How to create a new document type

Learn how to create new document types including quotes, estimates, receipts and more in Bookipi Invoice mobile app

You can create new document types including quotes, estimates, receipts and more outside of the default ‘Invoice‘ document type.

Learn how to create new document types in the Bookipi Invoice mobile app with these 4 simple steps:

Step 1: Tap on the drop-down menu.

Step 2: Select ‘Add a new category

Step 3: 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.


New document types (other than Invoice) do not have payment options available.


Discover more tutorials for Bookipi Invoice on mobile app

Creating and sending invoices is even easier with the Bookipi Invoice mobile app. Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.