E-Sign Invoices From Offices

samantha14
New Contributor II

We know how to send an e-sign for estimates but how do you set up e-sign for invoice signatures. Some time we have technicians perform larger work and homeowner/customer not on site for signatures. We have e-sign set up for estimates and are looking on how to do the same for invoices to ensure we can have all signatures needed in case of any legal reasons. 

2 REPLIES 2

josh_bab
New Contributor II

You should be able to add the link to the estimate email that allows the customer to approve the estimate online.  I would like to know if there is a way to allow the plumber to close out a job where he sent an e-sign link but the customer never proceeds with the work.

JenniferK1
New Contributor II

That would be great to have. We would definitely use this feature.