How to add an expense or income in cash flow

Learn how to add an expense or income in Bookipi Invoice mobile app – cash flow feature


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


In the following tutorial we will show you:


How to add an expense

Step 1: Select Accounts

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Step 2: Select your cash account

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Step 3: Select the + button

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Step 4: Input the amount, select the category, add a note, or even take a photo of the receipt by selecting the camera icon.

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Step 5: Click Save

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How to add income

Step 1: Select the + button

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Step 2: Select Income

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Step 3: Input the amount, the category, a note, or add a photo.

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Step 4: Click Save

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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

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How to view transactions for different months

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

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

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