Electronic Signature Processing

The Signature Processing module of EBMS is an optional point of sale enhancement feature. The Customer Signature Processing option is used to digitally capture a customers signature and record it within the EBMS sales invoice. The signature may be a result of a charge invoice or a credit card payment charged invoice. The signature may be printed on the hard copy of a sales invoice or receipt. It may also be archived electronically for historical reference.

The only Signature Pad option is the signature capture function of the Verifone payment terminals and Topaz T-S460, T-LBK460. Contact an EBMS support technician for details on configuring the signature pad hardware. Note: the Topaz devices are not supported in a terminal services environment.

Complete the following steps to add a signature to a sales invoice:

  1. Open a sales order.  Review the Sales Orders > Entering a Sales Order section for more information on entering sales orders.

  2. Select F9 or View > Capture Signature from the sales order menu.

  3. The signature capture dialog or a Waiting for customer signature message may appear.

  4. Have the customer sign on the signature capture device and the following dialog will appear:
     

This signature will be printed on the standard form such as the sales order or invoice.  

The user will also be prompted to enter an electronic signature at the time of a credit card payment. For instructions on how to enter an electronic signature for card payment transactions review the Payment Card Processing > Processing Payment Cards section for more details on payment card transactions.