Bookipi Invoice Questions & Answers

To create a new category in Bookipi, follow the steps given below:

• Open your Bookipi account
• Click on the drop-down menu in the upper left corner
• Add a new category
• Select a category from the list or create your own
• Hit Create

To record a partial payment in Bookipi, follow the steps given below:

• Open your Bookipi account
• Go to the invoice you wish to update
• Hit ‘Payment’
• Choose ‘Record Payment’
• Input the amount that the customer has paid

To connect your bank to a wallet in Bookipi, follow the steps given below:

• Open your Bookipi account
• go to the ‘Cash Flow’ section
• Click on ‘Link a bank account’
• Select your bank from the list provided
• Enter your banking credentials
• Accept the terms to establish the connection

To record a payment and send a receipt Bookipi, follow the steps given below:

• Open your Bookipi account
• Click on the invoice you wish to mark as paid
• Hit 'Record as fully paid'
• Verify the client's email address
• Send the receipt directly through the platform

To convert an estimate to an invoice on Bookipi, follow the steps given below:

• Open your Bookipi account
• Go to the ‘Estimate’
• Choose the estimate you wish to convert
• Swipe left on it
• Press on the ‘Copy’ icon
• Select ‘Invoice’

To setup your company in Bookipi, follow the steps given below:

• Open your bookipi account
• Go to settings
• Navigate to ‘Company Setup’
• Enter your company details.

To delete an invoice on Bookipi, follow the steps given below:

• Open your Bookipi account
• Go to the Invoices tab
• Open the invoice you wish to delete
• In the ‘invoice detail’ page, Click on the ‘three dots’ in the top right corner of the screen
• Click on ‘Delete’

To send a statement on Bookipi, follow the steps given below:

• Open your Bookipi account
• Navigate to the Invoices tab
• Choose the invoice you wish to send a statement for
• Press on the ‘Actions’ button
• Click on ‘Send Statement’ from the dropdown menu.

To mark a Bookipi invoice as paid, follow the steps given below:

• Open your Bookipi account
• go to the ‘Invoices’ tab
• Choose the invoice you wish to mark as paid
• Click on the ‘Record as fully paid’ button.