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ZIRABAMUZALE-SOWEDI
Level 1

Hello everyone, How can i add e-signatures on my invoices in quickBooks online Access Code 02731

 
1 Comment 1
CarlSJ
QuickBooks Team

Hello everyone, How can i add e-signatures on my invoices in quickBooks online Access Code 02731

The ability to add e-signatures to invoices is a valuable feature, and I’m here to share detailed information about how to use this functionality in QuickBooks Online (QBO), ZIRABAMUZALE.

 

Before anything else, please know that adding the e-signature feature when receiving invoices isn't available on the QBO web version. However, you can have the option to attach your signature when making invoices, where your customers can able to see the signed invoice.

 

To begin with, here's how to add your signature to invoices:

 

  1. Sign in to your QBO account.
  2. Go to the Settings icon and select Custom Form Styles.

    Settings.png

  3. Select the invoice template you're using, then click Edit.
  4. In the Design tab, scroll down to see the Add a Stamp, Signature, or QR Code feature.

    Design-tab.png

  5. Attach your signature in a file format.

 

On the other hand, if you'd like your customers to add their e-signatures directly to invoices, consider using a third-party application through our QuickBooks App Store. By integrating such an app with QuickBooks, you can facilitate this feature seamlessly.

 

Also, you can find one within QBO:

 

  1. Go to the Apps menu.
  2. Select the Find Apps tab.

    Apps-tab.png

  3. Search for a third-party app that specializes in e-signatures for invoices.

 

If you don't want to integrate a third-party app, consider using the QBO mobile app to capture customer signatures, which is recommended for invoices and estimates transactions.

 

Once your customer plans to pay your invoices, we need to record the payments in QBO. This process links the payment to the corresponding invoice and maintains a clear overview of your income and outstanding payments.

 

An efficient and streamlined invoicing process is vital to managing business. If there's anything else I can help you with, you can utilize the comment section below. I'll be sure to get back to you.