You can mark an invoice as paid using these 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.

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

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 'Payment Method' to select how the payment was made. Options may include:

If needed, use the 'Note' section to add any details about the payment, such as transaction IDs or internal comments.

Tap the 'Date' field to choose the date when the payment was received.

Once all fields are completed, tap 'Submit' to save the payment information.

After submitting the payment, your customer’s email address will be auto-filled. Simply tap 'Send' to email the payment receipt to your client.

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.

Navigate to your invoice list, and tap on the invoice you want to mark as paid.

After reviewing the invoice details, tap ‘Save’ to proceed.

In the top right corner, tap the ‘Next’ button to continue.

At the bottom of the page, tap on ‘Mark as sent/paid’ to bring up the payment options.

From the available options, tap ‘Record payment’ to begin entering payment details.

If the invoice is fully paid, switch the ‘Fully paid’ toggle on. If it’s a partial payment, leave the toggle off to enter the specific amount paid.

Fill Out the Payment Fields. Tap each field to enter the relevant payment information:

Tap ‘Submit’ once you’ve completed all payment details.

You’ll have the option to send a payment receipt to your client. Simply tap ‘Send’ to email it directly from the app.

Once the invoice is marked as paid, it is automatically moved to the “Archive” section. This helps you keep your active invoices clean and only shows those that still require attention.

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

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

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.

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

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.

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

Q: Can I record a partial payment?

​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.