How can I require signatures on my emailed invoices?

jzimm25 · ‎December 28, 2023

Customer signature

AnneMariee · ‎December 28, 2023

I see that you are looking for information on how to get your customers' signatures on your e-invoices in QuickBooks Online (QBO). I'm here to help you with that.

Currently, the option to obtain your customers' signatures on your emailed invoices isn't available. For now, I suggest visiting our app center to find a third-party application to allow you to do so. You may also look for apps within QBO. I'll guide you on how.

Log in to your QBO account.
On the left navigation panel, go to Apps.
Under the Find Apps tab, enter a keyword, or use the Browse categories dropdown to locate an app.

Once you've found an app that best suits your needs, click on it to explore the reviews and pricing details. Then, go ahead and start the signup and installation process. Additionally, ensure you authorize QuickBooks to share your data with the selected app. Feel free to customize your preferences as well.

Furthermore, you may also use the QBO mobile app so your customer can electronically sign invoices on your phone or tablet. Check out this article to learn how: Capture signatures using the QuickBooks Online app.

You may want to personalize your sales forms and add specific info to them. Here's an article to guide you on how: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please feel free to reach out if you have any other questions about getting your customers' signatures on your e-invoices. I'm here to lend a hand whenever you need it.

4Gal · ‎December 28, 2023

@jzimm25

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

jzimm25 · ‎December 28, 2023

I run a mobile rv repair business. I almost never need a signature. EXCEPT, Extended Warranty Claims. They require a signed invoice. I am having trouble finding ANY suitable app add on in the store so I will likely need to download the invoice, upload it to docusign manually and then send it to the customer. Why oh why quickbooks do you not have such a simple feature, literally a box for drawing, on an invoice. Please work on this.

jzimm25 · ‎December 28, 2023

To clarify: I think there is a solution if i am present with the customer...but if i am not, which I not always am with the customer, i have to email them the invoice.

JessT · ‎December 28, 2023

Hi jzimm25,

It would be beneficial to incorporate the capability to sign invoices directly within the QuickBooks Online web interface. Although this functionality is not currently available, I recommend providing feedback so that our engineers can take it into account for potential inclusion in upcoming updates.

Select Settings ⚙, then Feedback.
Enter your comments or product suggestions.
Select Next to submit your feedback.

If you have other concerns about the invoicing feature, feel free to go back to this thread. We'll be happy to help you again.

4Gal · ‎December 28, 2023

@jzimm25

You can explore the following field service apps to integrate with QBO.

https://housecallpro.partnerlinks.io/quickbooks

https://go.getjobber.com/quickbooks

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How can I require signatures on my emailed invoices?