How to mark the invoice as paid and send a receipt using the mobile app
You can mark an invoice as paid using two easy methods: by opening the invoice directly or through the invoice document page. Once you’ve received payment via bank transfer, cheque, or EFT, follow the steps below to mark it as paid and send a receipt, all within the mobile app.
Option 1:
Step 1: Select the Invoice.
In the 'Invoice' category, tap the invoice you want to record a payment for.
Step 2: Select the 'Payment' button.
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.
You can include additional payment details in the Notes section if needed.
Before marking an invoice as paid, a warning will appear if there’s a pending card payment. It will let you know that manually marking it as paid will stop your client from completing the card payment. If this doesn’t apply, you can go ahead and record the payment manually.
Step 5: Tap 'Submit'.
Tap ‘Submit’ to send the receipt to your client.
Step 6: Confirm the client's email.
Check the client’s email address, then tap ‘Send’ to deliver the receipt.
You’ve successfully sent the receipt to your client, confirming their invoice payment.
Option 2:
Step 1: Select the Invoice.
In the ‘Invoice’ category, select the invoice you want to record a payment for.
Step 2: Swipe left on the Invoice.
Swipe left on the selected invoice to display additional options.
Step 3: Tap ‘Paid’.
Tap the ‘Paid’ button to mark the invoice as paid.
Step 4: Confirm the Payment.
Tap ‘Yes!’ to confirm that you want to record the payment.
Step 5: Send the Receipt
Tap ‘Send’ to email the receipt to your customer.
You have successfully recorded the payment and sent a receipt to your customer for the payment made on the invoice.
Common FAQs on how to mark an invoice as paid and send a receipt using the mobile app
Q: What payment methods can I record when marking an invoice as paid?
A. You can record payments made through direct bank transfer, cheque, electronic funds transfer (EFT), or cash.
Q: Will I be notified if there’s a pending card payment before marking the invoice as paid?
A. Yes. If a card payment is still pending, a warning will appear letting you know that manually marking the invoice as paid will disable the card payment option for your client.
Q: Can I include extra payment details when recording a payment?
A. Yes. You can add any relevant notes in the “Notes” section before completing the process.
Q: Can I resend a receipt later if needed?
A. If you’ve already marked the invoice as paid, you will need to remove the recorded payment first. After that, mark the invoice as paid again to send a receipt.
Q: What happens after I send the receipt?
A. The customer will receive an email confirming their payment, and the invoice will be updated to reflect the paid status.
Discover more tutorials for Bookipi Invoice on the 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.
You can also subscribe to Bookipi Invoice for unlimited invoices on both the mobile app and the web. For more details, check out our Subscription FAQ.