Learn how to request a deposit on Bookipi Invoice Web v2
How to request a deposit
Add certainty to your jobs by requesting deposits before you start. You only need a Stripe account to accept payments. Please note that the deposit request feature is exclusive to users with Bookipay activated. Find out how to enable Bookipay to process invoices with deposit requests, and ensure that your country is on Stripe’s list of supported countries.
If you have Bookipay activated, follow these simple steps to learn how to request a deposit:
Step 1: Select ‘Invoice’.
Select ‘Invoice’ from the left-hand menu or directly from the dashboard.
Step 2: Create or open an existing invoice.
Click ‘+Create’ to generate a new invoice, or select an existing invoice.
Step 3: Enter and review all the information.
Fill in all the necessary information or review the details entered.
Step 4: Click ‘Request a deposit’.
Select ‘Request a deposit’ from the right-hand panel on the screen.
Step 5: Enter a deposit amount.
Enter the Percentage or Amount for the requested deposit. Then, select the deposit due date by clicking ‘Due Date’ and choosing a date from the calendar.
Step 6: Click ‘Save’.
Click ‘Save’ to save the information for your requested deposit.
You will still have the option to edit your deposit request details on the right side panel.
Step 7: Click ‘Continue’ or ‘Update’.
Review the invoice details, then click ‘Continue’ to create a new invoice, or click ‘Update’ to save changes to your draft invoice.
Step 8: Click ‘Send’.
Once you’re ready to send the invoice, simply click ‘Send’.
Your customer will receive an email requesting a deposit payment, similar to this one. They can either check the ‘Pay in full’ box or leave it unchecked to pay only the deposit amount.
FAQs about how to request a deposit
Q: How can I tell if a client has paid the deposit?
A: The invoice status and payment records will update once the deposit payment is received.
Q: What if the client does not pay the deposit on time?
A: The invoice will remain unpaid or partially paid until the deposit is received. You can follow up with the client or resend the invoice reminder.
Q: How do I receive the deposit payment made by my customer?
A: Receiving deposit payments is only available if card payments are enabled and your account is connected to Stripe. Once enabled, you can track and manage deposit payments through your Stripe dashboard.
Q: Can I edit the deposit payment details once it has been paid?
A: No. Once your customer has paid the deposit, the invoice status will automatically update, and you will no longer be able to modify the deposit payment details.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.
