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
How to request client signatures on invoices
How to request signatures from customers on invoices
Learn how to request a signature from your customers on Bookipi Invoice web app v2 with these simple steps below
Steps to request customer signatures on invoices
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: Enter invoice details
Fill out the invoice details and click ‘Save’
Step 6: Simplify tax preparation
Bookipi’s user-friendly platform simplifies tax preparation by providing accurate and organized financial records. With properly tracked income and expenses, you can easily compile the necessary information for tax filings, potentially reducing the time and stress associated with tax season
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