Digital Signature On Purchase And Invoice

Approvals on paper are slow and hard to trace. This module adds a signature pad to purchase orders and to customer and vendor invoices. The signature is stored with the name of the signer and the time. Purchasing staff and accountants use it with the Purchase and Invoicing apps. The signature can appear on the printed document as proof of acceptance.

1. 1

   Open the signature tab on an invoice

   On a customer invoice or vendor bill a signature tab appears. The user opens it to see the signature area. The tab keeps the invoice form uncluttered.

   • Tab: Vendor Signature
   • Model: account.move
   • Signature widget
2. 2

   Sign an invoice or bill

   The signer draws in the widget and confirms. The system stores the image, the signer name and the date and time. This records who accepted the document and when.

   • Fields: Signature, Signed By, Signed On
   • Stored with the record
   • Audit information
3. 3

   Sign a purchase order

   The purchase order form carries the same block with the signer and date. The buyer or vendor representative signs before the order is sent or accepted. The values stay on the order.

   • Fields: Signed By, Signed On, Signature
   • Model: purchase.order
   • Before sending
4. 4

   Show on printed documents

   The signature and the signer details are added to the report templates. Printed orders and invoices then show who signed. The PDF can be sent to the other party.

   • Signature in PDF
   • Signer and time shown
   • Ready to send

Back to version applications