Please bring the simpler version back#4577

I can’t seem to find the option to mark an invoice paid for, it’s really a struggle to find most things in the new update, I miss the simpler version where all the buttons were clearly visible and i didn’t have to go through multiple gates just to do something.

Hi there, thank you for your feedback.

Please follow the steps below to record a payment and send a receipt using the mobile app.

Step 1: Choose the invoice you wish to record a payment for.

Step 2: Tap “Record payment” at the bottom of your screen.

For invoices with a “Saved” status: Tap “Send” first (or “Save” if you made any changes) > Tap “Mark as sent/paid” at the bottom of the screen > Select “Record payment.”

Step 3: Enable the “Fully Paid” option only if the payment has been made in full. If the payment is partial or incomplete, leave this option disabled to ensure the payment status remains accurate.

Step 4: Select the payment method from the list. You may also add notes if needed.

Step 5: Enable “Send a receipt” if you’d like to email a receipt to the customer after marking the invoice as paid.

Step 6: Review the customer’s email address and, once confirmed, tap “Submit.”

Alternative: Mark the invoice as paid without entering payment details

If you prefer not to enter specific payment details such as the payment method, notes, or date, you can use the following steps:

Step 1: Choose the invoice you wish to record a payment for.

Step 2: Swipe left on the invoice and tap “Paid.”

Step 3: A prompt will appear stating that card payments cannot be processed. If the payment was made through another method, such as a direct bank transfer, tap “Yes!” to continue.

Step 4: Review the customer’s email address and, once confirmed, tap “Send.”

For further assistance, please feel free to reach out to support@bookipi.com.

Thank you.