Wallets are like categories. So you can separate your business expenses with your personal expenses. Here’s how to create a…
Category:
Tutorials
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Bookipi Expense Tutorial
How to sync Bookipi Expense with Bookipi Invoice
by Team Bookipiby Team BookipiIn order to have your Bookipi Invoice data synced with Bookipi Expense, make sure to follow these 5 simple steps.…
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Bookipi Invoice Tutorials
How to convert your Estimate to an Invoice
by Team Bookipiby Team BookipiStep 1: Head over to estimate category. Step 2: Swipe left on the estimate you want to convert. Step 3:…
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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’…