Learn how to set up your business on Bookipi Invoice Web v2
How to set up your business on web
Learn how to set up your business on Bookipi Invoice Web v2 with our simple steps.
Step 1: Log in to your account.
Go to bookipi.com and click ‘Start for free’ in the top-right corner. Alternatively, you can enter your email address in the provided field and click ‘Continue’, or sign in using your Google or Apple account to access your Bookipi account.
Step 2: Click on your user icon.
Click your profile icon in the bottom-left corner of the dashboard.
Step 3: Select ‘Settings’.
Click ‘Settings’ below your username.
Step 4: Set up your company.
In the ‘General’ tab under the Account section, you can edit your name, update your profile picture, and reset your password.
In the Company section, you can manage key details such as the company logo, name, email address, business number, and address.
Go to the Payment section to enable payment options like card payments and PayPal, or choose to add your bank information and/or a QR code for direct bank transfer in the Payment instruction section to include in your invoice.
In the Region & Currency section, you can edit your country, select your language preference, set your date format, choose your currency, and adjust the currency format that will be displayed on your invoices.
Step 5: Access the ‘Services’ tab.
In the ‘Services’ tab under the Due and reminder section, you can set your default due date for invoices and set a reminder to send to your customers.
In the Tax and signature section, you can configure your default tax settings and add a signature to include on invoices.
In the Documents section, you can enable the option to receive a copy of every sent document, customize field names, including the document numbering, and set your default reminder message.
Additionally, in the Documents section, you will find all available document types (Invoice, Proposal, Estimate, Credit Note, Delivery Note, and Purchase Order). You can select each document type to configure its default note and default email message.
FAQs about how to set up your business on the web
Q: How can I change the email address linked to my account?
A: To update the email address (username) associated with your account, please contact our support team at support@bookipi.com.
Q: Is it possible to delete my company?
A: You can delete any company you’ve added, except for your default company, which was created when you set up your Bookipi account.
Q: Can I manage multiple companies with one login?
A: Yes, you can! Simply add your companies in the Company section of your Profile, located in the upper-right corner of your dashboard.
Q: How can I invite an employee to manage my account?
A: You can invite an employee or team member to access your account by going to Settings and clicking the ‘Teammates’ tab. For more information, please refer to this link.
Q: Can I use my account on another device?
A: Yes, you can. Simply log in with the same email account, and your data will sync across devices.
Q: Can I use a Credit Note to sync with my Invoice?
A: No, currently Credit Notes do not sync with invoices and will appear separately in the reports.
Q: Can I record a payment on document types such as Estimate, Credit Note, Delivery Note, or Purchase Order?
A: No, payments can only be recorded and receipts sent under an Invoice.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.
