Is there a way to send Invoices via DocuSign for e-signature? I've added the DocuSign App to QuickBooks Online, however I'm only able to send Estimates with DocuSign. I need to also send Invoices through DocuSign for Signature.
Hello,
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Based on what you’ve shared here, it would be better if you contact QuickBooks as the integration with DocuSign belongs to them.
Their support will be in the best position to help you: https://help.quickbooks.intuit.com/en_US/contact
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Best regards,
Nathaly | DocuSign Community Moderator
To send an invoice through QuickBooks Premier, start by opening your company file and navigating to the Customers menu. Select "Create Invoices" and choose the customer from the list. Add items or services, ensuring to specify quantities, rates, and any discounts. Review the invoice details and click "Save & Close." To send it, select "Email" to send directly via QuickBooks, or choose "Print" to mail a physical copy. You can also save it as a PDF for electronic transmission. QuickBooks integrates these functions seamlessly, allowing efficient management of invoices alongside estimates for comprehensive client billing.
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