How to request a signature from customers

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

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Step 2: Select ‘+ Invoice’

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Step 3: Turn on the ‘Signature’ toggle

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Step 4: Turn on the ‘Request customer to Sign’ toggle

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Step 5: Fill out the invoice details and click ‘Save

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Step 6: Select ‘Send

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Step 7: Review the email and select ‘Send

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Your customers will receive an email requesting signature similar to the one below:

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You can view the signed document in Documents in the relevant invoice page once your customer has signed the document.

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