How to generate an invoice
Try our online invoice generator for free to generate invoices from anywhere. You’ll be prompted to add all necessary invoice items to ensure you get paid by customers.
Step 1: Sign up to generate, send and save all your invoices in one place.
Step 2: Add your company logo.
Step 3: Name your document type such as Invoice. You can also add & rename document types including Quotes, Estimates, Credit Notes & more.
Step 4: Set up your company details including business number and address.
Step 5: Add your customer details.
Step 6: Our invoicing solution also includes an invoice number generator to help you search and organize your invoices. Customize important details to help invoice organization. This includes invoice due date, payment date and more.
Step 7: Add invoice items and customize taxes, discounts and more.
Step 8: Add payment instructions. You can also enable secure online card payments powered by our Stripe integration.
Step 9: Press ‘Preview’ to review what your final PDF invoice looks like.
Step 10: Press Send!
All of your invoices and changes are saved with Bookipi Invoice.
How to send an invoice using Bookipi invoice generator software
Preview your invoice to check your invoice details including costs, pricing and payment instructions for customers.
If you aren’t ready to send your invoice, your invoice is automatically saved in your account. You can also download your invoices as a PDF to review at any time.
When you’re ready to send an invoice, simply press ‘Send’.
Your customer receives an email and can view your invoice as a PDF attachment like the one below.
Why should you use Bookipi's online invoice generator
As a new business, you may start making invoices manually by using free invoice templates to customize for your small business needs.
If you’re short on time and your business grows, your invoicing processes need to evolve. Save time and reduce errors when making invoices using Bookipi Invoice generator.
The benefits of using Bookipi Invoice to generate invoices include:
1. Make & send quick invoices
2. Mobile invoicing from anywhere
3. Saved invoice items & customer details in one spot
Customer management is simple as you can add, edit and save customer details in one place. Keep your history of invoice item details including cost and description. This speeds up making future invoices.
4. Add signatures to invoices
Add your business signature to invoices and request signatures from your customers. This helps you get agreement on any terms and conditions for your small business.
5. Print PDF invoices
Download PDF invoices for printing and record-keeping.
6. Easiest invoice tracking
Know when your customer opens your invoice through read notifications.
7. Get paid by customers & send instant receipts
With online card payments, customers can pay you directly from any invoices that you sent in Bookipi Invoice. You have the option to pass on credit surcharges. You can also request deposits and send receipts after you get paid.
8. See all invoices in one place
All invoices are saved and categorized by invoice issue date, invoice payment date and client. This helps you search for specific invoices easily.
9. Generate invoice reporting for easy accounting & reconciliation
Generate overview reports for any invoices that you make and send. Make simple reports for income reconciliation and tax preparation.
Send & track invoices faster with an invoice generator mobile app
What does an invoice need to have?
If you need to make an invoice on your own, you can use our free invoice templates. To save time and professionalize your client billing, use Bookipi’s automatic invoice generator to add all of these elements.
1. Invoice Logo
Include your logo for branding and professionalism, at the top of your invoice.
2. Your business details in the invoice header
Make sure that you have your legal business name, business number and contact details including email address, phone number and business address.
3. Customer information and invoice number
Add your customers’ name, and contact details under the invoice header and your business logo.
You’ll need to specify invoice issue date and invoice payment due date. This helps invoice organization, reporting with Bookipi Invoice summaries and searching for specific invoices. The invoice payment due date is also important so that customers know when to pay you and you’re paid accurately and on time.
Automatically generate invoice numbers using Bookipi to help organize your invoices. Invoice numbers serve as reference points when speaking to customers.
4. Item names, description and cost
Add your invoice line items with a clear invoice item description. In this section, add the quantity and/or hours, cost per unit and the total cost for particular goods or services. Save and add invoice items with a few clicks in Bookipi’s online invoice generator.
6. Total invoice amount owing and extra details
Avoid any confusion and disagreement over pricing with customers. Set out amounts and any extra details clearly. It’s helpful to include the total amount, any taxes (you can mark whether pricing is tax-inclusive or not), any partial payments made including deposits, and a clear ‘Amount Due’ on the invoice.
7. Signature, notes and terms
Add and request your customers’ signatures to invoices and sales documents for formal acknowledgement of your billing. You can also include contracts or terms and conditions with an invoice. It’s best to include information about penalties or late payment fees, additional charges and your preferred payment method including online card payments.