How do I add a signature to a transaction’s PDF?

To add a signature to transaction PDFs:

  • Go to Settings in the top right corner.
  • Click PDF Templates under Customization.
  • Select the module containing the template for which you want to add a signature.
  • Hover over the template for which you want to add the signature and click Edit.
  • Click Other Details on the left sidebar.
  • Expand the Document Summary section and check the Signature option.
  • Click Upload Your Files below Signature Image and upload the signature.
  • Enter the name of the person whose signature you’ve added in the Signature Name field if required. You can add an additional signature by checking the Additional Signature option if required.
  • Click Save.

Insight: If you want to sign the transactions manually, you can do so by just entering a value in the Label field and not uploading the signature. You can sign the invoices manually after printing them.

The signature you added will now be displayed in the transaction PDFs.

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