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bkwarren2020-yah
Level 1

Can I get a signature on invoices?

I need customers to sign invoice before the work is performed so I have proof of an authorized person has authorized the service and understands what happens if they don't pay in a timely manner.
7 Comments 7
Ethel_A
QuickBooks Team

Can I get a signature on invoices?

Welcome to the Community, bkwarren.

 

I'll help you capture signatures from your customers through invoices.

 

This feature is available in QuickBooks Online mobile apps. You can download the app from your App store. You can then create an invoice and get your customer's signature. I'll show you the steps for both iOS and Android.

 

iOS

 

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

 

Android

 

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

 

If you need to work on the web version, you may use a third-party application to help you get signatures to the invoices. You can visit our QuickBooks App Market or go to the Apps menu within your QBO account to find one.

 

For future reference, you can also read this article about recording invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

 

Don't hesitate to comment below if you have questions about managing invoices in QuickBooks Online. I'm always here to help. Have a great day.

freddy2576
Level 1

Can I get a signature on invoices?

i dont seem to have that option, im using the android version, no "get signature" option seems to be available

bkwarren2020-yah
Level 1

Can I get a signature on invoices?

This doesn’t happen with the new update. We used this way before the update and it worked fine. Even one of your techs while on the phone for over 2 hours couldn’t do this on their own phone. Please try doing this BEFORE relaying the “how to” info to me. Thanks 

Kevin_C
QuickBooks Team

Can I get a signature on invoices?

Hello there, @freddy2576 and @bkwarren202.

 

I'm here to clarify a few things about how capturing signatures works in the QuickBooks Online (QBO) mobile app.

 

You can follow the steps my peer, Ethel_A, shared above if you have the old invoice interface in your QBO account.

 

However, if you have a new invoice experience layout, getting a signature on your invoice using the QBO mobile app is unavailable. In the meantime, I suggest utilizing a third-party app that allows you to get signatures on your invoices.

 

While this feature is not possible, I recommend sending your feedback to our Product Development Team so they can review it and consider implementing it in the future. Here's how you can submit feature requests using your QBO mobile app:

 

  1. Click the Menu button.
  2. Select the Gear icon.
  3. Scroll down, and then choose Feedback under the Help section.
  4. Enter your feedback and product suggestions.
  5. Tap Send Feedback.

 

Additionally, check out this article to personalize your invoices and change things like your logo and default message using your QBO mobile app: Customize invoices on the QuickBooks Online mobile app. Otherwise, utilize QBO on the web instead if you need to customize other sales forms.

 

Please know that you're always welcome to post a reply in this thread if you have any other questions about managing your invoices. I'll be around to assist you.

Manni Singh
Level 1

Can I get a signature on invoices?

Why would you remove this feature? It is a crucial feature so QuickBooks users don't get chargebacks. 

renewlightsaz
Level 2

Can I get a signature on invoices?

Having a signature on an invoice is vital for many people to actually get paid. How can I prove to an accounting dept that I got approval for work from the managers without their signature. This is a huge fail for QuickBooks 

JamaicaA
QuickBooks Team

Can I get a signature on invoices?

Hello there, @renewlightsaz.

 

I agree with the suggestion that users should be able to allow customers to add signatures on invoices for validity. This great idea deserves to be shared with our innovators. 

 

Our goal is to cater to all business needs. If enough users request this feature, our product developers can consider adding it in future updates. Follow the steps below to submit:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Share your suggestion, then click Next.

qbo_feedback.png

 

Visit this website to track your requests. Our blog will also update you with recent events and developments.

 

See this article to learn how to personalize and enhance the sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Save this guide to entering customer payments in the program: Record invoice payments in QuickBooks Online.

 

Stay in touch if you have other concerns with sales or any other questions related to invoices. I’m always here to answer them. Take care.

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