Bookmaker documentation
How to create, issue and track invoices, quotations, delivery notes and every other document your business sends.
Getting started
Concepts
The document editorThe sheet, the panel and its blocks, how autosave works, and what each save indicator means.Document lifecycle and statusesHow a document moves from draft to issued, sent, paid or delivered, and why some moves are never offered.Document numberingWhen a number is assigned, why two people can never get the same one, and how the format is built.Taxes, currencies and roundingInclusive and exclusive taxes, compound taxes, and how each currency's minor unit decides the rounding.Formulas in the items tableCustom columns that calculate from other columns, the functions available, and the errors the engine refuses.Templates and brandThe built-in templates, what a template controls, and how your brand settings reach every document.Roles and permissionsThe six roles, what each one can change, and the rules that keep every organization with an owner.Electronic signatures and evidenceWhat a signature made in Bookmaker is, the evidence kept for it, the certificate of completion, and verifying a signed PDF.What your customer seesThe page behind a document link: downloading, printing, accepting a quotation and signing, without an account.
Documents
Use the assistantAsk conversational questions, troubleshoot workflows, send or change payment reminders with a confirmation, manage saved chats and review document drafts.Connect AI assistantsUse Claude, ChatGPT, Cursor or any MCP app with Bookmaker: connect it, choose what it may do, and disconnect it.Create an invoiceStart an invoice, name the customer, add lines, then save it as a draft or issue it with its number.Create a quotationStart a quotation in the same editor as an invoice, and see how its numbering, due date and subject differ.Record a response and convert a quotationRecord what a customer accepted, rejected or took in part, and convert the accepted lines into an invoice.Send a documentEmail a document with its link and PDF, send reminders, and see which documents cannot be sent and why.Schedule a sendEmail an invoice or quotation at a time you choose, in a time zone you choose, and change or cancel it before it goes.Recurring invoicesHave an invoice created again every week, month or year, as a draft to review or issued and emailed for you.Record paymentsRecord full and partial payments, correct or remove them, and see how the status follows the balance.Apply or refund a credit noteCreate a credit note from an invoice, use its credit against the customer's invoices or refund it, and see what it changes for balances, statuses and reports.Write off a balanceWrite off what an invoice will not collect, in full or in part, reverse it, and see what it changes for the invoice, the customer and reminders.Run and export reportsChoose a period, compare it with another, arrange the columns, save the view, and export exactly what is on screen to Excel, CSV or PDF.Payment remindersRemind customers about unpaid invoices before and after the due date, and control it per customer and per invoice.Deliver goodsDelivery notes, waybills and packing lists: create one from an invoice, track it and capture proof of delivery.Sign documentsCreate a signature library, sign documents, and let customers sign from their link.Get any document signedUpload, write or draft a document with AI, send it to one person or many in any order, and get a signed PDF with a certificate.Work with many documentsFilter and search the Documents list, act on up to 50 documents at once, and discard documents safely.Download, print and exportDownload a document as a PDF, print it, or download many at once as a ZIP.
Customers and products
Manage customersAdd customers with their currency and payment terms, keep contacts and addresses, and archive old records.Manage productsBuild a catalogue of goods and services so lines are picked with their unit and price already filled in.Import and export with CSVBring customers, addresses and products in from a spreadsheet, and export them again.
Your team and account
Invite your teamInvite colleagues with a role, manage pending invitations and change what each member can do.Secure your accountSign-in, password resets, two-factor authentication and recovery codes, and what support access means.Billing and plansFree, Pro and Business, usage limits, changing or cancelling a plan, AI Calling plans, and Nigeria status.Work with several organizationsCreate more organizations, join someone else's, and switch between them from one account.
Reference
Document typesEvery document type Bookmaker can create, with its code, default number prefix and whether it carries amounts.Keyboard shortcutsEvery keyboard shortcut Bookmaker responds to, in the app and in the document editor.SettingsEvery settings page, what it controls, who can change it, and tax number names for each country.Dashboard, reports and activityWhat each dashboard card counts, where the reports are, and what the activity feed records.Report definitionsWhat every report and column counts, on which date, how item sales are worked out, and what the reports do not do.TroubleshootingThe messages Bookmaker shows when something cannot be done, what they mean and what to do.