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Signing an Invoice digitally

Available on US, EU, AU, JP and CA data centres

Zoho Sign's integration with Zoho Books allows you to digitally sign and send invoices to clients for approval. This ensures a hassle-free invoicing process and expedites the payment cycle.

Prerequisite steps to sign invoices digitally using Zoho Sign with Zoho Books

  1. From the Zoho Books dashboard, click the Settings icon.
  2. Click PDF Templates under Customization.
  3. Under Templates, click Invoices.
  4. The saved PDF templates for invoices will appear to the right. Click Edit under the desired template.
  5. Click Other Details, check the Signature checkbox, and set up your signature on the signature wizard.
  6. Click Save.


Steps to sign an invoice digitally using Zoho Sign with Zoho Books

  1. If you are creating a new invoice, fill out all the details and then click Save and Sign from the action menu at the bottom of your screen.
  2. Alternatively, open the drafted invoice from the Invoices module from the left navigation panel under Sales and click Sign Invoice.
  3. Click Sign Invoice in the pop-up to confirm your signature in the signature preview.
  4. Verify the digitally signed invoice and click Send Invoice.



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Updated: 7 days ago
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