How to send invoices and mark invoices as sent in Bookipi mobile app
How to make and send an invoice on the go
Learn how to create and send an invoice in Bookipi Invoice mobile app in 5 simple steps below:
Steps to send invoices in Bookipi mobile app
Step 1: Create your invoice
Tap the plus (“+”) button. Add your customer details and invoice item/s.
Step 2: Click 'Preview'
Review your invoice before sending
Step 3: Tap the 'Send' button
Send your invoice
Step 4: Click 'Send'
[Optional: Choose the method of sending the invoice (Whatsapp, SMS, Email, PDF attachment or share to other platforms)]
Step 5: Mark the invoice as 'Sent'
Marking the invoice as ‘Sent’ will automatically archive your invoice