Electronic Signature Capture (Warranty vs. Non-Warranty Payments)

Your dealership uses myKaarma’s e-Signature solution to capture customer approval of invoices before vehicle pickup or at checkout. This applies only to Repair Orders (ROs) created within your DMS.

Below are step-by‐step workflows for two scenarios:

• Warranty ROs (that carry a $0 invoice amount)

• Non-Warranty ROs (where the customer pays a portion or the full amount)

Warranty ROs (Invoice Amount: $0)

1. The customer receives an email or text containing a link to view their invoice.

2. When the customer clicks that link, the invoice opens on their PC or mobile device.

3. The customer reviews and eSigns the invoice. After submission, they will see a confirmation screen and receive a signed copy of the invoice via email/text.

4. Within myKaarma, you can access the signed document:

   • Navigate to Payments → Order Status

   • Search using the Reference Number

   • Click Details → View Signed Invoice or use the “Signed Invoice for RO” button. 

Non-Warranty ROs (Invoice Amount: > $0)

In this workflow, payment and signature are completed in one streamlined step:

1. The customer receives a link to pay the invoice and sign the document.

2. The customer enters their credit card information and then enters their Signee Name (this is their electronic signature).

3. After payment and signature are processed, the customer receives a copy of the signed invoice.

4. To view it in myKaarma:

   • Go to Order Status screen, search by the Repair Order number

   • Click Details → View Signed Invoice or use the “Signed Invoice for RO” button.