Capturing Signatures with EPad

Signatures captured with EPad are automatically attached to their invoices on the Solar Eclipse system.

Capturing signatures with EPad is simple:

As soon as order generations are entered and invoiced, display the invoice on the Eclipse Electronic Signature Capture window.
Customers sign for the transaction on the EPad Signature Capture device connected to the sales counter terminal.
Signatures are then transmitted from the EPad Signature Capture device to the Eclipse Electronic Signature Capture window.
Once you accept the signature, the system attaches the signature to the invoice on the Solar Eclipse system.

Note: The settings defined in EPad Settings Maintenance or Eclipse Signature Capture Settings determine how you can use the Eclipse Electronic Signature Capture window. Define all settings before using EPad to capture signatures.

To capture a customer signature with EPad:

Enter the customer order.
From the sales order's Totals window, select the Payment > Signature Capture menu to display the Eclipse Electronic Signature Capture window.

Note: You can define a different menu from which to access the Eclipse Electronic Signature Capture window. For more information, contact Eclipse Advance Technical support.

Do one of the following to display the customer's invoice:

Click the Get Recent Invoices button.

If defined, the system prompts you to enter the user ID of the order writer for the invoice. Edit the user ID, as needed, and click OK.
The system displays the most recent invoices for the customer.

Select the invoice from the displayed list and click OK.

In the Customer field, enter either the customer name or the order writer name.
The system displays the most recent invoices for the customer or order writer, as appropriate.

Select the invoice from the displayed list and click OK.

In the Invoice Number field, enter the invoice number.

The system populates the Customer and Invoice Number fields, as needed.

In the Signature Name field, enter the name of the customer who is signing for the transaction, as needed.
Ask the customer to sign on the EPad Signature Capture device.

The customer's signature displays on the Eclipse Electronic Signature Capture window just as it does on the EPad Signature Capture device.

Click the Accept button to accept the signature, attach it to the invoice, and minimize the window if defined.

More Options from the Eclipse Electronic Signature Capture Window

The Eclipse Electronic Signature Capture window also offers these options:

Button

Function

Clear Signature

Clears the customer's signature. The customer must re-sign for the invoice.

At the displayed dialog box, click Yes to clear the signature.

Clear All

Clears all information from the Eclipse Electronic Signature Capture window, along with the signature. The information must be re-entered, and the customer must re-sign for the invoice.

At the displayed dialog box, click Yes to clear the window display.