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

Click 'Start for free' to create a new account, or 'Log in' if you already have one.

You can sign in using a third-party account by selecting 'Continue with Google' or 'Continue with Apple' on the login page.

Alternatively, you can sign in manually by entering your email address and clicking 'Continue' to proceed.

From your dashboard, hover over Invoice and click '+ Create' to start creating a new invoice.

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

Select an existing customer from your Customers list by clicking the dropdown menu.

Alternatively, click 'New Customer' to add a new customer to your list.

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 select an existing item from your Item list using the dropdown menu.

Alternatively, click 'New item' to create a new one. Once selected or created, you can adjust the quantity and price, as well as add or edit the item description as needed.

You can customize your invoice by adding or editing fields such as Discount, Shipping cost, Tax, Due date, and other relevant details. You can also enable Signature, configure Overdue reminders, or set up a Recurring invoice by selecting your preferred billing interval.

Click ‘Continue’ to generate an invoice.

Review the invoice details to ensure all information is accurate and complete. Once verified, click 'Send Invoice' to deliver the invoice to your customer.

Alternatively, you can manually mark the invoice as 'Sent' by clicking 'Mark sent'.

You can add multiple recipients when prompted to send the invoice. However, to avoid potential issues, particularly when your customer pays by card, we recommend saving only one email address per customer. If you need to send the invoice to multiple recipients, add their email addresses during the sending process instead.

To include multiple recipients, enter their email addresses separated by commas. You can also enable 'Send me a copy' to receive a copy of the invoice email and add a personalized message for your customer.

Before clicking 'Send Invoice', double-check all email addresses to ensure the invoice is delivered to the correct recipients.

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

If you haven't enabled card payments yet, you can easily activate this option before sending your invoice. Simply select 'Card' from the right-hand panel of your screen and enable Accept card payments.

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.

If the invoice is in 'Draft' status, you can directly make changes by modifying the fields.

For 'Sent' or 'Read' statuses, click the ‘Edit’ button in the upper-right corner to enable editing.

Make necessary changes to your invoice.

Click ‘Save changes’ to save the changes.

If you make changes to an invoice that has already been sent, you'll be prompted to resend the updated version to your customer. Click 'Send reminder' to send the revised invoice and ensure your customer receives the latest updates.

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

Use the Search and Filter Bar to easily find and organize your invoices. You can filter invoices by their status, such as 'Paid' or 'Overdue', or view invoices with 'Recurring' enabled for easier tracking and management.

Click More to access additional invoice filtering options. You can filter your invoices by the following statuses: All, Draft, Sent, Read, Paid (including Fully Paid and Partially Paid), and Failed to deliver.

To view your archived invoices, click the 'Archived' button located in the upper-right corner of your invoice list.

A: Yes! You can now make limited changes to invoices marked as Paid or Partially Paid without needing to duplicate the invoice. This allows you to update certain details while keeping your existing payment records intact.

A: You can edit the following fields:

A: The following fields remain locked and cannot be modified:

A: If you attempt to modify a restricted field, you'll notice that it is greyed out and disabled, indicating that it cannot be edited once the invoice has been marked as Paid or Partially Paid.

A: No. Saving your changes will not affect the invoice's existing payment status. It will remain marked as Paid or Partially Paid.

No. Your existing payment history will remain intact even after you make and save changes to the invoice.

No. You can directly edit the supported fields on an existing Paid or Partially Paid invoice. Duplicating the invoice is no longer necessary for these updates.

A: Yes! This feature is available on both the Bookipi Invoice Web App and Mobile App, allowing you to make supported changes on either platform.

A: No! These editing restrictions apply to both the Bookipi Invoice Web App and Mobile App. The same editable and restricted fields apply across both platforms.

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 checking out our mobile app guides.