How to send an invoice as a PDF
Create and send invoices as PDF attachments in Bookipi Invoice mobile app in 6 simple steps:
Step 1: Create or open an invoice
Tap the blue ‘+’ button in the lower right corner of your screen to create a new invoice or open an existing one.
Step 2: Add details and save
Enter relevant details to your invoice and Tap the ‘Save’ button once you’re done filling out the invoice.
Step 3: (Optional) Customize the invoice
If you have a subscription, you can customize your invoice by changing the colors, fonts, and font sizes to match your brand.
Step 4: Select ‘PDF’.
Tap 'PDF' from the available options.
Step 5: Share your invoice
Choose your preferred method for sharing the PDF invoice (Email, WhatsApp, etc.).
FAQs on how to send an invoice as a PDF on the mobile app
Q: Can I send both new and existing invoices as PDFs?
A. Yes. You can either create a new invoice by tapping the blue “+” button or open an existing invoice to send it as a PDF.
Q: How do I choose who receives the invoice?
A. Once you select your sharing method, you’ll be prompted to choose a recipient.
Q: What do I do after selecting a recipient?
A. Simply tap 'Send' or 'Next' to deliver the PDF invoice to your customer.
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.