Signing invoices in Zoho Inventory

Signing invoices in Zoho Inventory

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

Zoho Sign's integration with Zoho Inventory allows you to digitally sign invoices anywhere, saving costs on paper, manual sorting, and storage. It also reduces administrative workload and expedites payment collection.

Prerequisite steps to digitally sign an invoice using Zoho Sign with Zoho Inventory

  1. Set up your user profile and e-signature in your Zoho Sign account.
  2. From your Zoho Inventory dashboard, click Settings.
  3. Navigate to Customisation and select PDF templates.
  4. Under Templates, click Invoices.
  5. The saved PDF templates for invoices will appear to the right. Click Edit under the desired template.
  6. Click Other Details, check the Signature checkbox, and set up your signature on the signature wizard.
  7. Click Save.



Signing an invoice digitally using Zoho Sign with Zoho Inventory

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