In this tutorial, learn how to create customer statements on Bookipi Invoice mobile app:

Learn how to create a customer statement for the last 1 year on Bookipi Invoice mobile app with these easy steps:

Navigate to the ‘Invoice’ to access the menu.

Tap ‘Customer’ to see all customer lists.

Select a customer name whose statement you want to view.

All documents created for this customer in the last year will be displayed.

Tap the 'Print' icon at the top right to generate a PDF copy of the statement.

Download the statement to your phone by selecting ‘Print’, or send it to your customer by tapping ‘Send’.

Learn how to create a customer statement for specific dates by customising the date period on Bookipi Invoice mobile app. Follow the steps below:

Navigate to the ‘Invoice’ to access the menu.

Tap ‘Customer’ to see all customer lists.

Select a customer name whose statement you want to view.

All documents created for this customer in the last year will be displayed.

Tap the drop-down arrow labeled 'Last 1 year'.

Select ‘Custom’ to begin customizing the date range.

Tap ‘Start Date’ to set the beginning of the period.

Pick a date, and tap ‘Confirm’.

Tap ‘End Date’ to set the end of the period.

Pick a date, and tap 'Confirm'.

Tap ‘Save’ to apply your selected date range.

Tap the 'Print' icon at the top right to generate a PDF copy of the statement.

Download the statement to your phone by selecting ‘Print’, or send it to your customer by tapping ‘Send’.

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.