How do I sign my invoice digitally?

You can sign your invoices digitally using the Digital Signature feature.

To enable it for your organisation:

• Go to Settings.
• Under Organization Settings, select Digital Signature under Customization.
• In the digital signature preference page, click the Enable Signature button.
• In the following pop-up, check the User Signature box under Invoices and Credit Notes to enable digital signature in invoices and credit notes, respectively.
• Click Enable.

You’ve now enabled digital signature for your organization. Once you finish creating an invoice, you need to sign it to send it to your customer. To sign the invoice:

• Log in to your Zoho ERP account via the Windows application.
• You can click the Sign Invoice button on the What’s Next banner to sign or click the three-dotted button on the top right corner and select Sign.
• If you have already connected your USB Token (certificate) in your system, Zoho ERP would list it in the Sign with certificate dialog box. If you haven’t connected your USB token and you have a new certificate to be included, you can connect it to your system and then hit the Refresh button for the system to list that certificate as well.
• Choose the preferred certificate and click Sign.