How to create and send an invoice on the mobile app

Follow our step-by-step guide below to learn how to create and send an invoice using the Bookipi Invoice mobile app.

Step 1: Start Creating an Invoice

On the Invoice screen, tap the blue plus (+) button to create a new invoice.

Step 2: Add a Customer

Tap to 'Add Customer' to add your customer name.

You have the options to 'Create a new customer', 'Import from your contacts', or choose from your customer list.

Step 3: Add Items to the Invoice

Tap 'Add Item' to include items in the invoice.

You can either 'Create a new item' or select from your item list.

For each item, specify the Quantity, Discount (optional), Photo (optional), and Enable tax if applicable.

Tap 'Save' in the upper-right corner to apply changes.

Step 4: Optional Settings

Add tax and discount to the overall invoice by tapping the gear icon.

Enable the signature feature to display your signature on the invoice and allow your client to sign the invoice.

You can attach a photo and enable the overdue reminder feature to help your customers stay informed about their outstanding payments and overdue invoices. The reminder will be sent automatically as long as the invoice has an outstanding balance.

Step 5: Save the Invoice

Once all details are added, tap 'Save' in the upper-right corner to finalize and save your invoice.

Step 6: Preview the Invoice

A preview of the invoice will appear, allowing you to review the details.

Step 7: Send the Invoice

Tap 'View Send Options' to choose how to send the invoice.

You can send your invoice directly through the app by tapping 'Send'. Alternatively, choose from options like WhatsApp, SMS, Email, PDF, or Share via your preferred method.

You have now sent an invoice. A Sent status will be displayed under the invoice number indicating that the document was delivered successfully.

Here's a quick reminder: you can easily track the status of your invoices. Once sent, the status will update to Sent, and when your customer opens the invoice, it will change to Read. If the invoice is not delivered successfully, the status will display as Undelivered. Should this occur, please reach out to support@bookipi.com for assistance.

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.