Invoice with e-signature

In this guide, you will learn how to create an invoice your customer signs electronically. The customer gets a link and signs in the browser without an AdBooks account, and you see in the app when it has been signed.

Before you start

• Save your signature (guide Save your signature). It goes on the invoice next to the customer's signature.
• Set up your email settings (guide Email settings (SMTP)) so the customer can receive the email with the signing code.
• The customer needs an email address.

1. New invoice and customer

You pick the payment terms from the options and AdBooks works out the due date.

1. In the menu, click Invoices.
2. Click the new invoice button.
3. If the customer is not in the list, click Add customer.
4. Choose the customer.
5. Choose the payment terms.

2. Invoice items

1. Click Add an item and choose a service.
2. If the item isn't on the list, click the blue Add an item button and type it in. The new item is saved to your products automatically.

3. VAT

1. The customer is abroad, so we don't add VAT.
2. Here you choose whether VAT is added to the price or already included in it.

4. Electronic signature

With electronic signature turned on, the invoice gets a signature field for the customer and you choose which of your signatures goes on it.

1. Turn on Enable e-signature.
2. Choose the signature that goes on the invoice.

5. Currency and Estimator

The currency comes from the customer, and you can change it for a single invoice.

1. For this example, we issue the invoice in pounds.
2. With the Growth and Booster plans, you get the Estimator: a product database with names and prices by trade and industry.

6. Footer and saving

1. Open the Footer. The note from your settings is filled in automatically, and you can change it for this invoice.
2. Click Save and continue.
3. Done. The invoice with e-signature is saved.

Tips

• Once the customer signs, the invoice is locked and can no longer be changed.
• You can send the signing link by email, WhatsApp, Viber or Telegram.

Summary

Invoices → New invoice → customer and payment terms → items → VAT → electronic signature → footer → Save and continue

What's next

Next guide: Sending the invoice and the signing link.