Learn how to send an invoice as a PDF attachment in Bookipi Invoice mobile app.

How to send an invoice as a PDF

Create and send invoices as PDF attachments in Bookipi Invoice mobile app in 6 simple steps:

Step 1: Create or open an invoice.

Tap the blue ‘+’ button in the lower right corner of your screen to create a new invoice or open an existing one.

Step 2: Tap ‘Save’.

Tap the ‘Save’ button once you’re done filling out the invoice.

Step 3: Tap ‘Next’.

Select the ‘Next’ button located on the top right corner of your screen.

Step 4: Tap ‘PDF’.

Select ‘PDF’ from the available options.

Step 5: Choose a method to send your invoice.

Choose the method you want to use to share the invoice (Email, WhatsApp, etc.).

Step 6: Select a recipient.

Select the recipient for your invoice.

Step 7: Tap ‘Send’ or ‘Next’.

Select ‘Send’ or ‘Next’ to share the PDF version of your invoice with your customer.

Common FAQs on how to send an invoice as a PDF on the mobile app

Q: Can I send both new and existing invoices as PDFs?

A. Yes. You can either create a new invoice by tapping the blue “+” button or open an existing invoice to send it as a PDF.

Q: How do I choose who receives the invoice?

A. Once you select your sharing method, you’ll be prompted to choose a recipient.

Q: What do I do after selecting a recipient?

A. Simply tap Send or Next to deliver the PDF invoice to your customer.

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.
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