How to capture a signature (mobile app)

To capture a signature on an invoice for proof of delivery and payment received, for instance, there are three paths to take to access an invoice in need of a signature.

1. From the main screen, select HISTORY and scroll down until you find the intended invoice

2. From the main screen, select CUSTOMER, either scroll down to find the correct customer or type the company name in the search field on the top of the screen, then select SEE ALL on the invoices section, scroll down until you see the intended invoice

3. From the main screen, select DASHBOARD > OPEN INVOICES, scroll through to find the intended invoice or enter the customer name in the search field at the top of the screen.

Once the invoice in need of a signature, scroll to the bottom SUMMARY section. After verifying that the data is correct with the customer, select the white box (ADD SIGNATURE). Th signature pop up box will appear. Have the customer sign his/her name or initials with their finger in the white space and select DONE.