How to create, send, edit and filter invoices

Learn how to create, send, edit and filter invoices on Bookipi Invoice Web v2

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


How to create and send an invoice

Step 1: Sign in to Bookipi Web v2

Step 2: Select ‘+Create’ and select ‘+Invoice

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Step 3: Add a Customer

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Step 4: Add an Item.

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Step 5: You can edit the quantity, price and add a note to your invoice.

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Step 6 (Optional): You can customise other options 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

Bookipi Invoice users with activated card payments:

Your customers can pay 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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Steps to activate card payments:

Select ‘Turn on BookiPay‘ in your dashboard.

BookiPay is available in Australia and in the US.

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How to edit an invoice

Step 1: Select ‘Invoice‘. Click on the invoice you would like to edit OR select the invoice directly from the dashboard.

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Step 2: Select the three dots which will open up an option for you 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 invoices

You can filter invoices by customer or by status.

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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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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.