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

You can mark an invoice as paid using these easy methods:

Option 1: by opening the invoice directly, or

Option 2: through the invoice document list

Once you’ve received payment via bank transfer, cheque, or EFT, follow the steps below to manually mark it as paid and send a receipt, all within the mobile app.

From your invoice list, tap on the invoice you’d like to mark as paid.

If the invoice status is Saved, tap 'Send' first (or, if you made any changes, tap 'Save').

Once the invoice preview opens, tap 'Mark as sent/paid' at the bottom to proceed with recording the payment.

Once inside the invoice, tap the 'Record payment' button to begin the process.

If the entire invoice amount has been received, toggle on the 'Fully paid' button.

You can leave this off if it's a partial payment.

Tap the Payment method drop-down to select how the payment was made. If needed, add transaction IDs or internal comments in the Note section. Then, tap the Date field to select the payment date.

Enable 'Send a receipt' to email your customer a receipt after marking the invoice as paid. The customer’s email address will automatically populate in the field.

Once all fields are complete, tap 'Submit' to record the payment and send the receipt to your customer.

Go to your list of invoices, and locate the invoice you want to mark as paid.

Once you’ve found the correct invoice, swipe it to the left. A menu with different action options will appear.

From the action menu, select ‘Paid’.

A warning message will appear reminding you that if the invoice is manually marked as paid, and the invoice was originally set up for card payment via the invoice link, your client will no longer be able to pay through that link. If you’ve already received payment through another method, go ahead and tap ‘Yes!’ to confirm.

Bookipi will automatically populate your customer's email address. You can review it and simply tap ‘Send’ to email the payment receipt.

You’re Done! You’ve now successfully recorded a payment, sent a receipt to your customer, and archived a completed invoice.

A: In Bookipi, payments can only be recorded on Invoices. Invoices are designed to track payments and outstanding balances. Other document types, such as Estimates, Purchase orders, Credit notes, and Delivery notes, are for record-keeping and workflow purposes only, so payment recording isn’t available on them.

If you need to record a payment, you’ll first need to convert the document into an Invoice or create a new Invoice. Once it’s an Invoice, you’ll be able to add and track payments normally.

A. You can record payments made through direct bank transfer, cheque, electronic funds transfer (EFT), or cash.

A: No. Card payments made through the app are automatically marked as Paid, so there’s no need to update the status manually. Payment details for these transactions cannot be modified.

A. Yes. You can add any relevant notes in the Notes section before completing the process.

A. Yes. Open the paid invoice, scroll to the bottom, and tap 'View records'. Then, tap 'Send a receipt' to resend the receipt.

A. The customer will receive an email confirming their payment, and the invoice will be updated to reflect the paid status.

​A: Yes, you can. Simply leave the 'Fully Paid' toggle off and enter the exact amount received. Once recorded, the system will automatically deduct the payment from the invoice total, leaving the remaining balance.

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.