Discover the Bookipi App for Customer Service that Transforms Document Management

Bookipi app for Customer Service

how to use bookie pie invoice hello and welcome to our channel on this video I'm going to show you how you can use bookie pie invoice so please watch till the end to properly understand the tutorial and to create an account on biey you can also use my affiliate link below the description or small commission at no additional cost to you and by using the link you may also get some discount or Awards upon sign up but before that if you don't know what is boiei it is an all-in-one invoicing and business management platform designed for small businesses and Freelancers in which it offers a suit of features to streamline various aspects of running a small business including invoicing estimates contracts proposals e signatures expense tracking and many more and the key features of bookipi include the ability to create and send professional invoices estimates and proposals as well as securely obtain a signatures on documents it also offers integrated payments to all businesses get paid faster with ability to accept credit card payments directly through the platform and now to start using this platform just click the sign up button or the login button on the top right corner or you can also fill out all the information in here or you could also log in using your Google or Apple ID then you will be directed in here after signing in in which all you need to do is simply enter here or fill out all of the required information starting your company name then click the continue button and after that just choose your business type I'm going to choose art photography and creative services and choose the currency type in here then click the continue and now just proceed by entering here your first name and your last name and after entering here your first name and last name just click the continue button below here to proceed then after that we will not be able to be directed on this dashboard of bookipi in which you'll be able to see on the left side pel some of the option that you can start navigating such as dashboard invoice proposals eign estimate and many more but now to start creating an invoice just proceed by clicking this invoice option right here then we'll be able to be directed on this page in which you should see here the list of your invoice that has been created and to create your first invoice just click this create button right here to proceed and now from here all we need to do is simply fill out all of their qu information is starting to select our customer but as you can see I don't have any customer in here to create one just click this button then on this popup window just enter the name of your customer the business number email address phone number additional information you can also ad here private note and also ad here their addresses then click the save button below here to proceed and after creating a customer below here you can also enter or fill out all their quad information before this one is starting to this item from here we could also adhere the item that we're selling for example shoes which is Air Force One and after that just click create new item to proceed now on this pop-up window we can also adhere a photo of the product that we're selling and here the price product code for instance I'm just going to Ender here $ 6,9 and for the price let's say I'm going to enter here $200 us and unit type I'm going to select none now moving on description you could also adhere the description about the item of the shoes but at this point I'm just go under here limited edition then click the save button to proceed then after that from here you'll be able to see the amount but you can edit the quantity for instance the customer purchase 200 or 20 a month of this shoes and the price of it is $200 and we will be able to see here the total amount which is $4,000 without tax so from here to customize and adding a tax just click this tax right here and in this pop-up window we could also edit this tax type starting to this tax code for example going under here sales tax then below here you could also enter the rate of the stocks for instance 10% and also you could also ADH here the second tax if you want to but at this point I'm not going to add a second tax then click the save button to proceed and as you can see in here the amount VI is now different since you've now added the sales tax amounting to $400 US which is 10% of our subtotal now moving on if you also want to a discount and shipping just click this discount and shipping button right here and on this popup window just enter here we have here fix or percentage so let's say I'm going to choose 2% for Discount well for the shipping cost which is taxable I'm going to enter here the shipping cost amounting to $10 and click done now we will be able to see here as you can see we have now here the discount which is 2% of our subtotal and shipping cost which is also a taxle now moving on below here you could also adhere your note depending on your preferences and you could also use some of these editing tools if you want to and even a photo of the packages or the order of the customer and now after filling out all the required information below here here we can now proceed by moving on to the top panel which is this filling out this invoice number purchase order and any other details for the invoice number I'm going to Ender here the date or the year which is 24 sl41 in which it is important since invoice number provide a unique identifier for each transaction making it easier to locate specific invoices and maintain organized Financial records now moving on under this purchase order we could also enter here but at this point I'm going to enter here J sl30 1 and the letter J in here serve as the name John and your here one represent his first order and it is also important as the invoice number since purchase order create a detailed record of all purchases enabling businesses the track spending manage inventory and forecast future needs now moving on to date and du date this du date is very important since this will show us the date for a customer need to pay us and clear du dates on invoices provide transparency and Clarity to both parties involved in a transaction it ensure that the client knows exactly when the payment is Du and the business knows when to expect the payment in which it is also important to avoid late payments maintaining healthy cash flows and demonstrating rationalism now moving on on the right side panel he could also navigate this over you reminders just to remind on du date after 3 days or after 7 days but at this option I'm going to choose on du date and you could also set these invoices as a recuring if the customer try to purchase this amount or this kind of transaction happens every week every two weeks four weeks every month and many more and aside from that from here you can also add here a signature which it also signifies that the client has reviewed and approved the details of the transaction including the goods Services provided quantities prices and the payment terms and now to proceed just click the good continue button on the top right corner and upon clicking on it we will now be able to see here that the invoices has now been successfully created so this is basically what it looks like we have here the total amount due the item quantity prices amount and many more and as you can see from here you could also request a deposit to your customer which it is an important practice that secures their commitment improves cash flows reduces non-payment risk and establishes trust and professionalism where you could also view the transaction if you want to and even to Mark as speed this kind of invoice and aside from that on the top panel you could also click these three dots in which you'll be able to see here an option to print archive copy and even remove this invoices or you could also edit this one by clicking this edit button right here and we will be able to be directed on this page in which you could also change some of the details if you want to including the discount the tox and if you're now done updating just click this update button to proceed moving on on the left side panel you could also navigate some other details or options including the proposal eign estimate and other tools you can also navigate create website and in here discredit node deliver your note and purchase order but overall that ass just basically how you can use spookify in creating invoice thank you