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How to send an invoice as PDF

Learn how to send an invoice as a PDF attachment in Bookipi Invoice mobile app.

C
Written by Cristofer Cox
Updated over a month ago

How to send an invoice as 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: Tap ‘Send’.

Tap the ‘Send’ button located at the bottom of your screen.

Step 3: Tap ‘PDF’.

Select 'PDF' from the available options.

Step 4: Choose a method to send your invoice.

Choose the method you want to use to share the invoice (Email, WhatsApp, etc.).

Step 5: Select a recipient.

Select the recipient for your invoice.

Step 6: Tap 'Send' or ‘Next’.

Select ‘Send’ or ‘Next’ to share the PDF version of your invoice with 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.

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