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: Go to Invoice or Estimate
Launch the Bookipi mobile app and navigate to the 'Invoice' or 'Estimate' 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.
Note: If your invoice or estimate is in Saved status and you collected a signature in person using your device, you’ll need to mark it as sent first. To do this, open the document, tap 'Send', then select 'Mark as sent/paid' at the bottom of the screen.
Once completed, the 'View' button will appear at the top of the invoice preview, allowing you to view the signed document.
FAQs about how to view and print a signed estimate or invoice
Q: How do I access a signed copy of an invoice or estimate?
A: Open the invoice or estimate, mark it as sent if needed, then tap 'View' at the top of the document preview to access the signed copy.
Q: Why is the 'View' button missing from my invoice or estimate?
A: The 'View' button will only appear after the document has been marked as sent. If you collected a signature in person while the document was in Saved status, open the document, tap 'Send', then select 'Mark as sent/paid' at the bottom of the screen.
Q: Can I print a signed document directly from the Bookipi app?
A: Yes. Open the signed invoice or estimate, tap 'View', and use your device’s print option to print the document.
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