How to create a new document type
You can create new document types, such as quotes, estimates, receipts, and more, in addition to the default 'Invoice' type by using the additional categories provided by the app. Simply rename these categories according to your preference, and you’re good to go!
Note: Updates to the document names will only affect the document template (PDF file) and not the user interface.
Learn how to create new document types in the Bookipi Invoice mobile app with these simple steps:
Step 1: Tap ‘More’.
Tap 'More' on the lower right of your screen.
Step 2: Select 'Settings.
Go to 'Settings'.
Step 3: Tap 'Rename title and number'.
Tap 'Rename title and number' under the Customization section.
Step 4: Select a document.
Select a document you wish to use for your new document.
Step 5: Rename the title of the document.
Enter the new document name in the Title (e.g. change 'Credit Note' to 'Receipt'), add a Prefix, and the document number in the Next # section to specify where you want to begin the numbering.
Step 6: Save the changes.
Tap the checkmark on the upper left of the screen to save the changes.
The category name will remain unchanged on the mobile interface. Here’s how it will be displayed.
The updated title of your document will only be visible in the PDF format of your invoice. Here’s how it will look.
New document types, other than the 'Invoice', do not have available payment options like the Payment Instructions field, card payment acceptance, and the ability to record a payment.
Discover more tutorials for Bookipi Invoice on mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app. Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.