How to create and send an invoice on Web V2

Learn how to create and send an invoice in Bookipi Invoice Web v2 with our step-by-step guide below.

Click ‘Invoice’ from your dashboard to create an invoice.

Alternatively, choose ‘Invoice’ from the left panel of your screen, then click the ‘+ Create’ button in the upper right corner of the page.

You can select an existing customer from your Customers list or click 'Create a customer' to create a new customer.

Remember to list only one email address when creating a new customer account to prevent any issues when your customer makes a card payment.

You can choose an existing item from your Item list or click 'Add a new item' to create a new one. Then, you can adjust the quantity and price, and add or edit the item description as needed.

You can add and modify fields such as Discount & Shipping, Tax, Dates, and others on your invoice. Additionally, you can enable signatures, set overdue reminders, and make it a recurring invoice, then choose an interval.

Click ‘Continue’ to generate an invoice.

Check that all the invoice information is correct. Click 'Send' to send the invoice to your customer.

Alternatively, you can manually mark the invoice as 'Sent'.

You can add multiple recipients only when prompted to send the invoice. To avoid any issues particularly when your customer makes a card payment, please refrain from saving multiple email addresses for a single customer.

To include multiple recipients, separate the email addresses with commas. You can also cc yourself in the email and add a personalized note for your customers. Make sure to double-check the email addresses before clicking 'Send'.

Your customers can also pay directly with card payments from their invoice using the 'Pay now' button.

If you haven't activated card payments yet, simply enable ‘Accept card payments’ in the top right panel of your screen before sending your invoice.

Alternatively, you can activate it from your account Settings by navigating to the General tab and clicking ‘Connect with card’ under the Accept card payments option in the Payment section.

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.