How to mark the invoice as paid and send a receipt using the mobile app

Here are the steps to mark an invoice as paid and send a receipt when payment is received through methods like direct bank transfer, cheque, or electronic funds transfer via the mobile app.

Step 1: Select the Invoice

In the 'Invoice' category, tap the invoice you want to record a payment for.

Step 2: Access Payment Options

Tap 'Payment' at the bottom of the screen.

Step 3: Record a payment

Select 'Record Payment' from the options.

Step 4: Mark the invoice as Paid

Toggle on the 'Fully Paid' button to mark the invoice as paid.

Tap 'Payment Method' to select a payment method from the list.

If necessary, you can include additional payment details in the Notes section.

Before completing the process to mark an invoice as paid, a warning message will appear if there’s a pending card payment request. This message notifies you that marking it as paid manually will prevent your client from making the card payment. If this doesn’t apply, you may proceed with manually recording the payment.

Step 5: Submit and Send Receipt

Tap ‘Submit’ to send the receipt to your client.

Step 6: Confirm the Client's Email

Double-check the client’s email address, then tap ‘Send’ to deliver the receipt.

You have now successfully sent the receipt to your client, confirming their payment for the invoice.

Discover more tutorials for Bookipi Invoice on mobile app

Creating and sending invoices is even easier with the Bookipi Invoice mobile app.

Find more tips on how to get the most out of Bookipi Invoice with our mobile app guides.