How To Add Signature to Emailed Invoices In Invoice Ninja
There are many reasons that you would want a signature on an invoice, some of the details are discussed here.
If you want to have customers sign invoices through an external web page, refer to the article here.
Here’s a step-by-step guide to email invoices with signature area:
- Step 1: Log In to Your Invoice Ninja Account
- A Go to Invoice Ninja and log in to your account.
- B If you don’t have an account yet, sign up for one.
- Step 2: Enable Signature Field in Settings
- A In the top navigation bar, click on Settings (gear icon).
- B In the left menu, click on Invoice Design (or Settings > Templates).
- Here, you will see a list of available invoice templates. Choose a template you are
- using or want to customize.
- C Next, check for an option related to Signature Field (it may appear under ‘Advanced
- Settings’ or in the template settings).
- D Enable the signature field option. This option will place a signature section on your
- invoices where your customers can sign.
- Step 3: Create or Edit an Invoice
- A Go to Invoices in the main navigation bar.
- B Click on Create Invoice or select an existing invoice you want to edit.
- C Add your products/services and all other necessary details for the invoice.
- Step 4: Send the Invoice to Your Customer
- A Once your invoice is ready, click Save & Send.
- B You can send the invoice via email or share a link with your client. Make sure to include a
- note about the signature (if needed).
- Step 5: Customer Signs the Invoice
- A When your client receives the invoice, they will see the signature field at the bottom (if
- you enabled it).
- B The client can digitally sign the invoice using their mouse or touchpad (depending on the
- device they’re using).
- Step 6: View the Signed Invoice
- A Once the client signs the invoice, you will receive a notification that the invoice has been
- signed.
- B You can view and download the signed invoice directly from your Invoice Ninja account.
- Step 7: Save the Signed Invoice
- A You may now save or export the signed invoice as a PDF or other formats as needed for
- your records.