How to set up your business on web

Learn how to set up your business on Bookipi invoice Web v2

Learn how to set up your business on Bookipi invoice Web v2 with our simple steps.

Step 1: Log in to www.bookipi.com

Step 2: Click on your Business icon in the top right. Select ‘Settings‘.

Invoice Web V2 - How to set up your business on web - 1

Step 3: In the ‘Users‘ settings, you can edit your name, update a profile picture or reset your password.

Invoice Web V2 - How to set up your business on web - 2

Step 4: Add in your business information in ‘Business’ settings.

Edit your business name, email address that appears on invoices, phone number, additional information, and country.

You can also add a business logo, a business number, and a business address.

Invoice Web V2 - How to set up your business on web - 3

Step 5: Set up your General settings.

You can enable card payments on invoices with Bookipay. You can also edit your date format, language, currency and how your currency will be displayed.

Invoice Web V2 - How to set up your business on web - 4

Step 5: Set up your Document settings.

Customize which documents will be visible, the default due date, default tax, and whether to send yourself a copy of the document when you send it to your customers.

Invoice Web V2 - How to set up your business on web - 5

Step 6 (Optional): You can also edit the document numbers, add in default notes and default messages for certain document types.

Invoice Web V2 - How to set up your business on web - 6

Discover more tutorials for Bookipi Invoice

Table of Contents

Explore related articles: