How to create and send a customer statement

Learn how to create and send a customer statement on Bookipi Invoice mobile app

In this tutorial, learn how to create customer statements on Bookipi Invoice mobile app:


How to create a customer statement for the last 1 year

Learn how to create a customer statement for the last 1 year on Bookipi Invoice mobile app with these easy steps:

Step 1: Select ‘Invoice

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Step 2: Select ‘Customer

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Step 3: Select the customer you would like to view the statement for

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Step 4: You will see all documents created for your selected customer in the last year. Select the Print icon on the top right.

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Step 5: Select ‘Print’, to download a copy to your phone OR send a copy to your customer by clicking ‘Send’

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How to generate a customer statement for a custom period

Learn how to create a customer statement for specific dates by customising the time period on Bookipi Invoice mobile app. Follow the steps below:

Step 1: Select ‘Invoice

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Step 2: Select ‘Customer

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Step 3: Select the customer you would like to view the statement for

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Step 4: You will see all documents created for your selected customer in the last year. Select ‘Last 1 year’ from the Customer’s statement page.

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Step 5: Select ‘Custom

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Step 6: Select the ‘Start Date’ or ‘End Date’ to customize

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Step 7: Select the date on the calendar and click ‘Ok‘.

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Step 8: Once you are happy with the dates, click ‘Save

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Step 9: Select the Print icon.

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Step 10: Select ‘Print’ to print or download a PDF copy. Alternatively, select ‘Send’ to email your customer a PDF statement.

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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.