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bret-troxell
Level 1

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

 
5 Comments
Kristine Mae
QuickBooks Team

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.

Fiat Lux - ASIA
Level 15

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

@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.

PlatinumDJ
Level 1

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

What third party app do you recommend? 

CharleneMae_F
QuickBooks Team

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

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.

Fiat Lux - ASIA
Level 15

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

@PlatinumDJ 

Explore this one

http:// get.practiceignition.com/quickbooks

 

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