Learn how to create and send an invoice in Bookipi Invoice Web (v2)
Learn how to create and send an invoice in Bookipi Invoice Web v2 with our step-by-step guide below.
Step 1: Sign in to Bookipi Web
Step 2: Select ‘+ Create‘ and select ‘+ Invoice‘
Step 3: Add a Customer. You can select an existing customer from your Customers list or press ‘Create a customer’ to create a new customer.
Step 4: Add an Item. You can select an existing item from your Items list or press ‘Add a new item’ to create a new item.
Step 5: Edit the quantity, price and even add a note in your newly created invoice.
Step 6: You can also customize other options such as Discount & Shipping, Tax, Invoice number, Dates, Notes, and click ‘Save‘ to save these changes.
Step 7: Check that all the invoice information is correct. Select ‘Send‘ to send the invoice to your customer. Alternatively, you can manually mark the invoice as ‘Sent’.
Step 8 (Optional): If you are sending the invoice via email to your customer, please check the email address and press ‘Send’.
You can also copy yourself (cc) into the email and write a personalized note to your customers.
Your customers will receive an email similar to this:
Step 9 (Optional): Your customers can also pay directly with card payments from their invoice using the ‘Pay now’ button.
If you haven’t activated card payments yet, please see Step 10 to learn how to activate card payments and get paid by your customers.
Your customers can also export the invoice as PDF or print out a hard copy.
Step 10 (Optional): To activate card payments, select ‘Turn on BookiPay‘ in the Bookipi Invoice Web v2 dashboard.