How to set up your business on web
Learn how to set up your business on Bookipi Invoice Web v2 with our simple steps.
Step 1: Log In to Your Account
Go to www.bookipi.com and click the ‘Log in’ button.
Enter your login credentials to access your account.
Step 2: Access Your Business Settings
On your page, click on your 'business icon' located at the upper left side of the screen.
Select ‘Settings’ from the menu.
Step 3: Set up your company
In the ‘General’ tab, under Account settings, you can edit your name, update your profile picture, and reset your password.
In the Company settings, you can manage key details such as the company logo, name, email address, business number, and address.
Go to the Payment section to enable payment options like card payments and PayPal.
In Time & Region, you can edit your country, select your language preference, set your date format, choose your currency, and adjust the currency format that will be displayed on your invoices.
Step 4: Access Service tab
In the ‘Service’ tab, you can set your default due date for invoices, and set a reminder to send to your customers.
In the Tax & Signature section, you can configure your default tax settings and add a signature to include on invoices.
In the Documents section, you can enable the option to receive a copy of every sent document, customize field names, including the document numbering, and set your default reminder message.
Additionally, under the Documents settings, you will see all your document names (Invoice, Proposal, Estimate, Credit Note, Delivery Note, Purchase Order). You can navigate to each document name to set the default note, and default email message.
FAQ:
Q: How can I change the email address linked to my account?
A: To update the email address (username) associated with your account, please contact our support team at support@bookipi.com.
Q: Is it possible to delete my company?
A: You can delete any company you've added, except for your default company, which was created when you set up your Bookipi account.
Q: Can I manage multiple companies with one login?
A: Yes, you can! Simply add your companies under the Settings section of the app.
Q: How can I invite an employee to manage my account?
A: Currently, we do not offer the feature to invite employees to manage your account.
Q: Can I use my account on another device?
A: Yes, you can. Simply log in with the same email account, and your data will sync across devices.
Q: Can I use a Credit Note to sync with my Invoice?
A: No, currently Credit Notes do not sync with invoices and will appear separately in the reports.
Q: Can I record a payment on document types such as Estimate, Credit Note, Delivery Note, or Purchase Order?
A: No, payments can only be recorded and receipts sent under an Invoice.
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.