Sales Invoices - Ability to collect an electronic signature
It would be great to send an invoice to a client to be signed electronically, and on signing, the signed invoice is automatically attached to the invoice in Xero.
Cameron Lawes commented
He all, we have a solution that integrates with xero. creates quotes, manages workflows, sales orders, payments, delivery etc etc..... please reach out if you would like to know more https://cypheriq.com.au/contact/
Bec Jones commented
Is there any chance of Digital signatures being available in the near future? We require this for deliveries. Thanks
Offsite IT Admin commented
The current quoting process allows anyone to just click approve via the email link, there does not appear to be any type of digital footprint log, ideally some form of E-signature should be needed at that stage. (and also at other stages such as delivery notes etc)
Veronica Trethewey commented
I have a client who has just come into Xero and needs his clients to sign the invoices.
William Hofer commented
This would be a super helpful addition to the xero app. An easy way to do this would be through the attach button.
When clicked it currently gives you the option to do multiple things such as attach documents and photos.
The option to select signature and have it uploaded would be nice.
Even having away of sending it with invoices or having it on the attached invoice pdf.
Diego De la Torre commented
Zane Thurston commented
It would be nice to have the ability to pull up a digital signature pad on your phone (via the app) for the receiver to sign. Exactly like Quickbooks has. Currently the only way is to print a second packing slip, have the receiver sign and physically file that paper away.