Learn how to create, edit, copy and delete an item on Bookipi Invoice Web v2.
How to create, edit, copy and delete an item
Explore these simple guides to learn how to create, edit, copy, and delete an item in Bookipi Invoice Web v2.
In this tutorial, learn how to:
To create an item
Learn how to add an item in your list in 4 easy steps.
Step 1: Click ‘Items’.
On the left panel of your screen, select ‘Items’.
Step 2: Click ‘+ Create’.
To create an item, click ‘+ Create’ in the upper right corner of the page.
Step 3: Enter the item name and other details.
Type in the item name and include additional details, such as price, unit type, product code, description, and photo.
Step 4: Click ‘Save’.
Click ‘Save’ to save the item to your list.
To edit an item
Learn how to edit an item in your list in 4 simple steps.
Step 1: Click on ‘Items’.
On the left panel of your screen, select ‘Items’.
Step 2: Select the item.
Click on the item you would like to edit.
Step 3: Edit the item details.
Under the ‘Detail’ tab, make changes to the information in the fields as needed.
Step 4: Click ‘Save’.
Click ‘Save’ to save the changes.
To copy an item
Learn how to copy an item in your list in 5 simple steps.
Step 1: Click on ‘Items’.
On the left panel of your screen, select ‘Items’.
Step 2: Click the three dots button.
Click the ellipsis button at the far right of the item you want to copy.
Step 3: Select ‘Duplicate’.
Select ‘Duplicate’ to make a copy of the item.
Step 4: Check and edit the item details.
Under the ‘Detail’ tab, check the details and edit the information in the fields as needed.
Step 5: Click ‘Save’.
Click ‘Save’ to save the changes.
To delete an item
Learn how to delete an item in your list in 4 easy steps.
Step 1: Click on ‘Items’.
On the left panel of your screen, select ‘Items’.
Step 2: Click the three dots button.
Click the ellipsis button at the far right of the item you want to delete.
Step 3: Select ‘Delete’.
Select ‘Delete’ to delete the item from your list.
Step 4: Confirm the deletion of the item.
You will be prompted to confirm if you want to delete the item. Click ‘Delete’ to remove it from your list. Once deleted, this action cannot be undone, and the item cannot be restored.
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.
