The customer signs the invoice

In this guide, you see how the customer signs the invoice electronically, from the link in the email to the confirmation. The customer does not need an AdBooks account.

1. Opening the invoice

1. In the email, the customer clicks the link and opens the invoice.
2. On the invoice, the customer clicks Sign Document.
3. The signing page opens.
4. By clicking View full document, the customer sees the whole invoice.

2. Signature

1. The customer signs with the mouse or a finger.

3. Verification code and confirmation

The code from the email confirms that the person signing is the one the invoice was sent to.

1. Click Send verification code. The code arrives in the customer's email.
2. Enter the 6-digit code from the email.
3. Click Sign Document.
4. Done. The invoice is signed, and both sides receive a confirmation.

Summary

Link in the email → Sign document → signature → verification code → Sign document

What's next

Next guide: Signed invoice in the app.