How to set up a Recurring Invoice in the Bookipi Mobile App
The Recurring Invoice feature in the Bookipi Mobile App lets you automatically generate invoices at set intervals. This guide shows you how to create a new recurring invoice and send it to your client directly from the app.
Step 1: Create an invoice
Tap the blue ‘+’ button in the lower right corner of your screen to create a new invoice.
Step 2: Enter invoice details
Enter the relevant details, such as the customer’s name and invoice items.
Step 3: Set recurrence
Scroll down to the Others section, and tap ‘Recurrence’.
Choose the recurrence interval and select the date when the recurrence should start.
Tap 'Save' to save the recurrence setting.
After selection, you will see a recurring icon appear, confirming the invoice is set to recur.
Step 4: Save the invoice
Tap ‘Save’ to finish creating the invoice.
Step 5: Send the invoice
Tap ‘Send’ to proceed.
Select your preferred sending method: 'Send email' (directly from the app), 'WhatsApp', or another available option.
Then, tap 'Send' to finalize and send the invoice to your client.
The invoice you scheduled to recur has been successfully sent according to the selected recurrence settings.
A recurring icon is displayed below the invoice number to indicate its recurring status.
FAQs about how to set up a Recurring Invoice in the Bookipi Mobile App
Q: What is a recurring invoice?
A: A recurring invoice is an invoice that is automatically created and sent to your client at set intervals. It's well-suited for subscription-based services or ongoing billing needs.
Q: Can I set reminders or late fees on recurring invoices?
A: Yes, you can. Simply enable the overdue reminder option in your invoice settings to automatically send reminders and apply late fees.
Q: Do recurring invoices count toward my monthly invoice limit if I'm on a free plan?
A: Yes, each recurring invoice sent is counted toward your monthly invoice limit under the free plan.
Q: What interval options are available in the mobile recurring invoice settings?
A: The following interval options are available:
Every week
Every 2 weeks
Every 4 weeks
Every month
Every 2 months
Every 3 months
Every 6 months
Every year
Q: I set up a recurring invoice, but it didn’t send on the scheduled date. What should I do?
A: First, check the following:
Active Status: Ensure the recurring invoice is active and is not turned off.
Start Date: Make sure the recurring profile's date is correct and has already passed.
Client Email: Verify that the client’s email is correct.
If everything looks correct and the invoice still hasn't been sent, please contact support and provide your account details and the recurring invoice in question for further assistance.
Discover more tutorials for Bookipi Invoice on the mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Discover more tips on maximizing your Bookipi Invoice experience with our mobile app guides.
Explore additional features in the Bookipi Web app version.