Step 1: Head over to estimate category. Step 2: Swipe left on the estimate you want to convert. Step 3:…
Category:
Tutorials
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Bookipi Invoice Tutorials
How to send invoices straight from Gmail using add-on
by Team Bookipiby Team BookipiIf you use Gmail for your business, you need to install this addon! We’re proud to be the first invoice…
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Bookipi Invoice Tutorials
How to create and send an invoice in 1 minute
by Team Bookipiby Team BookipiStep 1: Open the app Step 2: Tap the red plus button Step 3: Add a customer Step 4: Add an item you want to…
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Bookipi Invoice Tutorials
How to create a report in 5 seconds with Bookipi
by Team Bookipiby Team Bookipi How to create a report in 5 seconds Step 1: Tap on the report icon Step 2: Select the category you…
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How to get a client to sign an invoice Step 1: Swipe the invoice to the left Step 2: Tap…
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How to record a partial payment Step 1: Swipe left on the invoice you want to record a partial payment…
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Record a payment & send a receipt Step 1: Swipe of the invoice you would like to record a payment…
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Creating a new category with Bookipi Step 1: Tap on the drop-down list. Step 2: Tap on ‘Create new category’…
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Setting up your company in Bookipi Step 1: Tap on the settings symbol Step 2: Tap on settings Step 3: Amend all options relevant…
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Bookipi Invoice Tutorials
How to get a credit card payment from a client with Bookipi
by Team Bookipiby Team BookipiHow to get a credit card payment from a client Step 1: Tap on the invoice you would like to…
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