Bookipi

Open Bookipi, pick a client, and send a branded invoice in under a minute. Add your logo once, save common items or services, and let taxes fill in automatically. Choose the customer’s currency, set due dates, and attach files or notes. Share the invoice by email or link, embed a pay button to accept cards and digital wallets, or record cash and bank transfers when needed. Your customer can view, download, and pay through their portal, while automatic reminders nudge them as deadlines approach. If a card fails, Bookipi alerts the client and schedules retries so you don’t have to chase manually.

Start work with a clear estimate: create a quote, list line items and taxes, and send it for approval. Convert it to an invoice in one tap—no retyping. Collect deposits, split invoices into stages, or issue final bills when a job wraps. For ongoing services, set up recurring schedules (weekly, monthly, or custom), store payment methods securely, and let subscription billing run on autopilot. Use dunning rules and reminders to keep cash coming in and reduce missed payments. Every document stays linked to the client record for fast lookup later.

Handle different billing styles without juggling tools. Track hours and rates for hourly jobs, roll them into invoices by day, week, or project phase, and apply the correct tax for each line. Manage project billing with milestones, retainers, and progress invoices to match how you deliver. Work with international clients using multi-currency invoicing while keeping your reporting clean. On-site? Accept payment on your phone. In-store? Record offline transactions and mark invoices as paid immediately. Bookipi ties payment activity to each invoice, keeping your status and history accurate.

Make it a habit: each morning, check outstanding balances, let reminders run, and focus on the few accounts that need attention. During the day, send quotes from your van, capture signatures, and collect deposits before leaving the job. In the evening, review the invoice history to confirm what’s paid, what’s overdue, and what’s queued for retry. Maintain your contact database with tags for VIPs, late payers, or project types, and give clients self-serve access through the portal to cut back-and-forth. Whether you’re a contractor, freelancer, agency, or shop owner, Bookipi turns billing from a chore into a fast, repeatable workflow.