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.
Step 1: Sign up or log in to Bookipi
Go to www.bookipi.com and click ‘Start for free’ in the upper-right corner. You can enter your email or sign up/log in using your Google or Apple account.
If you already have an account, enter your password to access your dashboard.
If you’re signing up for the first time, you’ll be asked to verify your email before proceeding.
Step 2: Create an invoice
Click the ‘+ Create’ button from the main dashboard under the Invoice section to start creating an invoice.
Alternatively, click ‘Invoice’ from the left-hand panel to open your invoice list, then select the ‘+ Create’ button in the upper-right corner.
Step 3: Add a customer
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.
Step 4: Add an item
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.
Step 5: Customize invoice options
You can add and modify fields such as Discount & Shipping, Tax, Dates, and others on your invoice. Additionally, you can enable card payments, signatures, set overdue reminders, and make it a recurring invoice, then choose an interval.
Step 6: Click ‘Continue’
Click ‘Continue’ to generate an invoice.
Step 7: Click ‘Send’
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'.
Step 8: (Optional) Send to multiple recipients
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'.
FAQs about how to create and send an invoice on Web V2
Q: If I create an invoice, will it be saved automatically?
A: No. Invoices are not auto-saved. You must manually save your invoice to avoid losing your work.
Q: I created an invoice before, but I can’t find it now. Can it be recovered?
A: No. Once an invoice has been deleted or overwritten, it cannot be recovered.
Q: I see an error message asking me to contact support when creating or updating an invoice. What should I do?
A: Try refreshing the page, logging out and back in, clearing your browser cache, or updating your browser, as these often resolve minor issues. If the problem persists, please contact support at support@bookipi.com for assistance.
Discover more tutorials for Bookipi Invoice on Web v2
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.