How to edit a deposit request
Learn how to edit a deposit request in Bookipi Invoice Web v2 if your deposit hasn't been paid yet.
Step 1: Click ‘Invoice’.
Select the 'Invoice' category from the left panel of your screen.
Step 2: Select an invoice.
Select the invoice for which you want to edit the deposit request.
Step 3: Click ‘Edit’ beside the Deposit request.
In the right-side panel of your invoice, click 'Edit' next to the Deposit request.
Step 4: Edit your deposit request.
Change the amount, percentage, or due date of the deposit request.
Step 5: Click ‘Save’ or ‘Save & Send’.
Click 'Save & Send' to resend the request to your customer, or choose 'Save' to save your changes without sending it.
If the deposit has been paid, the deposit request cannot be edited.
Common FAQs on how to edit a deposit request
Q: Can I edit a deposit request after it’s been sent?
A: Yes, you can edit a deposit request only if it hasn’t been paid yet.
Q: Will my customer be notified when I edit the deposit?
A: Only if you click ‘Save & Send’—this will resend the updated deposit request to your customer.
Q: Can I edit the deposit request after it has been paid?
A: No, once the deposit has been paid, it can no longer be edited to maintain accurate and secure financial records.
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.
Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.