> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Vendor invoice signing flow

**Vendor Invoice Signing Flow**

*Step-by-step guide — OpenSign™ / RUSign Invoice E-Signature Process*

This guide walks a vendor through signing an invoice sent by Ruloans via the OpenSign™ / RUSign digital signature portal - from receiving the email to confirming that the invoice status has been updated.

**Step 1: Receive the invoice signing email**

The vendor receives an email from [digisign@ruloans.com](mailto:digisign@ruloans.com) titled "Please sign your invoice which will be submitted to RULOANS." The email explains the process and contains a link to review and sign the invoice.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/vendor-invoice-signing-flow/image1.png)

*Fig. 1 — Invoice signing request email with instructions*

* Click the link at the bottom of the email: "Please click on this link to review and sign the invoice at your earliest convenience."

* The link opens the signing portal in the web browser of your PC or mobile device.

**Step 2: Request the OTP on the signing portal**

On the portal (RUSign / OpenSign™), the vendor is greeted with a "Welcome Back!" screen. A verification code needs to be requested before the invoice can be viewed.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/vendor-invoice-signing-flow/image2.png)

*Fig. 2 — RUSign portal: request verification code*

* Tap/click "Get verification code."

* An OTP is sent to the same email address the invoice was sent to.

**Step 3: Retrieve the OTP from email**

A follow-up email titled "Your OpenSign™ OTP" arrives from [digisign@ruloans.com](mailto:digisign@ruloans.com) with a 4-digit verification code.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/vendor-invoice-signing-flow/image3.png)

*Fig. 3 — OTP verification email*

* Copy the OTP shown in the email.

* Enter it on the portal to proceed.

**Step 4: Review and sign the invoice**

Once the OTP is submitted successfully, the invoice loads in the browser. The vendor should check that the calculation/amount is correct.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/vendor-invoice-signing-flow/image4.png)

*Fig. 4 — Invoice loaded with Decline / Finish options*

* If the calculation is correct: sign the invoice digitally in the signature field.

* If there is an issue: select "Decline" and coordinate with your Business Head (BH) regarding the concern.

* GST-registered vendors: still sign this copy (without GST) to confirm the pre-GST amount is correct, and separately submit the GST/IGST invoice to [gstsupport@ruloans.com](mailto:gstsupport@ruloans.com) as per the usual process.

| ⚠ IMPORTANT: After signing, you must click "Finish" (or "Decline" if rejecting) — this is the most critical step. The invoice status is updated in the system only after Finish/Decline is clicked. Simply signing is not enough. |
| :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

**Step 5: Confirm completion**

After clicking "Finish," wait for the confirmation pop-up. A "Document signed" pop-up with a congratulatory message confirms the signature was accepted by all participants and the invoice status has been updated.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/vendor-invoice-signing-flow/image5.png)

*Fig. 5 — Confirmation: "Document signed — Congratulations!"*

* Wait until the "Congratulations! This document has been successfully signed by all participants!" pop-up appears.

* Once this pop-up is visible, the process is complete and the invoice status is updated on the backend.

**Summary of flow:** Email → Click sign link → Request OTP → Retrieve OTP from email → Enter OTP → Invoice loads → Sign → Click Finish/Decline → Wait for confirmation pop-up → Done.