Invoices
  • Entities
    • How do I create a new entity?
    • How do I edit an existing entity?
  • Invoices
    • Create the invoice for an entity
    • Edit the existing invoice
    • Filter invoices
    • Status of Invoices
    • I don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?
    • How do I download an Invoice PDF?
    • Printing Invoices
      • How do I print an Invoice?
      • I want to print the transportation copy and the customer copy separately. How can I do that?
    • Set the due date of Invoice
    • Add bank details on the Invoice
    • Hide or show payment terms on the Invoice
    • Add E-Signature to the Invoice
    • Export invoices to an Excel sheet
    • Proforma Invoice
      • How do I send a Proforma Invoice?
      • Convert a Proforma Invoice to a Tax Invoice
      • View all Proforma Invoices
    • Invoice Numbering
      • Set Invoice Number format and Invoice Prefix
      • Set the Invoice number manually
      • I am starting in the middle of FY. How can I set my numbering?
    • Cancel Invoice
  • Payments
    • How do I add payment to an invoice?
    • How do I send a payment receipt to the customer?
    • Edit or Delete the payment
    • View all payments
    • Export payments to an excel sheet
  • Clients
    • How do I add a new client?
    • How do I edit an existing client?
    • Custom Fields
      • How do I create a custom field?
      • How do I edit an existing custom field?
      • How do I set custom field values while adding a new client?
      • How do I upload a document in a custom field with the type Image/Document?
    • Contacts
      • Create a contact and assign it to an existing client
      • Edit a contact
      • Unassign a contact from the client
      • Assign a contact to the client
  • Team Members
    • Invite team members
    • Access Roles
  • Invoice Items
    • How do I create or add an Invoice item?
    • Edit an Invoice item
    • Delete Invoice item
  • Tax Presets
    • Add Tax Preset
    • Default Tax Preference
  • Reminders
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  1. Invoices

Add E-Signature to the Invoice

PreviousHide or show payment terms on the InvoiceNextExport invoices to an Excel sheet

Last updated 11 months ago

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Here are the steps to enable e-signature in an invoice:

Step 1: Create the invoice by clicking on the plus button on the top right side of the screen.

Step 2: Select "New Invoice" and choose the entity and customer for the invoice.

Step 3: Fill in the invoice details according to your requirements.

Step 4: Select the option 'enable e-signature' to add the e-signature to the invoice.

Step 5: Create your e-signature on the canvas provided. Click the 'save' button to save the e-signature if you are adding an e-signature for the first time.

After completing these steps, the e-signature will be automatically added to every invoice of the entity.

Click on plus button on the top right side
Select 'New Invoice'
Select the Entity and customer
Fill the details in the invoice
Enable the e-signature option
Create your e-signature and click on save