Auto Archive Paid invoices

Any paid invoices move automatically to the 'Archived' section in the Bookipi Invoice mobile app when marked as 'Sent'.

Here are the steps to archive and send a receipt:

Step 1: Select an invoice

On your ‘Invoice’ category, select an invoice to Archive

Step 2: Swipe left on the selected invoice

Swipe left to access additional options.

Step 3: Tap 'Paid'

Select the 'Paid' option

Step 4. Confirm payment status

A confirmation message will remind you that customers with a card payment intent won’t be able to pay after marking the invoice as paid. If you’re being paid through other methods (e.g., cash, or bank transfer), tap ‘Yes!’ to confirm.

Step 5: Send the receipt

A pop-up will appear prompting you to send a receipt. Click ‘Send’ to deliver the receipt to your customer.

After you tap 'Send', a message will appear, confirming that the receipt has been successfully sent.

Your invoice is automatically archived and you can find all of your archived invoices in one place.

You can also manually archive invoices with 3 easy steps:

Step 1. Select an invoice

On your invoice category, select an invoice to archive

Step 2. Swipe left to the selected invoice

Swipe left on the invoice you want to archive.

Step 3: Tap 'More’

Tap the 'More' option to access additional actions.

Step 4: Select 'Archive'

Select 'Archive' to move the invoice to the archived section.

Discover more tutorials for Bookipi Invoice on mobile app

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.