How can I view and print a signed estimate or invoice in the Bookipi mobile app?
Managing your signed estimates and invoices has never been easier with the Bookipi mobile app. You can view, print, or send these documents for your records or client purposes. Follow the steps below:
Step 1: Open the Invoice Category
Launch the Bookipi mobile app and navigate to the 'Invoice' category.
Step 2: Select the Document with a "Signed" Status
Locate and open the estimate or invoice that displays the "Signed" status in its details.
Step 3: Tap the 'View' Button
Look for the 'View' button at the top of the screen and tap on it.
A PDF copy of the document will open. This PDF includes the client's signature along with all original details of the estimate or invoice.
From the PDF screen, you can:
View the document for confirmation or reference.
Print a hard copy of the signed estimate or invoice by tapping the printer icon at the top of the screen, then select your preferred printer.
Send the document to your client or save it for further use by tapping the printer icon, then tap the share (up arrow) icon to send or save your document.
By following these steps, you can ensure easy access and use of your signed documents.
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.