{"id":9088,"date":"2023-02-13T09:37:33","date_gmt":"2023-02-13T09:37:33","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=9088"},"modified":"2025-11-11T01:38:21","modified_gmt":"2025-11-11T06:38:21","slug":"how-to-create-invoices-bookipi-for-small-business","status":"publish","type":"post","link":"https:\/\/bookipi.com\/es\/bookkeeping\/how-to-create-invoices-bookipi-for-small-business\/","title":{"rendered":"How to create an invoice with Bookipi for your small business"},"content":{"rendered":"\n<p>With Bookipi Invoice, you can make an invoice quickly and easily. The following steps will guide you through the process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-invoice-examples\">Invoice examples<\/h2>\n\n\n\n<p>&nbsp;See an example of an invoice made using Bookipi below.<br><img decoding=\"async\" title=\"bookipi-home-create-invoices-step-3-768\u00d7645\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/08\/bookipi-home-create-invoices-step-3-768x645-1.webp\" alt=\"invoice example\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-make-an-invoice-on-bookipi\">How to make an invoice on Bookipi<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-nbsp-sign-up-for-a-bookipi-account\">Step 1:&nbsp; Sign up for a Bookipi account<\/h3>\n\n\n\n<p>Sign up for a free Bookipi&nbsp;<a href=\"https:\/\/bookipi.com\/free-invoice-maker\/\">invoice maker<\/a>&nbsp;account . Once you have an account, log in to the Bookipi dashboard.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-making-a-new-invoice\">Step 2: Making a new invoice<\/h3>\n\n\n\n<p>Click on the \u201cInvoices\u201d tab on the Bookipi dashboard.\u00a0 Then click \u201cCreate Invoice.\u201d Enter the details of the invoice, including the customer name, invoice number, date, and payment terms. Create and send invoices in Bookipi\u00a0<a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/how-to-send-an-invoice-and-mark-as-sent\/\">mobile app<\/a>\u00a0and\u00a0<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/how-to-create-send-edit-and-filter-invoices\/\">web<\/a>\u00a0with our simple user guides.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-customize-your-invoice-nbsp\">Step 3: Customize your invoice&nbsp;<\/h3>\n\n\n\n<p>Customize the look and feel of your invoice by adding your company logo, business\u2019 contact detail and branding.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-add-line-items-on-invoices\">Step 4: Add line items on invoices<\/h3>\n\n\n\n<p>Enter the products or services you provided in the \u201cLine Items\u201d section. Include the quantity, rate, and total amount of your products or services.&nbsp; Read our step-by-step guides for adding invoice items in&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/how-to-create-edit-copy-and-delete-an-item\/\">web<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/how-to-add-an-item\/\">mobile app<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-preview-and-send-the-invoice\">Step 5: Preview and send the invoice<\/h3>\n\n\n\n<p>Preview your invoice to make sure everything is correct before sending. Then click \u201cSend\u201d.&nbsp; You can choose from email, SMS, Whatsapp and more methods for sending invoices to your customers. Learn how to send invoices on&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/how-to-create-send-edit-and-filter-invoices\/\">web<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/how-to-send-an-invoice-and-mark-as-sent\/\">mobile app<\/a>.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-6-nbsp-follow-up-on-invoices-and-payments-by-clients\">Step 6:&nbsp;Follow up on invoices and payments by clients<\/h3>\n\n\n\n<p>Track the status of your invoices in the Bookipi dashboard and use Bookipi\u2019s automated&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/how-to-add-overdue-reminders\/\">payment reminders<\/a> to ensure on time payments by clients.&nbsp;&nbsp;Follow up with your customer if the invoice remains unpaid after the due date.&nbsp;Get the most efficient billing and invoicing system for small businesses with <a href=\"https:\/\/bookipi.com\/invoice-app\/\">Bookipi Invoice<\/a>.&nbsp; You\u2019re more likely to get paid on time by using Bookipi\u2019s features like automated reminders and online payment options on both&nbsp;in&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/how-to-use-stripe-for-credit-card-payments\/\">mobile app<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/accepting-card-payments-faq\/\">web<\/a>.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-easiest-mobile-invoicing-tool-by-bookipi\">Easiest mobile invoicing tool by Bookipi<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\">Learn how to use Bookipi Invoice on mobile app<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\">Read our user guides for Bookipi Invoice on web app<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/bookipi.com\/guides\/bookipi-subscriptions\/\">Get the full feature version of Bookipi Invoice on both web app &amp; mobile app<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>With Bookipi Invoice, you can make an invoice quickly and easily. The following steps will guide you through the process. Invoice examples &nbsp;See an example of an invoice made using Bookipi below. How to make an invoice on Bookipi Step 1:&nbsp; Sign up for a Bookipi account Sign up for a free Bookipi&nbsp;invoice maker&nbsp;account . [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":9096,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_theme","format":"standard","meta":{"_yoast_wpseo_focuskw":"create invoice","_yoast_wpseo_title":"How To Make Invoices For Small Business With Bookipi | Bookipi","_yoast_wpseo_metadesc":"Make invoices for your small business easily on web or mobile app using Bookipi Invoice. Try our simple invoice maker for free.","site-sidebar-layout":"default","site-content-layout":null,"ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":null,"ast-hfb-below-header-display":null,"ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":null,"ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":null,"header-main-stick-meta":"","header-below-stick-meta":null,"astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_intercom_article_id":"","footnotes":""},"categories":[285],"tags":[],"class_list":["post-9088","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bookkeeping"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How To Make Invoices For Small Business With Bookipi | Bookipi<\/title>\n<meta name=\"description\" content=\"Make invoices for your small business easily on web or mobile app using Bookipi Invoice. 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