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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.
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Send Invoice through QuickBooks (in addition to Estimates)
- Legacy User
Best answer by Community Expert
Hello,
Thank you for reaching out here in the DocuSign Community.
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
After troubleshooting your user/account settings with their support, they may discover a specific error that DocuSign needs to address. If that happens, please create a Customer Support case by clicking the link below and providing their detailed findings. A Tech expert will follow up as quickly as possible.
https://support.docusign.com/en/contactSupport
If you’re not able to open a Customer Support case via the above link, scroll down further on the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.
Please click "Select as Best" below if you found the answer to be a valid solution to your issue!
Best regards,
Nathaly | DocuSign Community Moderator
- Docusign Employee
- 1935 replies
- Answer
Hello,
Thank you for reaching out here in the DocuSign Community.
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
After troubleshooting your user/account settings with their support, they may discover a specific error that DocuSign needs to address. If that happens, please create a Customer Support case by clicking the link below and providing their detailed findings. A Tech expert will follow up as quickly as possible.
https://support.docusign.com/en/contactSupport
If you’re not able to open a Customer Support case via the above link, scroll down further on the page to “More Support Options” and select "I can't reset my password or don't have an account." You will have different options to contact Support.
Please click "Select as Best" below if you found the answer to be a valid solution to your issue!
Best regards,
Nathaly | DocuSign Community Moderator
+1- Newcomer
- 1 reply
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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