{"id":7526,"date":"2022-01-13T03:21:04","date_gmt":"2022-01-13T03:21:04","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7526"},"modified":"2026-05-17T06:35:38","modified_gmt":"2026-05-17T11:35:38","slug":"how-to-update-customer-bank-details-on-proposals","status":"publish","type":"post","link":"https:\/\/bookipi.com\/au\/guides\/bookipi-proposals\/how-to-update-customer-bank-details-on-proposals\/","title":{"rendered":"How to update customer bank details on proposals"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to update a customer\u2019s bank details in a Bookipi Proposal<\/h2>\n<p class=\"no-margin\">Learn how to update a customer\u2019s bank details in a Bookipi Proposal with our guide below.  This is important especially if an automated payment by your customer on your proposal is unsuccessful and\/or your customer\u2019s credit card has expired. <\/p>\n<p class=\"no-margin\">\n<p class=\"intercom-align-center no-margin\"><i>Please note that if a card payment is unsuccessful, the system will email the client to check their account details. The system will attempt to charge the card again after 3 days, 6 days, and then 14 days. If at the end of 14 days it is still unsuccessful, the automated charge will be canceled for that billing period. If you have updated the bank details, the system will attempt to charge the new card.<\/i><\/p>\n<hr>\n<p class=\"no-margin\">There are two ways to update a customer\u2019s card details<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_d12e9e378c\" target=\"_blank\" class=\"intercom-content-link\">Updating clients bank details for proposals as a merchant<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_cc904dd644\" target=\"_blank\" class=\"intercom-content-link\">Updating the bank details as a client for proposals<\/a><\/p>\n<\/li>\n<\/ul>\n<hr>\n<h2 id=\"h_d12e9e378c\">Updating clients bank details for proposals as a merchant<\/h2>\n<p class=\"no-margin\"><b>Step 1: <\/b> To update the client\u2019s bank details go to <i>\u2018Proposals\u2019.<\/i><\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/e0cfa4423bdf24d01c429f5291d5548eb2be10581380dad6528af414d68ae6a1.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 2: <\/b>Select the proposal you need to update the payment method for<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/77a57ceb7f866b22628d4fcf128bb93470f0f88d12e0ffe2b69ef52d0b24f51b.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 3: <\/b>Select \u2018<i>Update\u2019<\/i> next to the payment method<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/a4d4cf20d706762543e92d9ae572d3981ddeda6b657eb149d6225d2116a1545f.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 4: <\/b> Enter the new payment method for your client and click \u2018<i>Save\u2019<\/i>.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/dea9e7e975c5105529d0fd8b91d581c85582710278b4fd4d1199f724614e5cf3.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Your client\u2019s payment details have now been updated.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/22c0c8a050a9381118fb0a0ac221ff1297f060fb95078f37f2a719efadbfcf65.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 5\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<h2 id=\"h_cc904dd644\">Updating the bank details on a proposal as a customer<\/h2>\n<p class=\"no-margin\">Your customers can also update their payment method in the email that was sent with your Proposal. <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\"><b>Step 1:<\/b>  Your customer can open the email with your proposal and select \u2018<i>View Proposal\u2019<\/i>.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/db100a2ddd18767877f3180d5d08d3ed0a0c0430893ddf2b1e5ff5da6c800cd7.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 6\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\"><b>Step 2: <\/b> Next, your customer can select \u2018<i>Payment<\/i>\u2018<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/316ca3b5e8b6f370751b1a06b5c59eb29a2cdb2c106405a0d92903d8ef156351.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\"><b>Step 3:<\/b>  Your customer can then select \u2018<i>Update card details\u2019<\/i><\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/43c2231ccc0b997f07f1f2a3f2f4335400289939c9f451c56b903cfe406a2c04.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\"><b>Step 4:  <\/b>Your customer should enter the card details and click \u2018<i>Save<\/i>\u2018<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/f2aaec00a0aed236bf0f28c885b65d780a53a8a5a81dad8ddd20ad6b24c98093.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 9\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">You can also resend a proposal by clicking \u2018<i>Send<\/i>\u2018 or copying and pasting the link of the Proposal. <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/6b7d8b5d71acaf16608d5853252304c85c2f4d8f42a75a575c95d1dd46f1f082.png\" alt=\"Bookipi Proposal Maker - How to update customer bank details on proposals - 10\" class=\"intercom-img-landscape\"><\/div>\n<h2 id=\"h_82c61430d9\"><b>Discover more tutorials for Bookipi Proposals<\/b><\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Proposals guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Get the latest version of Bookipi Invoice on Web v2 and get set up with our<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\"> Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Make sending invoices anytime and anywhere even easier by downloading <a href=\"https:\/\/www.bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a>.  Check out our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.  <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to update a customer&#8217;s bank details in a Bookipi Proposal<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"update bank details proposal","_yoast_wpseo_title":"How To Update Customer Bank Details On Proposals | Bookipi","_yoast_wpseo_metadesc":"Learn how to easily update customer bank details on your business proposals with Bookipi proposal maker. Try Bookipi for free.","site-sidebar-layout":"default","site-content-layout":null,"ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":null,"ast-hfb-below-header-display":null,"ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":null,"ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":null,"header-main-stick-meta":"","header-below-stick-meta":null,"astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_intercom_article_id":"5882021","footnotes":""},"categories":[96],"tags":[54],"class_list":["post-7526","post","type-post","status-publish","format-standard","hentry","category-bookipi-proposals","tag-intercom"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How To Update Customer Bank Details On Proposals | Bookipi<\/title>\n<meta name=\"description\" content=\"Learn how to easily update customer bank details on your business proposals with Bookipi proposal maker. 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