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Client signature on invoice

Let your client sign a document directly on your mobile device.

How to get a client signature

  • Open the document you want signed

  • Swipe up the lower bar to open the full menu

  • Tap Sign by client

  • A preview of the document appears - tap Sign by client again

  • The display rotates to landscape mode

  • The current date and the client's name or company appear automatically - edit if needed

  • Your client signs the document with their finger

  • Tap Done - a preview with the signature, name, and date appears

The signature will appear on both the PDF and the online link version of the document.

<a href="https://downloads.intercomcdn.com/i/o/199060378/9d29987873190af0da03273c/CLIENT+SIGNATURE.PNG?expires=1785348000&amp;signature=d5b1cf1d75076e488a4a7925c593caf191d8c758bf33f4b6f2188a1dffb23a1f&amp;req=dSkuFs9%2BnoZXFb4X1HO4gQpYlYbxzUlGuh3pNwXIL954C20Lkjtlw2H3O8ry%0A" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/199060378/9d29987873190af0da03273c/CLIENT+SIGNATURE.PNG</a>

Delete a signature

To remove a signature:

  • While signing, tap Delete to erase and redo

  • After signing, select Sign by client from the menu and tap Delete signature under the preview


Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

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