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.

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