How to add a deposit on the invoice using the mobile app
You can customize the invoice to indicate a deposit amount by using the discount feature and renaming it to deposit using the mobile app. Here are the easy steps to do this:
Step 1: Navigate to ‘More’
To access the menu tap ‘More’ at the lower right corner of the screen.
Step 2: Access Settings
Tap ‘Settings’ from the options.
Step 3: Rename the Discount Field
Under Customization, tap 'Rename other fields'.
Locate the 'Discount' field and rename it to Deposit.
Save your changes by tapping the checkmark icon (✓) at the upper right.
Step 4: Open the Invoice
Go to the invoice where you want to apply the deposit.
Step 5: Access the Tax and Discount
Tap the 'Tax & Discount' (gear icon) to set up a deposit.
Step 6: Set the Deposit Amount
In the Deposit field, select either $ for a fixed amount or % for a percentage.
Step 7: Add the deposit amount and save
Enter the deposit amount and tap the checkmark icon (✓) at the upper left to save it.
Step 8: Save the Invoice
Tap 'Save' at the upper right to finalise the changes made to the invoice.
You have now successfully added a deposit to your invoice, and it will be deducted from the subtotal of the invoice. This ensures that the deposit amount is applied before calculating the remaining balance due.
Note: While the current invoice page will display this as a 'Discount', the PDF version of the invoice will show it as a 'Deposit'. This ensures that the term 'Deposit' is reflected in your official invoice PDF while maintaining the functionality of the Discount field on the invoice page itself.
Discover more tutorials for Bookipi Invoice on mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Explore more tips and learn how to maximise your experience with Bookipi Invoice through our mobile app guides.