Setting up your business in okke

Setting up your business in okke


We recommend setting your business up for success by adding your key details to okke. There's a few settings worth checking before you get started as well! You can always follow our Quick Guide if you're not sure what to do next.

Adding and Editing your Business Details

Your business details will show up on anything you send to your customers, including Invoices! Making sure your details are up-to-date will reduce friction in your customers paying. Here you'll be able to change 
  1. Click on Settings in the sidebar
  2. Click on  underneath Business Details, in the Business Settings
  3. Upload your logo if you have one
  4. Provide you ABN if you have one
  5. Fill out the rest of the details, such as your address and contact number
  6. Make any other changes
  7. Click Save Changes
While you're in the business settings, it's worth taking a look at some of the other areas to configure okke to how you run your business. You can change these settings at any time.

Configuring your Invoices

Your invoice represents your business, and every business is different. Set your Invoice up to look and feel the way you run your business. 
  1. Click on Settings in the sidebar
  2. Click on  underneath Customise Your Invoice, in the Invoice & Sales section
  3. If required, you can change the default Invoice Template. There are 3 options
    1. General Sales (Shows all columns in a generic fashion, suitable for most businesses)
    2. General Sales  - No Item Code (Sames as above, but doesn't display your Item Codes)
    3. Services & Hours (Instead of a generic unit type, it will display items as charged by the hour)
  4. Choose whether to show your payment details on the Invoice or not. You can enable this and provide information to your customers on the best way to pay, e.g. your bank account details.
  5. Add a paypal.me link if you have one
While here, you can also change other settings such as enabling/disabling reminders, changing the reminder grace period, enabling digital online payments or creating customer groups.





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