How to create and send an invoice
Step 1: Sign in to Bookipi Web
Step 2: Select + create and select + invoice
Step 3: Add a Customer
Step 4: Add an Item.
Step 5: You can edit the quantity, price and even add a note.
Step 6: Customise other options such as Discount & Shipping, Tax, Invoice number, Dates, Notes and click save.
Step 7: Check that all the information is correct and select send OR you can manually mark the invoice as sent
Step 8: Check the email address (Note: You can copy yourself into the email and write a personalized note to your customers) and send.
And this is what your clients should see.
If you have payments activated, your clients can pay directly from their invoice with the pay now button. They can also export the invoice as a PDF or print out a hard copy.
How to edit an invoice
Step 1: Select Invoice and click on the invoice you would like to edit OR select the invoice directly from the dashboard
Step 2: Select the three dots which will open up an option for you to edit, print, archive, copy or remove the invoice.
Step 3: Select edit. Make your changes and click save.
How to sort invoices
With the new update, you also have the option to filter invoices by the customer or by status.
When filtering by status you can filter your invoices by inbox, sent, read, partial paid, paid, archived, and all.