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Get Signature

Signatures can be obtained in person using a tablet device, via the Get Signature button at the bottom right of the invoice screen. If you would like to use a tablet as an dedicated signature pad to use over the counter in conjunction with your counter desktop PC then refer to the Over The Counter Signatures guide.

Configure user sales settings (tablet devices)

  1. Go to Sales/Hire > Customer Overview, and click the cog icon located just under the New Customer button.

  2. Click the Tablet option located under the Optimise Booking/Invoice screen layout for section.

  3. Ensure the Use separate 'Signature Pad' for over the counter setting is Off, i.e. slide to the left.

If you would like your customers to be able to sign whenever you email a quote or invoice, use the {ViewButton} placeholder in our standard email template.