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Cash flow
How to add an expense or income in cash flow
How to add an expense or income in cash flow

Learn how to add an expense or income in Bookipi Invoice mobile app - cash flow feature

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Written by Cristofer Cox
Updated over a week ago

Please note: that the cashflow feature is currently only available for users who are in the AU and US


In the following tutorial we will show you:


How to add an expense

Step 1: Select Accounts

Step 2: Select your cash account

Step 3: Select the + button

Step 4: Input the amount, select the category, add a note, or even take a photo of the receipt by selecting the camera icon.

Step 5: Click Save


How to add income

Step 1: Select the + button

Step 2: Select Income

Step 3: Input the amount, the category, a note, or add a photo.

Step 4: Click Save


How to include invoice payments as an income stream

When an invoice is paid, the transaction will automatically be recorded in your cash wallet as an income by invoice number


How to view transactions for different months

You can also view transactions for different months by selecting the top arrows.

Select “This month” to bring the transaction view back to the current month

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