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mrsedaghati
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

 
17 Comments 17
Fiat Lux - ASIA
Level 15

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

...

JessT
Moderator

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Let's add a signature section to your invoices, mrsedaghati.

 

You can add Received by: on the Message on invoice box, so it will be printed on the invoice and your customer can sign the invoice.

 

 

You can also add the message to your invoice template, it will automatically come our every time you create invoices.

  1. On an Invoice page, click Customize at the bottom.
  2. Select Edit current to customized the checked template.
  3. Click the Content bar and click the lowest section of the previewed invoice on the right side.
  4. Enter Received by: in the message box. Refer to the screenshot.

 

If there are other things that you need to show on your invoices, please let me know.

Timmk
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

My customers sign the invoice on my phone but they want the signature to be on the invoice that I email them since it is for services done. How do I get their signature on the invoice that is emailed to them?

AlexV
QuickBooks Team

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Hi there, Timmk.

 

Thanks for dropping by! It's quick and easy to send an invoice with the client's signature using the mobile app. Let me show you how.

 

Once you save the invoice, you'll see a summary of it with the Get signature and the Send invoice button. First, click the Get signature to capture the customer's signature and save it. Then, tap Send invoice to send it and the signature will be added to the PDF file automatically that is attached to the email.Capture.PNG

 

I've added these links for more details about invoices:

Click the Reply and leave a comment again if you have more questions. Stay safe!

Abuster
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Hello, I have followed the instructions of capturing the customer's signature and sending them the invoice.  Their invoice does not have the signature on it and when I preview the PDF, there is no signature.

 

So how can I get their signature added to the invoice?

SarahannC
Moderator

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Let's get your customer's signature added to their invoices, Abuster.

 

It could be that we've missed a step, or the signature wasn't successfully saved in the process. 

 

Let's follow these steps and make sure not to skip a single step. Since capturing signatures can be done using the QuickBooks Online app, just follow the details below depending on your mobile device.

 

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. Select Save.
  5. Select Get Signature.
  6. Have your customer sign with their finger.
  7. Select 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. Select Done.
  5. Select Get Signature.
  6. Have your customer sign with their finger.
  7. Select Done.

 

You can then view the signature when you preview the form.

 

Also, I have tried sending a sample invoice to my personal email, and the signature successfully appears. See the sample screenshot below.

 

If it persists, you can follow these troubleshooting steps:

 

  • Restart your phone and launch again the app.
  • Update your phone's operating system.
  • Uninstall/Reinstall the app.

 

Still,  you can check this shared article for more additional details about invoices: Record invoice payments in QuickBooks Online.

 

Visit again if you need anything else. Take care and have a good one, Abuster.

Abuster
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

After going through the chat customer service, it has been determined that the signature on invoice feature is only available in the QBO Advanced subscription (highest level at $180/mo).  Therefore I did everything correctly but ran into the paywall. 

Fiat Lux - ASIA
Level 15

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

@Abuster 

You may consider having a 3rd party app as a workaround to lower your cost.

Evergreen 2021
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

I’ve been using the app for some time to collect signatures the way it’s listed but its not working as if two days. When I click on get signature there is no error it just sort of greys out and goes nowhere. Did something change? Or is this not free anymore and we are being forced to upgrade to advance and also getting a doc sign account? 

Giovann_G
Moderator

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Hello, Evergreen 2021.

 

I understand how important to have the Get Signature feature working when processing an invoice or estimate for a customer.

 

There have been no changes, and capturing signatures in QuickBooks Online is currently unavailable. However, you can use the QuickBooks mobile app Get Signature feature to capture and attach a signature to an invoice or estimate. 

 

The DocuSign account you're referring to is a third-party connector that allows you to obtain customer signatures. To connect this to QuickBooks, you must have a QuickBooks Online Advanced account. This isn't required if you're using the QuickBooks Online mobile app.

 

Going back to your issue, we are currently investigating the Get Signature feature if you're using an iOS phone. We've received reports that some customers' screens are greyed out or frozen, with only a white screen visible. If you're using an iPhone or iPad, I recommend contacting QuickBooks Online support to be added to the list of affected users.

 

Here's how:

 

  1. In QuickBooks, click Help at the top.
  2. Select Contact us
  3. Enter your concern about the signature.
  4. Tap Let’s talk
  5. Choose Chat with us to initiate a discussion with a live agent.

 

If you have an Android phone, let's do some troubleshooting steps to get it fixed. Please ensure your QuickBooks mobile app is updated. I'll show you how.

 

  1. Open Google Play Store.
  2. Tap the Menu ☰ icon, then Select My apps & games.
  3. In the Updates tab, look for the QuickBooks mobile app.
  4. Tap Update.

 

After that, we'll clear the app's data to refresh the app and remove any outdated files that are causing the feature to fail. From your phone's setting, select Apps and then choose the QuickBooks app from the list. Tap Storage then clear data.

 

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

 

If you need anything else, let us know. We're always available to help you.

Evergreen 2021
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Yes my phone is an apple im glad I’m not the only person having trouble with mobile app and obtaining signatures. I will be going through the steps you mentioned. Thank you

rob21_253
Level 2

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Can we do this in the US? My app does not look like that.

r84davis
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Jesus, $180 just to show the signature is unacceptable.  Can someone post some ways around this . Can we add Adobe or a 3rd party software to add the signature. This should come with the service in the first place. Come on Quickbooks!

MarkAngeloG
QuickBooks Team

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Hi there, @r84davis.

 

I understand how important it is to add signatures to invoices you send to your customers in QuickBooks Online. We assure you that we're always committed to providing you with the best QuickBooks Online experience. Our product engineers are working diligently to improve our services to everyone.

 

I recommend using a third-party software that can insert signatures to an invoice you send to your customers or manually add them through Adobe and send them outside QuickBooks Online.

 

While this option isn't currently available, I recommend sending feedback directly to our product engineers so they can take note of your suggestions.

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

Moreover, you can also learn how to customize invoice forms in QuickBooks Online to personalize your invoice looks that you send to your customers.

 

Please reply below if you have further concerns about adding signatures to your invoices in QuickBooks Online. We're always available to support you and ensure your needs are met.

4Gal
Level 11

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

@r84davis 

You will need a signature app and a connector to integrate with QBO.

r84davis
Level 1

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

Could you elaborate a little further. which one can I use?

htmedia
Level 2

How can i have customers signatures on the invoice for example they received service ( which is equipment Repair)and checked by them working it’s fine ?

I totally agree with this it’s absolute BS the fact that the backwards way of having some kind of weird solution on a phone and then nothing on desktop and making it all be connected it it being 2024 like WTF I have no idea why even use this freaking service.  If it can get any of its products or an order from how much we pay and all the messed up moving parts that would be great. Support person can feel free to leave their feedback below and it will get tended to in the order of how much I care anymore about this service working normally lol QB why are you like this WHY 

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