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Require a Signature for a Customer

In customer details there is the option to require a signature for a customer. This will only allow invoices to be posted when there is a either signature, or the signature name field is filled in. Do note that this warning is ignored during batch posting, or posting from the invoice list. More information on collecting signatures can be found here: Collecting Customer Signatures.

  • To require a signature for a customer, go to Accounts Receivable > Customers and select the customer from the list.
  • Then from the detail tab, click the warning check box at the bottom.

Now if that customer is selected on an invoice and the user attempts to post the invoice without a signature, they will get this warning:

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