How to create, send, edit and filter invoices

Learn how to create, send, edit and filter invoices on Bookipi Invoice Web v2. This guide covers the following:

Sign up or Log in to your Bookipi account.

Click ‘Invoice’ from your dashboard to create an invoice.

Alternatively, choose ‘Invoice’ from the left panel of your screen, then click the ‘+ Create’ button in the upper right corner of the page.

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.

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.

You can add and modify fields such as Discount & Shipping, Tax, Dates, and others on your invoice. Additionally, you can enable signatures, set overdue reminders, and make it a recurring invoice, then choose an interval.

Click ‘Continue’ to generate an invoice.

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'.

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'.

Your customers can also pay directly with card payments from their invoice using the 'Pay now' button.

If you haven't activated card payments yet, simply enable ‘Accept card payments’ in the top right panel of your screen before sending your invoice.

Alternatively, you can activate it from your account Settings by navigating to the General tab and clicking ‘Connect with card’ under the Accept card payments option in the Payment section.

Select the 'Invoice' category from the left panel of your screen.

Click on the invoice you would like to edit.

To modify the Sent and Read statuses, click the ‘Edit’ button at the top of the invoice. If the invoice is still in Draft, you can make edits directly after opening it.

Make necessary changes to your invoice.

Click ‘Update’ to save the changes.

If you have already sent the invoice, you will be prompted to resend it. Simply resend the invoice to ensure your customer receives the updated version.

Select the 'Invoice' category from the left panel of your screen.

Click on the invoice status you wish to filter by. You can easily filter invoices based on ‘Paid’ or ‘Overdue’ status.

Click ‘More’ to access additional filtering options for your invoices, including ‘All’, ‘Draft’, ‘Sent’, ‘Read’, and ‘Paid’ (‘Fully Paid’ and ‘Partially Paid’) statuses.

To view your archived invoices, click the ‘Archived’ button located at the top right of your invoice list.

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.