How to send documents using Pipeline on the Web App
Learn how to send Invoices and Proposals via the Pipeline Feature on Web App by following the steps below:
Step 1: Log in to bookipi.com.
Step 2: Select ‘Manage customers’ from the Dashboard.
Select 'Manage customers' on the left-hand side of your screen to access Pipeline.
Step 3: Select a customer.
Choose a customer on the Pipeline.
Step 4: Select ‘+ Create new’
Click ‘+ Create new’ and choose the document you want to send to the customer.
Step 5: Create and send the document.
Create your document and then select 'Send' once done.
Your customer will now appear under the ‘Invoice sent’ column as their status updates.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.