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 'Invoice' from the left-hand menu or directly from the dashboard.
Step 2: Select an invoice.
Select the invoice for which you want to edit the deposit request.
Step 3: Edit the deposit request.
You can edit the deposit request directly from the invoice preview by clicking 'Deposit' in the right-side panel.
Step 4: Edit your deposit request.
Change the amount, percentage, or due date of the deposit request.
Step 5: Click ‘Save’.
Click 'Save' to save the information for your requested deposit.
Step 6: Click ‘Send’.
Click ‘Send’ to submit the updated invoice to your customer.
If the deposit has been paid, the deposit request cannot be edited.
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: No. If you update a sent invoice, you will need to resend it for your customer to receive the revised version. If you don’t resend it, they won’t be notified.
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.