How to add an expense or income in cash flow

How to add an expense in Bookipi mobile app

Learn how to add an expense or income in the Cash flow feature of Bookipi’s mobile app

Please note: that the cashflow feature is currently only available for users who are in the AU and US

Steps to add an expense in Bookipi mobile app

Step 1: Go the Accounts in Bookipi's Cash Flow

Select ‘Accounts

Invoice Mobile App - How to add an expense or income in cash flow - 1
 

Step 2: Choose an amount

Select your cash account

Invoice Mobile App - How to add an expense or income in cash flow - 2
 

Step 3: Add an expense

Select the + button

Invoice Mobile App - How to add an expense or income in cash flow - 3

Input the amount, select the category, add a note, or even take a photo of the receipt by selecting the camera icon.

Invoice Mobile App - How to add an expense or income in cash flow - 4
 

Step 4: Save changes

Click ‘Save

Invoice Mobile App - How to add an expense or income in cash flow - 5

How to add income

Step 1: Select the + button

Invoice Mobile App - How to add an expense or income in cash flow - 6

 

Step 2: Select Income

Invoice Mobile App - How to add an expense or income in cash flow - 7

Step 3: Customize income details

Input the amount, the category, a note, or add a photo.

Invoice Mobile App - How to add an expense or income in cash flow - 8

 

Step 4: Click ‘Save’

Invoice Mobile App - How to add an expense or income in cash flow - 9

How to include invoice payments as an income stream

When an invoice is paid, the transaction will automatically be recorded in your cash wallet as an income by invoice number

Invoice Mobile App - How to add an expense or income in cash flow - 10

How to view transactions for different months

You can also view transactions for different months by selecting the top arrows.

Invoice Mobile App - How to add an expense or income in cash flow - 11

Select “This month” to bring the transaction view back to the current month

Invoice Mobile App - How to add an expense or income in cash flow - 12

Learn how to use Bookipi Invoice mobile app & more​

Table of Contents