How to set up your business in Bookipi invoice software

Sign up or log in to Bookipi.

Select ‘Settings‘ from the drop-down in the top right. 

In the ‘Users‘ settings, you can edit your name, update a profile picture or reset your password.

Edit your business information in ‘Business’ settings. You can edit your business name, email address that appears on invoices, phone number, additional information, and country.

You can also add a business logo, a business number, and a business address.

You can also enable card payments on invoices. You can also edit your date format, language, currency and how your currency will be displayed.

Customize which documents will be visible, the default due date, default tax, and whether to send yourself a copy of the document when you send it to your customers.

You can also edit the document numbers, add in default notes and default messages for certain document types.