Capture Signature for Posted Sales Invoice

This chapter describes how you can capture a signature for a Posted Sales Invoice.

Note

Print signature area in Reports
Our report design app (Beyond ReportsV2) allows you to print digitally captured signatures in reports. The corresponding setting can be found in the chapter Beyond ReportsV2: Define Print Settings under Signature Area. This option must be activated if the captured signatures are to be printed in the report. If you have any questions on this topic, please contact us, our contact details can be found in the chapter Preface.

To capture a signature for a Posted Sales Invoice, proceed as follows:

  1. Open the search function from the role center (ALT+Q).
  2. Search for Posted Sales Invoices and click on the corresponding search result.
  3. The Posted Sales Invoices list is displayed.
  4. Select the posted sales invoice from the list for which you would like to capture a signature.
  5. The card of the Posted Sales Invoice is displayed.
  6. From the main menu, select the option Print/Send > Signature.
    capture-signature-for-posted-sales-invoice
  7. The Signature Pad window is displayed.
    capture-signature-dialog
  8. If required, you can edit the field values in the Name and City fields. By default, these are filled with information from the document card.
  9. Have the business partner sign it.
    signature-captured
  10. After entering the signature, you can save it by clicking the Save button.
  11. Close the Signature Pad window.

You have captured a signature.