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Auto Archive Paid invoices

Learn how to automatically archive 'Paid' invoices in Bookipi Invoice mobile app

Aiko avatar
Written by Aiko
Updated over 3 weeks ago

Auto Archive Paid invoices

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

Here are the steps to archive paid invoices and send a receipt:

Step 1: Select an invoice.

In your ‘Invoice’ category, select an invoice to mark as paid.

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 sending the receipt, a message will appear confirming that the receipt has been successfully sent.

Your invoice is automatically archived, and you can easily access all archived invoices by tapping the archive folder icon located under the category tabs.


You can also manually archive invoices with 4 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.


Common FAQs about how to Auto Archive Paid invoices

Q: Does auto-archive apply to partially paid or unpaid invoices?

A: Invoices are automatically moved to the Archived folder once they are marked as fully paid. Those with partial payments will not be archived until the full payment has been recorded.

Q: Can I unarchive paid invoices?

A: No, fully paid invoices cannot be unarchived.

Q: How can I unarchive an invoice that I archived manually?

A: To unarchive an invoice that was manually archived, go to the Archived folder, swipe the invoice to the left, tap on 'More', and then select 'Unarchive'. The invoice will then be moved back to your main invoice list.


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.

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