How to find your email address for your Bookipi account in mobile app
Learn how to find the email address you used to set up your account on the Bookipi Invoice Mobile App
✓ No credit card needed ✓ All features are available with our Free plan
✓ No credit card needed
✓ All features are available with our Free plan
Learn how to create reports in Bookipi Invoice mobile app with our simple tutorials:
Alternatively, learn how to create a report on the Bookipi Invoice mobile app with our step-by-step video guide below:
You can download your summary report for the last year
Print or download your summary report as a PDF. Alternatively, select ‘Send’ to email the report as a PDF.
Learn how to export your reports as a CSV file and easily send it via email with our simple steps below:
From the Report screen, select the Export icon
Select the Document type, Customer, or Item you would like to export and select ‘Export data to CSV’.
Choose from the list of sending options (Gmail, Outlook).
A new email will be created in your email account with an automatic CSV attachment. Check that the recipient’s email address is correct and click ‘Send‘.
Learn how to view reports by Document type (invoice, estimates, and more), Customer or Item with our simple steps below:
From the Reports screen select ‘Invoice’.
Customize how you view your reports. This will not impact summary reports that are downloaded or exported.
Learn how to view reports for specific dates and customize your time period with our simple steps below:
Select the ‘Start Date’ or ‘End Date’ to customize the time period.
Choose a date range on the Calendar pop-up and select ‘OK’ when you’re ready.
Select ‘Save’ to save your changes.
Customizing dates on Reports will also change the date range of summary reports that you download and/or export.
Explore related articles:
Learn how to find the email address you used to set up your account on the Bookipi Invoice Mobile App
Learn how to reset your password on the Bookipi Invoice Mobile App
Learn how to set up your password on the Bookipi Invoice Mobile App