How to make, send, edit and sort invoices

How to create invoices

Learn how to create, send, edit and filter invoices on Bookipi Invoice Web v2. In this guide you can learn:

Steps to make invoices in Bookipi web app

Step 1: Sign in to Bookipi Web v2

Sign up or log in to Bookipi web app

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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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.

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Learn how to use Bookipi Invoice with our user guides

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