Sending an Invoice

Sending an Invoice

Overview

okke allows to you email out invoices straight to your customers and clients in two easy steps. 
  1. Create and finalise the invoice
  2. Hit send - and away it goes!

Video Walkthrough

 

Sending an Invoice in okke

  1. Create a new Invoice or open an existing one.
  2. Check that the invoice has been finalised. If not, hit the Finalise Invoice button when you are ready. 




 
  1. Select the Send Invoice button.
    • You will need to have an email address added to your Customer for it to automatically add this field. 
    • You can send a copy of the invoice to your own email address by ticking the box


 
  1. Add any extra information in the Message section. 
  2. Click the Send Invoice button.


 
  1. Your client will receive an email containing your invoice.


 

See also: Adding Payment Details to your Invoices.

    • 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 ...

    • Adding an Inventory Item

      What is your Inventory? Add your products, services or things you charge your customers for to your Inventory. Any items you add into your inventory can be quickly added to an invoice - saving you time and hassle. Video Walkthrough How to add an item ...

    • Due Dates in Invoices

      What are Due Dates used for? Due dates allow you to set a specified date for payment, right on your invoice. This makes it easy for a client or customer of yours to know by what date they need to send you payments. You may have some terms that add a ...

    • Using Adjustment Notes

      What are Adjustment Notes? If you have used the software for a while, you might have noticed a section called Adjustment Notes and wondered, “What are Adjustment Notes?”, “Is this useful for my business?” Adjustment Notes, also known as Credit Notes ...