Editing Or Removing An Existing Deposit Request

There's no need to worry if an error was made when first creating and sending your original deposit request.  We've made it easy to edit or remove your deposit request so you can easily manage your important documents. 

Use the steps below to edit and/or remove your deposit requests:

 

  1. Open the document
  2. Tap your existing deposit request

Edit_Request_Estimate.png

3. To edit your deposit, set the deposit amount to the updated percentage of the total cost or a fixed amount, and then tap Save. 

4. To remove your deposit, tap Cancel Request and then confirm you would like to cancel the deposit request. 

Edit_Deposit_Estimate.png

5. Save the updated invoice or estimate and send the updated document to your client.  Your client will not be able to complete their updated deposit request unless the new document is sent to them via email or SMS.

 Have any questions on how your clients complete deposit requests? Check out the following article. 

 

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