How to complete an accepted proposal

Here we will go over how to complete a proposal and the response when you complete a proposal with a service that is charged upon completion

When your proposal has been completed you will want to indicate that the proposal has been completed.

To complete a proposal first select proposals

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Then select the proposal you wish to complete

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Select the three dots on the top right corner

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Then select complete

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Your proposal will now have been completed

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Once the proposal has been completed, your client will receive an email, notifying them that the proposal has been completed.

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If you complete a proposal with a service item that is billed on completion, your client will receive an email to accept or decline the proposal. If they accept the proposal they will be billed automatically, if they decline the proposal you will be notified.

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If your client accepts the completion of the proposal

If the client accepts the completion of the proposal, they will receive an email of the invoice that has been paid.

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And a receipt of the paid invoice

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You will also be notified via email that your client has paid for your service and the invoice will save onto your Bookipi account.


Please note: Invoices generated via a proposal can be viewed and printed on your Bookipi web and Bookipi mobile account but cannot be edited


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If your client declines to complete a proposal

If they select decline a proposal, a pop up will appear requesting the reason for the decline

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You will then receive an email from the merchant to say your proposal completion has been declined

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