Creating invoices in the Bookipi mobile app is quick and flexible, with two available options to suit your workflow. Users can choose between the Old version, which follows the familiar step-by-step process, or the New version, designed to be more streamlined. This article will walk you through both methods so you can decide which flow works best for your business needs.

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

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

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

Tap 'Add item' to add products or services to your invoice.

You can either 'Create 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' at the bottom of the screen to add the item to your invoice.

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 to the invoice for reference if needed.

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

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

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.

On the Invoice screen, tap the blue plus (+) button to begin creating an invoice.

Choose a customer from the list, or tap 'Create' if the customer is not yet saved.

Select an item from your list, or tap 'Create' to add a new item if it doesn’t exist.

Tap the pen icon beside the item to:

Make sure to tap 'Save' to apply and save any changes you’ve made.

Tap 'Done' to add the finalized item to the invoice.

In the Items section, you can:

In the Payment section, enable card payment so customers can pay directly from the invoice.

Or tap 'Payment instruction' to add your preferred payment method (e.g., bank transfer).

Under More settings, set the invoice to recur based on your preferred schedule.

You can also turn on signature to display your signature and request your customer to sign the invoice.

Alternatively, you can attach a photo to the invoice for reference if needed.

Once all details are complete, tap 'Save' to store the invoice.

Tap 'Next' to move to the sending options.

You can tap 'Email' to send the invoice directly from the app. Alternatively, choose 'WhatsApp', 'PDF', 'SMS', or 'Share' to send it using your preferred method.

Tap 'Send' to finalize and send the invoice to your customer.

Your invoice has now been successfully sent and can be viewed in your invoice list.

A: To switch back to the old version of the app, follow these steps:

A: To switch to the new version of the app, follow these steps:

A. If your invoice shows as Undelivered, please contact our support team at support@bookipi.com for further assistance.

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.

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.

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.

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.