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.

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