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I am a business to business company in the transportation, industry, and My customer wants drivers and Pilot Car operators to sign the invoices at the end of the trip. Is there a way to make that happen? It is required by the company that I am contracted with.
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Hey there,
Yes, there's definitely a way to handle this! With Square Invoices, you can use the digital signature feature to have drivers and Pilot Car operators sign at the end of the trip.
Here's how you can do it:
- When you send the invoice, your customer can sign digitally upon receiving the invoice or completing the service.
Additionally, Square has rolled out a new feature where customers can check and sign when they receive products or services. This might be perfect for your situation, ensuring your customer’s drivers and operators can sign off digitally as soon as the trip is complete.
Hope that helps! Let me know if you need more details on setting it up.
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Hey there,
Yes, there's definitely a way to handle this! With Square Invoices, you can use the digital signature feature to have drivers and Pilot Car operators sign at the end of the trip.
Here's how you can do it:
- When you send the invoice, your customer can sign digitally upon receiving the invoice or completing the service.
Additionally, Square has rolled out a new feature where customers can check and sign when they receive products or services. This might be perfect for your situation, ensuring your customer’s drivers and operators can sign off digitally as soon as the trip is complete.
Hope that helps! Let me know if you need more details on setting it up.
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Hello Stacelyn, how would you activate the "check and sign" so customers can sign invoices before they are sent?
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Thank you so much replying to my post. My problem is that the driver and pilot car has to sign it then send the invoice to the customer. 😔 hopefully square can someday add a feature that will work.