Converting a Quote to an Invoice

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• Creating and sending an Invoice

  Note: Before sending an invoice, we recommend you add a business logo. An invoice is a standard tax document or agreement for provision of goods & services. There are three stages of an invoice to choose from (top right menu of a new invoice): Send ...

• Creating a NDIS Compliant Invoice

  Note: Before sending an NDIS compliant invoice, we recommend you add a business logo. An invoice is a standard tax document or agreement for provision of goods & services. There are three stages of an invoice to choose from (top right menu of a new ...

• Sending an Invoice

  Overview okke allows to you email out invoices straight to your customers and clients in two easy steps. Create and finalise the invoice Hit send - and away it goes! Video Walkthrough Sending an Invoice in okke Create a new Invoice or open an ...

• Creating and sending a Quote

  Quotes can be sent to your customers before agreeing on the price or job. Once a quote has been accepted, you can convert it straight into an Invoice within okke. Creating a Quote Navigate to Invoices from the sidebar Click on in the Top-Right Select ...

• Removing a payment from an invoice

  How to remove a payment from an invoice: Click the Sales menu in the left-hand sidebar Select Invoices and the relevant invoice Click the Less Payment option below the total amount of the invoice Select the Remove Payment button from the payment ...