The Customer Signature Processing option is used to digitally capture a customers signature and record it within the EBMS sales proposal, sales order, or invoice. The signature may be a result of a proposal approval, charge invoice, or a credit card payment. The signature may be printed on the hard copy of a sales quote, invoice, or receipt. It may also be archived electronically for historical reference.
Complete the following steps to add a signature to a sales document:
Open a sales quote or order. Review Proposals > Creating a Proposal or Sales Orders > Entering a Sales Order for more information on creating these sales documents.
Select F9 or from the sales document menu.
The signature capture dialog or a Waiting for customer signature message may appear.
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 proposal, 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.
EBMS supports signature capture from the following hardware:
Review https://info.eaglebusinesssoftware.com/EBMS-Hardware-POS-Peripherals/folder/78 for both signature pad and payment device hardware options.
Print a standard sales invoice or rental contract after the signature
has been captured within EBMS. Note that the signature will
show at the bottom of the form.
Review Sales Orders > Documents for more sales document setup instructions.