How to make invoice reports by customer and date in Bookipi mobile app

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

In this tutorial, learn how to do the following:

How to make statements with invoice history for customers

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

How to create a customer statement for the last 1 year

Step 1: Select ‘Invoice’

Select ‘Invoice

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Step 2: Select ‘Customer’

Select ‘Customer

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Step 3: Select the customer

Select the customer you would like to view the statement for

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Step 4: Export the document/s

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 customizing 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: 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.

Then, click ‘Ok‘.

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Step 8: Click ‘Save’

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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Learn how to use Bookipi Invoice with our tutorials

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