Level 1

Is it possible for me to send an estimate or invoice for the client to sign and date directly on the estimate nor invoice?

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Is it possible for me to send an estimate or invoice for the client to sign and date directly on the estimate nor invoice?

What kind of business do you run? You may need a 3rd party app to do so.

Charies_M
Moderator

Is it possible for me to send an estimate or invoice for the client to sign and date directly on the estimate nor invoice?

It's my pleasure to address your concern today, tallsean.

 

The option to send an estimate or invoice where the client can directly sign on is unavailable. You may consider using a third-party application that can help you achieve your goal. You can visit our QuickBooks App Center to look for a third-party application that can help import payroll transactions into QBO.

 

Here's how:

  1. Select Apps from the sidebar menu.
  2. Go to the Find Apps tab.
  3. Enter a keyword in the search bar or click the Browse category button to filter the results.

Also, you'll want to check out our Help Articles to help you with the tasks and tips when using QBO.

 

Feel free to go back to this thread if you need anything else while working with invoices and estimates. Have a good one.

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