How to make new document types like estimates and quotes in Bookipi mobile app
How to make other documents like estimates, quotes, purchase orders & more
Learn how to create new document types including quotes, estimates, purchase orders and more in Bookipi Invoice mobile app.
Create new document types including quotes, estimates, and more outside of the default ‘Invoice‘ document type.
Steps to make new document types in Bookipi mobile app
Step 1: Tap on the drop-down menu
This is in the top left hand corner.
Step 2: Select 'Add a new category'
You can make a new category of documents other than Invoices.
Step 3: Make a new document type
Choose from one of the categories in the list or create your own.
Step 4: Tap 'Create'
Alternatively, learn how to create new document types on Bookipi Invoice mobile app with our step-by-step video guide below.