Can I capture a Customer signature for an Order or Invoice within Sales.Live?

Can I capture a Customer signature for an Order or Invoice within Sales.Live?

Yes, you can enable this feature in your App Settings and you will be prompted for a signature when your process a Quick Entry.

 

Need further information?

Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only available within Plus.Live).


    • Related Articles

    • Preparing a Detailed Sales Order

       Article Summary This article explains how to do a Detailed Sales Order, under the Detailed Entry Menu. The Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who need the full ...
    • Setup: General App Settings

      There are some general App Settings under Admin/Setup/General you should be aware of: Let's look at the options below, allowing you to modify the way the Application behaves. DIsplay Currency Your default currency will have been set by your ...
    • Doing a Quick Quote, Order or Invoice

      Article Summary Quick Entry is Sales.Live’s single screen for entry of sales quotes, orders and invoices. You can process an Order, Quote or Invoice from this screen by choosing a Customer and Product. Then hit the Finalise Entry button and you can ...
    • After an order has been finalised, how do we edit that order within Sales.Live?

      You cannot edit any order once finalised as they would now be in the Business (Accounting) system. Any modifications from that point need to be done in the Business System.
    • Preparing a Detailed Sales Invoice

      Article Summary This article explains how to do a Detailed Sales Invoice, under the Detailed Entry Menu. As a reminder, the Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who ...