HOW TO: Send a signature request via text or email

This guide covers how to send signature requests to customers via text or email, the customer’s experience, and how to track the status of those requests.

1. Sending a Signature Request

1. Create or Open a Sale: Navigate to the Point of Sale and either create a + New Sale or open an existing one.
2. Add Customer & Items: Ensure a customer is attached to the sale and the desired items or services are added.
3. Navigate to Terms: Proceed through the sale steps (Add Customer > Add Item > Details) until you reach the Review screen.
4. Select Signature Method: Under the Signatures section at the bottom of the review page, you will see several options. Click Send Signature Request.
5. Choose Delivery Method:
   • Email: This will automatically populate the email address from the customer’s profile.
   • Text (SMS): This option is available if you have the Twilio integration set up. It will populate the customer’s phone number.
6. Send: Verify the contact information and click Send. The status will now update to show the request was sent, including the timestamp.

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2. The Customer Experience (Signing the Invoice)

1. Receive Notification: The customer receives an email or text with a unique PIN number and a Review Invoice button.
2. Enter PIN: After clicking the link, the customer is prompted to enter their PIN for security.
3. Review & Sign: The customer can review the full invoice, including item details and Terms & Conditions.
4. Submit Signature: At the bottom, they can draw their signature digitally and click Submit.
5. Confirmation: Once submitted, the customer can download a copy of the signed receipt, and a copy is automatically emailed to them.

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3. Tracking and Managing Signatures

• Pending Status: In the main Point of Sale list, invoices awaiting a signature will display a Pending Signature status in the Status column.
• Notifications: When a customer signs, you will receive a notification in your Notification Center (the bell icon) with a direct link to the signed invoice.
• Resending Requests: If a customer didn’t receive the link or needs it sent to a different address, open the sale and click Resend Signature Request. You can update the email or phone number before resending.
• Adding Multiple Signers: You can add additional signers (e.g., a co-signer or spouse) by entering their name and clicking Send Signature Request for each individual.
• Alternative Methods: You can switch the signature method at any time to Terminal Signature (using a card reader), Touch Signature (on a tablet/phone), or Record Physical Signature (if they signed a paper copy).