How do I create an invoice on Bookipi?
To create an invoice on Bookipi, click on the "Create New" button on the dashboard and select "Invoice" from the drop-down menu. You can then fill in the necessary details and customize the invoice before sending it to your client.
I accidentally deleted an invoice, can I recover it?
Yes, you can recover a deleted invoice by going to the "Trash" tab on the dashboard and selecting the invoice you want to restore. Click on the "Restore" button and the invoice will be moved back to the invoices tab.
My client is not receiving the email with the invoice, what should I do?
First, check your spam folder to see if the email was mistakenly marked as spam. If not, double-check that you entered the correct email address for your client. You can also try resending the invoice by clicking on the "Resend" button on the invoice details page.
How can I add my logo to my invoices?
You can add your logo to your invoices by going to the "Settings" tab on the dashboard and clicking on "Business Logo". Upload your logo and it will be automatically added to your invoices.
Can I customize the invoice template on Bookipi?
Yes, you can customize the invoice template by going to the "Settings" tab and clicking on "Invoice Template". Here, you can change the font, color, and layout of your invoice.
How do I keep track of my expenses on Bookipi?
You can track your expenses on Bookipi by going to the "Expenses" tab on the dashboard. Click on the "Create New" button and enter the details of your expense. You can also upload a photo of the receipt for reference.
Can I add multiple taxes on an invoice?
Yes, you can add multiple taxes on an invoice by going to the "Tax" tab on the invoice details page. Click on the "Add Tax" button and enter the necessary details.
I made a mistake on an invoice, can I edit it?
Yes, you can edit an invoice by going to the "Invoices" tab on the dashboard and selecting the invoice you want to edit. Click on the "Edit" button and make the necessary changes.
How do I download an invoice as a PDF?
To download an invoice as a PDF, go to the "Invoices" tab and select the invoice you want to download. Click on the "Download" button and choose the PDF option.
I am having trouble with the calculation on an invoice, what should I do?
If you are having issues with the calculation on an invoice, make sure you have entered all the necessary data correctly and that tax and discount amounts are entered in the correct format. If the issue persists, contact Bookipi support for assistance.
How can I set up recurring invoices on Bookipi?
You can set up recurring invoices by going to the "Invoices" tab and selecting "Recurring Invoices". Click on the "Create New" button and enter the details of the invoice and the frequency of the recurrence.
Can I track my time and billable hours on Bookipi?
Yes, you can track your time and billable hours by going to the "Time Tracking" tab on the dashboard. Click on the "New Timer" button and enter the project details and start the timer.
How do I change the currency on my invoices?
You can change the currency on your invoices by going to the "Invoices" tab and clicking on "Currency". Choose your desired currency from the drop-down menu and it will be applied to all your invoices.
I am receiving an error message when I try to save an invoice, what should I do?
If you encounter an error message when trying to save an invoice, try refreshing the page and trying again. If the issue persists, contact Bookipi support for assistance.
Can I add multiple businesses on one Bookipi account?
No, you can only manage one business per Bookipi account. If you have multiple businesses, you will need to create a separate Bookipi account for each one.
How do I set up auto-reminders for my clients to pay their invoices?
You can set up auto-reminders by going to the "Invoices" tab and selecting the invoice you want to set a reminder for. Click on the "Add Reminder" button and set the frequency and schedule of the reminder.
My app is not synching with the web version, how do I fix this?
If your Bookipi app is not syncing with the web version, try logging out of the app and logging back in. If the issue persists, contact Bookipi support for assistance.
How do I add a discount on an invoice?
To add a discount to an invoice, go to the "Discount" tab on the invoice details page. Click on the "Add Discount" button and enter the discount amount and reason.
Can I add a personalized message on my invoices?
Yes, you can add a personalized message on your invoices by going to the "Invoices" tab and clicking on "Invoice Message". You can then enter your desired message and it will be applied to all your invoices.
How do I delete an invoice?
To delete an invoice, go to the "Invoices" tab and select the invoice you want to delete. Click on the "Delete" button and confirm the action.
I am having trouble with the app, how can I get support?
If you are having trouble with the Bookipi app, you can contact support through the app by going to the "Support" tab and clicking on the "Contact Us" button. You can also email [email protected] for assistance.
Can I accept payments through Bookipi?
Yes, you can accept payments through Bookipi by connecting your Stripe or PayPal account. Your clients can then make payments directly through the invoice.
How do I change my account password?
To change your account password, go to the "Settings" tab on the dashboard and click on "Account Password". Enter your current password and then your new password. Save the changes and your password will be updated.
I am having trouble with the bookkeeping features on Bookipi, what should I do?
If you are experiencing issues with the bookkeeping features on Bookipi, make sure you have entered all the necessary data correctly and that all the necessary fields are filled out. If the issue persists, contact Bookipi support for assistance.
Can I access Bookipi on my mobile device?
Yes, Bookipi has a mobile app available for both iOS and Android devices. You can download the app from the App Store or Google Play Store.
How do I add my bank details to my invoices?
To add your bank details to your invoices, go to the "Settings" tab and click on "Bank Details". Enter your account information and it will be automatically added to your invoices.
Can I export my data from Bookipi?
Yes, you
