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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 ...
Creating a Customer
Create a new Customer by clicking Create New +, selecting Customer, filling in the relevant fields, and saving everything by selecting Add Customer. Video Walkthrough There are two ways to begin adding a new Customer: Click on Create New + in the ...
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 ...
A guide to Income
What is Income? The Income section is used to keep records of all the money coming into your business. Each income entry you record can contain details about how much money you received, what type of income it was, and how it was paid to you - either ...