Orders must be invoiced prior to sending them to the iPads for the customer to sign. This article details the signing process for the customer signing at the iPad. For details on the Touchless, signing process with Signature Touch, see our XXXX article, found here: XXXX
To send an invoice to the iPad from Eterm or Solar Non-Closed Counter:
1) From the Order Totals screen, press Alt-G in Eterm or Ctrl-G to launch the Innovo SigTouch Client popup window
2) Fill in the Signed By field and press Begin Capture
3) The signature box will display "Ready to Sign". Have the customer tap Sign Order on the iPad. Their invoice will appear on the iPad. They can then use their finger or a stylus to sign in the provided box and press Accept. (Details and screenshots of signing on the iPad are below.)
4) Once the customer signs and presses Accept on the iPad, the signature will appear in the Popup window. Press Accept Signature to attach the signature to the invoice. Press Clear and Redo to have the customer sign again. Press Cancel to go back to the order without taking a signature.
To use Contactless Signing, you will click on the Send Link to Sign button located on the top right side of the screen after completed step 2 above. For more information on this feature, click here.
1) After entering or selecting an order, the Finalize Order window will show "Ready to Sign!" in blue.
2) Enter the Signed By and/or Ordered By prior to having the customer sign on the iPad. Note: Make sure the cursor is not in the Signed By field after entering data.
3) Once the Signed By data is entered, press tab or click the mouse somewhere outside of the Signed by field so the field is not active. Then have the customer sign on the iPad. Signing instructions are below. After the customer signs and presses Accept on the iPad, the signature will appear in the Finalize Order window. Press Complete Order to attach the signature to the order. To have the customer to sign again, press Clear and Redo Signature.
Signing on the iPad:
1) As soon as an invoice is sent from the terminal, the customer can press the Sign Order button on the iPad to view their invoice. Note: The Sign Order button can be disabled, and the customer can press anywhere on the screen to sign.
2) The customer can use their finger or a stylus to sign in the signature box below the Signed By field.
3) Once they have signed, the customer should press Accept to send the signature back to the terminal or Clear if they wish to sign again.
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