How Do I Manage and Remove Payment Information and Records in Bookipi?
Efficient payment management is essential for keeping your invoices accurate and up-to-date. In Bookipi, you can manage payment-related information and easily remove recorded payment data or update payment instructions directly from the app. Here's how you can do this:
Removing Recorded Payments for an Invoice
If you need to delete a recorded payment for a specific invoice, follow these steps:
Open the Bookipi mobile app and navigate to the 'Archived' section.
Select the invoice for which you want to remove the payment.
Tap the 'Payment' option.
Choose the 'Record Payment' section.
Locate the payment you wish to delete and tap on the trash bin icon to remove it.
Please note that you can only remove recorded payments for invoices that were marked as paid manually. If the payment was processed through Stripe, the app automatically updates the payment status, and you will not be able to remove or edit any of its details.
Editing or Removing Payment Instructions
Payment instructions, including details and QR codes, can be updated or removed if needed. Use the steps below:
Tap 'More' in the bottom-right corner of the app.
Go to Settings and select Payment Instruction.
Inside the gray text box, highlight all text and delete it to remove the current entry.
If a QR code is displayed as a payment method, tap 'Remove' to delete it.
Confirm the changes by tapping the checkmark (✓) in the upper-right corner of the screen.
Managing both recorded payments and general payment instructions effectively ensures your invoices reflect accurate and current information, minimizing potential discrepancies for you or your clients.