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info-beforward-k
Level 1

I want to use the invoice signature on a mobile device. How do I give the delivery driver limited access with no rights to edit the invoices?

 
1 Comment 1
JamaicaA
QuickBooks Team

I want to use the invoice signature on a mobile device. How do I give the delivery driver limited access with no rights to edit the invoices?

It's a pleasure to see you here in the Community, info-beforward-k. I'm here to address your concerns one by one about invoices.

 

Yes, you have the option to let your customer sign an invoice using your QuickBooks Online mobile app. Let me guide you through the process. Please know that these steps will work for both IOS and Android.

 

Here’s how:

 

  1. Go to the Menu, then select Invoice.
  2. Choose an existing transaction or create a new one.
  3. Enter the necessary information and click Save.
  4. Select Get Signature. Then, have your customer sign with their finger.
  5. Click Done.

 

You’ll want to setup your delivery driver as one of your users. This way, you can manage what they can do and restrict their access. However, we’re unable to limit their task to edit invoices.

 

I do agree with you that adding more customizations and functionality would make the program better and more flexible. We want to ensure our users get the most out of QuickBooks. With this, I encourage you to send your idea to our developers.

 

Here’s how:

 

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

 

Please know that we’re unable to provide a specific time frame as to when this feature will be available. You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

 

Here are some resources that you can check out about the transactions that these users can access and on how you can modify their roles in the system:

 

 

Please know that I'm just a post away if you have additional questions about invoices. Wishing you and your business continue success. Merry Christmas!