How to add your customer
Learn how to add your customer to the customer detail screen with our simple step-by-step guides.
Step 1: Log in to bookipi.com.
Step 2: Select ‘Customer’.
On the left side of the screen, select 'Customer'.
Step 3: Select ‘+ Create’.
Select '+ Create' on the right-hand panel of the screen to start creating a new customer.
Step 4: Add the details needed.
Add your customer's information (e.g., Name, Business number, Email, Phone number, Address, etc.)
Step 5: Select ‘Save’.
Once done, select 'Save' to save the newly added customer.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.