Learn how to request a signature from your customers on Bookipi Invoice Web v2
Learn how to request a signature from your customers on Bookipi Invoice Web v2 with these simple steps:
Step 1: Select ‘+Create’
Step 2: Select ‘+ Invoice’
Step 3: Turn on the ‘Signature’ toggle
Step 4: Turn on the ‘Request customer to Sign’ toggle
Step 5: Fill out the invoice details and click ‘Save‘
Step 6: Select ‘Send‘
Step 7: Review the email and select ‘Send‘
Your customers will receive an email requesting signature similar to the one below:
You can view the signed document in Documents in the relevant invoice page once your customer has signed the document.
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.