Signatures (Overview)

There are three signatures that can be recorded against a Sale (quote/booking/invoice). 

Signature Request

A request can be sent to the customer in advance via email or SMS.  Typically the customer reviews the document and 'terms and conditions' and signs off prior to the job commencing. 

Note: This signature can be reviewed via the 'View Signature Request' link that appears at the top of the Invoice screen after the customer signs the document.  You are also emailed a notification to your primary business email to advise the customer has signed and accepted your document.  The customer can download a PDF hard copy of the document from their end after they have signed.

Find out more about Signature Request

Invoice/Delivery Signature

This signature can be obtained via the 'Get Signature' button at the bottom right of the Invoice screen when the customer picks up the hire goods from your business, OR via the Delivery/Pickup Schedule when you deliver the goods to the customer.

Note: Previewing the Invoice or Delivery Docket will display this signature as standard.

Find out more about the Delivery/Pickup Schedule

Pickup Signature

This signature can only be obtained from the customer via the Delivery/Pickup Schedule when the equipment is picked up from the customer and returned back to your business.

Note: Previewing the Pickup Docket will display this signature as standard.

Find out more about the Delivery/Pickup Schedule

Over the Counter Signatures

You can also setup a specific user account for a tablet device, meant specifically for taking signatures.

So any signatures will be done via this account.

This account does not incur subscription charges.

Find out more about Over The Counter Signatures


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