Converting a Quote to an Invoice
Once a quote has been accepted, you can simply change the quote to an Invoice within okke as well as make any adjustments as needed. If required, you can also convert a draft Invoice back into a Quote.
Convert a Quote to an Invoice
- Navigate to Invoices from the Sidebar
- Find and open the Quote you wish to convert
- Click on the
button in the Top-Right
- Select Convert to Quote from the dropdown menu
- You're done!
Related Articles
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 ...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 ...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 ...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 ...