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 add products or services to your 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.
Common FAQs on how to create and send an invoice on the mobile app
Q: What should I do if my invoice status is “Undelivered”?
A. If your invoice shows as Undelivered, please contact our support team at support@bookipi.com for further assistance.
Q: How will I know if the invoice has been sent or opened by the customer?
A. Once sent, the invoice status will show as Sent. When the customer opens it, the status will update to Read. If undelivered, the status will show as Undelivered.
Q: Can I add multiple items to the same invoice?
A. Absolutely. You can add as many items as needed by tapping ‘Add Item’ and either creating a new item or selecting from your saved item list.
Q: Can I attach files or photos to my invoice?
A. Yes, you can attach a photo to the invoice, such as a product image or proof of work, by using the 'Add photo' feature in the optional settings. Please note that the recommended photo size is 350x350 pixels, and the file type should be JPEG.
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.