UNPAID INVOICES#4361
How to view the full list of unpaid invoices as a report
Hi there, thank you for your feedback! To generate a full report of unpaid invoices in Bookipi, you can follow these steps using the mobile app.
Step 1: Tap the graph icon in the top right corner.
Step 2: From the Report screen, tap ‘Last 1 year’ to start customizing.
Step 3: Choose ‘Custom’ to adjust the date period.
Step 4: Tap the left arrow (◀) to move to the previous month, then select your preferred start date.
Step 5: Tap the right arrow (▶) to move to the next month, then select your preferred end date for the report.
Step 6: Once done customizing the date period, tap ‘Apply’ to confirm.
Step 7: Ensure ‘Invoice’ category is selected.
Step 8: Lastly, tap the export icon at the upper right to export a report of your invoices.
This exported CSV will include invoice details, which you can filter for unpaid invoices in your spreadsheet software. For further assistance, plese message us at support@bookipi.com.