Learn how to set up recurring invoices to simplify invoice creation and minimize manual tasks.
How to set up a Recurring Invoice in the Bookipi Mobile App
The Recurring Invoice feature in the Bookipi Mobile App lets you automatically generate invoices at set intervals (weekly, monthly, yearly, etc.). This guide shows you how to create a new recurring invoice and send it to your client directly from the app.
Step 1: Start a new invoice
From the home screen, go to the Invoice category. Tap the blue plus (+) button to create a new invoice.
Step 2: Add a customer
From the pop-up options, select your customer’s name.
To add a new customer not yet in your list, tap ‘+ New’ in the upper right corner, enter their details, and save.
Step 3: Add items to the invoice
Scroll up and select an item from your item list.
To add a new item that doesn’t exist yet on your lists, tap ‘+ New’ in the upper right corner, enter the item details, and save.
Step 4: Confirm customer and items
After adding the customer and items, tap ‘Done’.
Step 5: Set recurrence
Scroll up to find the More section, and tap ‘Recurrence’.
Choose a recurrence option: Weekly, Every 2 weeks, Monthly, Yearly, etc.
After selection, you will see a recurring icon appear, confirming the invoice is set to recur.
Tap ‘Save’ to save the invoice with the recurrence setting.
Step 6: Send the invoice
Tap ‘Next’ to proceed.
Select your preferred sending method: ‘Email’ (directly from the app), ‘WhatsApp’, or another available option.
Tap ‘Send’ to finalize and send the invoice to your client.
The invoice you scheduled to recur has been successfully sent according to the selected recurrence settings.
A recurring icon is displayed below the invoice number to indicate its recurring status.
Frequently Asked Questions: Recurring Invoice in the Bookipi Mobile App
Q: What is a recurring invoice?
A: A recurring invoice is an invoice that is automatically created and sent to your client at set intervals. It’s well-suited for subscription-based services or ongoing billing needs.
Q: Can I set reminders or late fees on recurring invoices?
A: Yes, you can. Simply enable the overdue reminder option in your invoice settings to automatically send reminders and apply late fees.
Q: Do recurring invoices count toward my monthly invoice limit if I’m on a free plan?
A: Yes, each recurring invoice sent is counted toward your monthly invoice limit under the free plan.
Q: What interval options are available in the mobile recurring invoice settings?
A: The following interval options are available:
-
Every week
-
Every 2 weeks
-
Every 4 weeks
-
Every month
-
Every 2 months
-
Every 3 months
-
Every 6 months
-
Every year
Q: I set up a recurring invoice, but it didn’t send on the scheduled date. What should I do?
A: First, check the following:
-
Active Status: Ensure the recurring invoice is active and is not turned off.
-
Start Date: Make sure the recurring profile’s date is correct and has already passed.
-
Client Email: Verify that the client’s email is correct.
If everything looks correct and the invoice still hasn’t been sent, please contact support and provide your account details and the recurring invoice in question for further assistance.
Discover more tutorials for Bookipi Invoice on the mobile app
Creating and sending invoices is even easier with the Bookipi Invoice mobile app.
Discover more tips on maximizing your Bookipi Invoice experience with our mobile app guides.
Explore additional features in the Bookipi Web app version.
