How to request a deposit

Learn how to request a deposit on Bookipi Invoice Web v2

This section only applies to users who have Bookipay activated. Learn how to turn on Bookipay to process an invoice with a deposit request.

If you have Bookipay activated, follow these simple steps to learn how to request a deposit:

Step 1: Make sure that your Country in Business Settings section is set to your country and within the available countries listed on Stripe. If you have already done this, please move on to Step 2.

Set your Country in Business Settings:

a) Click on your Business icon in the top right

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b) Select Business

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c) Make sure that the Country is shown in Business Settings. If it hasn’t been added, select ‘Edit‘ and add your country.

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Step 2: Select ‘+Create‘ to request a deposit on an invoice

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Step 3: Select ‘+ Invoice

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Step 4: Enter all required information and select ‘Request a deposit

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Step 5: Enter the Percentage or Amount. Customise the due date of the deposit and click ‘Save’.

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Step 6: Select ‘Save‘ to save changes to your deposit amount.

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Step 7: Review the invoice and select ‘Send

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Step 8: Review the email and press ‘Send

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Your customer will receive an email requesting deposit payment similar to this:

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Step 9: Your customers can either select the ‘Pay in full’ checkbox or only pay the deposit amount by keeping the checkbox unticked.

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Discover more tutorials for Bookipi Expense mobile app

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Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.