Signing invoices in Zoho Invoice
Prerequisites to digitally sign an invoice using Zoho Sign with Zoho Invoice
- From your Zoho Invoice dashboard, click the Settings icon and select PDF Templates.
- Choose Invoices.
- Click Edit for the preferred template and select Other Details.
- Check the Signature checkbox, and set up your signature on the signature wizard.
- Click Save.
How to digitally sign an invoice using Zoho Sign with Zoho Invoice
- If you are creating a new invoice, click Save and Sign from the action menu at the bottom. Alternatively, click the already drafted invoice and click Sign.
- Click Sign Invoice in the pop-up to confirm your signature in the signature preview.
- Verify the digitally signed invoice and click Send Invoice.
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