Wanting to capture signatures from customers for invoices issuing a signature pad. We Use quickbooks online on a computer. Any suggestions?

You can only capture signatures using the QuickBooks Online app, Bret-troxell.

It lets your customers sign an estimate or invoice for a fast and secure transaction.

First, download the app from the Google store or App store. 

Then, when creating an estimate or invoice, you can get their signature. I'll share with you the article with the steps depending on what phone (iOS and Android) you're using.

Although, if you wish to use your signature pad, you can check for third-party apps that will help you capture the signatures. Visit our Apps website for the list. 

Reach out to us again if you need our help. We're just around to assist you.

@bret-troxell 

Another option, you may utilize a 3rd party app to get a signature on estimate by computer. Once your estimate is signed, it will generate invoice automatically.

What third party app do you recommend? 

Welcome to the Community, PlatinumDJ.

We're unable to suggest third-party applications that you can use to attach a signature on an estimate or invoice while using a computer. Though, you can check some applications that are compatible with QuickBooks Online through our App menu. I'll guide you how.

1. Go to the Apps menu.
2. Select Finds Apps.
3. Search an app on the Find apps to streamline your work field or click Browse Category to find a suitable app that works best for you.
4. Once you have found an app, click it and then select Get App Now.

I also encourage you to check out our QuickBooks Online Blog from time to time. There, you'll be updated with all the features and enhancements that our developers are working on.

Additionally, you can always browse our Income and Expenses articles. This way, you'll find some tips and related references for your future tasks.

You can always get back in this comment section if you have other concerns about managing your sales transactions. Doing so helps us to further assist you.

@PlatinumDJ 

Explore this one

http:// get.practiceignition.com/quickbooks

We use the bundled inventory options in QuickBooks online however I noticed when using the app we are not able to collect the customer signature via the app. Is there a different way that we can still obtain signature on our invoices 

I'd be please to help with how you can obtain a signature on your invoices using the app, 3DDoors.

You can follow the step-by-step process of obtaining a signature on your invoices.

For 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. Tap on Save.
5. Select Get Signature.
6. Have the customer sign with their finger.
7. Hit Done.

If you're using android gadgets, you can follow the steps in this article: Capture signatures using the QuickBooks Online app. 

Additionally, I'll be sharing with you this article: QuickBooks Mobile: Frequently Asked Questions (FAQ). This will help guide you in managing your account using your mobile phone as well as accessing your latest account activities.

I'll lend a helping hand if you need anything else. Have a great rest of your day!

To clarify, we are trying to obtain an e-signature that includes bundled inventory items. When trying to review the invoice in the app it tells us it’s not available and we must edit using the web.

Hello there, 3DDoors.

I appreciate you for getting back to us here in the Community. I'm here to share some information about e-signature on an invoice. 

Capturing signatures on an invoice is available in QuickBooks Online (QBO) mobile app. However, there's no option to add bundled inventory items to the app.

In the meantime, you can use a browser on your phone to add bundled items to an invoice. Once done, use the mobile app for e signature.

You can also check this article for more information about comparing mobile app features. For more useful topics, feel free to browse them here on our Community page. 

Feel welcome to get back on this thread if you'll need assistance in dealing with your invoices. We're always here to help you.

When capturing a signature with the quick books online app, correct me if I am wrong, it looks like the signature file is not embedded into the invoice. Looks to me that it is a separate file that is not showing a link to the invoice.

Thanks for chiming in on this thread, @tesaccts1.

It's great to see you here in the Community forum. I'll share some insight about how capturing signatures works in QuickBooks Online (QBO) mobile app.

Once you capture signatures for your invoices or estimates, they will automatically be embedded in that transaction. See the image below for what it should look like from an invoice in the QBO mobile app.

On the other hand, you will see the captured signature as an attachment if you're viewing it from a web browser. See the image below:

However, if you're referring to whether it will be embedded into the invoice when you send it to your customers, then you're correct that it will be separated from that transaction.

If this isn't the case, can you please send a screenshot of what it looks like on your end?

In addition to this, feel free to bookmark this article in your browser for future reference: Fix common errors in the QuickBooks Online mobile app for Android. It provides solutions for sign-in problems, upgrades issues, and Google Play charge concerns.

The Community is always open if you have other questions while working with your QBO account. I'll be around to help. Stay safe!

Can this be done on a simple start plan? Or what would I have to upgrade to?

Thank you for posting here in the Community, @Nacho978.

Yes, capturing signatures using the QuickBooks Online app is available on all QuickBooks Online Plans including Simple Start. It enables a quick and secure transaction by allowing your costumer to sign an estimate or invoice.

First, download the app from the Google or App store. Then when creating an estimate or invoice, you can get their signature. I'll share with you how, depending on what phone (iOS and Android) you're using.

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.

If you wish to design and personalize your invoices, you may read through this article: Customize sales forms. 

Please get back here if you have additional questions about managing your sales transactions. Have a great day!

Wish QB would allow signature captures for bundled items. 

Hi there, @3DDoors.

For now, the option to capture signatures for bundled items is currently unavailable. We understand how convenient it is for you and your business and what we can do is to send a request to our product developers. We suggest sending feedback by following the steps below:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback under Profile.
3. Share your feedback.
4. Click Next to submit.

Another easy way to share your feedback is to enter them through this link: QuickBooks Online Feature Requests.

For future reference, I've also included an article that you may find helpful in processing payments in QuickBooks Online Mobile App: Receive an invoice payment using the QBO Mobile App.

Should you need anything else about your sales transactions, I'm just a reply away. Have a great day!

I am currently on iOS 16.2 and my Quickbooks online app is updated, but still no option to get a signature for invoices or estimates. I am subscribed with the Simple Start plan.

Hi there, @Superlative Wrap.

I'm here to help share insights about getting a signature from customers for invoices in QuickBooks Online using the mobile app.

I wanted to make sure I've got you on the same page and I found out that the feature to get signatures for invoices is not available for the Simple Start plan. For now, we may need to upgrade your plan to use the such feature: Upgrade your QuickBooks Online Subscription.

While the option is only available for customers with a plan in Plus and Advance subscription, I recommend getting in touch and letting our product developers know about this request by sending feedback. I'll show you how.

1. Go to the Gear icon.
2. Under Profile, select Feedback.
3. Describe how getting the signature for invoices is helping your business grow while using QuickBooks.
4. Select Next.
5. Click Skip and send message.

I also recommend you  to visit our QuickBooks Online Blog instead. This way, you can view the latest updates in QuickBooks.
 

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.

Leave a comment below if you have any other issues or concerns, and I'll get back to you as soon as possible. I'm always here to help. Have a good one!

I do not see this option please advise:

Hello there, @rob21_253.

Currently, it is not possible to collect signatures from customers for invoices. We can send a request to our product developers because we recognize how convenient it is for you and your company. We advise submitting feedback by doing the things listed below:

While the option is only accessible to customers with a Plus or Advance membership plan, I still advise getting in touch and submitting feedback to our product developers to let them know about this need. I'll demonstrate.

Here's how:

1. Go to the Gear icon.
2. Under Profile, select Feedback.
3. Describe how getting the signature for invoices is helping your business grow while using QuickBooks.
4. Select Next.
5. Click Skip and send message.

I've also added this post, which features a video on recording payments, for future reference: How to Record Customer Payments in the QuickBooks Mobile App.

Let me know if you have additional questions about managing invoices. I'm always here to help.

@rob21_253 

You need a 3rd party app to do so.

The capture signature is not an option on my I phone but I can do it on my Apple I pad!!

Thanks for coming back on this thread, @rob21_253.

I acknowledge you for verifying that the feature works on your iPad but not on your iPhone. That said, we can try refreshing your QBO app to refresh the application and resolve common issues. Thus, we can ensure that your mobile app is updated to the latest version.

I'll show you how:

1. Go to the Menu icon and tap Help & Feedback.
2. Select Refresh Data.
3. If you get a prompt message “Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.”
4. Tap Refresh to confirm.

From your phone's settings, select Settings, then, click on General and choose iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App.

Then, we can uninstall and reinstall the app to start with a clean slate.

For more insights about this feature, you can refer to these articles:

• Capture signatures using the QuickBooks Online app
• Compare mobile app features

Let me know how else I can help you with QuickBooks Online tasks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe.

Could you send me the steps to add a 'Get Signature'.  Will I need to send my estimates from my phone to receive a signature from a client?  I have QuickBooks online simple start.  Last yr. I created estimate/quote from Microsoft, and it had a signature block for my clients.  I was hoping to streamline the process.  I do most of my work on my computer but have apps on my phone also.

Adding the Get Signature feature is great functionality, TrinityMT.

As of now, this option isn't available in QuickBooks Online. I'd recommend looking for third-party application that you can integrate with the program. I'll show you how.

1. Go to the Apps menu.
2. Select Finds Apps.
3. Search an app on the Find apps to streamline your work field or click Browse Category.
4. Once you have found an app, select Get App Now.

I can see how this functionality would be beneficial to your business. I encourage sending feedback directly to our Product Development team. This helps us improve the features in the program. Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.

Additionally, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

Please keep us posted if you have other questions or concerns about working with your sales transactions in QuickBooks. We're always here to help you keep your record accurate.