User guide to make, send, edit and sort invoices

Learn how to create, send, edit and filter invoices on Bookipi Invoice Web v2. The kind of information you need on an invoice may differ, check out our guides on what is an invoice or how to make an invoice of your own. In this guide you will learn:

Steps to make invoices in Bookipi web app

Step 1: Sign in to Bookipi Web v2

Step 2: Select '+Create'

Then, select ‘+Invoice‘

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Step 3: Add a Customer

Add your customer details

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Step 4: Add an invoice Item.

Add the details of invoice Item/s.

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Step 5: Edit the quantity and price of invoice items

You can also add notes to your invoice.

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Step 6 (Optional): Customize other option

You can also edit other details including Discount & Shipping, Tax, Invoice number, Dates and Notes.

Click ‘Save‘ to save your changes.

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Step 7: Check that all invoice information is correct.

Select ‘Send‘ OR you can manually mark the invoice as ‘Sent’.

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Step 8: Check your customer's email address.

You can copy yourself into the email and write a personalized note to your customers.

Press ‘Send’ to send the invoice via email.

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Your customer will receive an email similar to the one below:

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We’ve also created free invoice templates designed for various businesses and job types that you can download and edit. However, we recommend using our invoice software or invoice generator if you require an easy way to send and manage multiple invoices on-the-go.

Getting paid with Bookipi card payments

Your customers can also pay you directly from their invoice with the ‘pay now’ button.

Your customers can also export the invoice as a PDF document or print out a hard copy.

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How to edit an invoice

Step 1: Select ‘Invoice‘.

Click on the invoice you would like to edit. Alternatively, select the invoice directly from the dashboard.

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Step 2: Select the three dots

You will be able to select whether to edit, print, archive, copy or remove the invoice.

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Step 3: Select ‘Edit‘ to make your changes.

Click ‘Save‘ to save your changes.

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How to sort and filter invoices

You can filter invoices by customer or by status in Bookipi web app.

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When filtering by status, you can filter your invoices by inbox, sent, read, partial paid, paid, archived, and all.