Add Service Invoice Digital Sign with airSlate SignNow

Incorporate signature invoice

With online accounting software we can create documents like invoices and estimates in a matter of minutes. However, when it comes to signing the documents and sending it to the customers we still do it manually with pen and paper. Why waste time and resources on this when you can go digital? Zoho Books integrates with Zoho Sign to bring you a seamless accounting experience. With this integration you can get your document signed in minutes, add a layer of authenticity, accelerate your workflows and save time and resources. Let us now take a look at this integration. Go to settings and click integrations. Then, click Zoho apps. All the Zoho apps that can be integrated with Zoho Books will be listed here. Click the connect button against Zoho Sign. If you do not have an organization in Zoho Sig,n click Create Now. You will be redirected to the Zoho Sign page where you can create one if there is a Zoho Sign organization for your company you can request the admin to add you in that. If not you can create a new one here. In this video, we'll create a new organization. Enter a name for your organization. Now yours Zoho Sign organization is created. You can configure your digital signature here. Go to settings and choose profile. Then, click the Edit icon next to signature and initial. You can add your digital signature in three ways. You can either type, draw or upload an image of your signature. In this video we'll type it. Click Okay. You can also fill in your profile details here and click Update. Let's go back to Zoho Books. Refresh the page. Now you'll see the button Connect Now. Click that. Here you need to configure the documents that require a digital signature. This feature is available for invoices and estimates. If you want the user to sign the invoice before sending it to the customer, mark this box. If you want the user to sign the estimate before sending it to the customer mark this box. And if you want your customer to sign an estimate before they accept it in the client portal, mark this box. Then click Integrate. You have successfully integrated your Zoho Books organization with your Zoho Sign organization. Now you're all set to sign documents digitally. Please note that only the admin and the users with approval permission in Zoho Books can sign documents. Additionally you have to add these users in your Zoho Sign organization so that they can configure their digital signature. Now let us see how to sign documents digitally. First let us digitally sign invoices. Select the invoice that you wish to sign. Please note that if you have set up multi-level approval for your sales transactions then the invoice can be signed only after it has been approved by all the approvers. Now click Sign Invoice. If you have not enabled the signature block in your invoice template you will be...