Invoice with e-signature
Updated 07.10.2026
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.
- In the menu, click Invoices.
- Click the new invoice button.
- If the customer is not in the list, click Add customer.
- Choose the customer.
- Choose the payment terms.
2. Invoice items
- Click Add an item and choose a service.
- 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
- The customer is abroad, so we don't add VAT.
- 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.
- Turn on Enable e-signature.
- 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.
- For this example, we issue the invoice in pounds.
- 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
- Open the Footer. The note from your settings is filled in automatically, and you can change it for this invoice.
- Click Save and continue.
- 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.
Still need help?
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