Project Description

Raise ad hoc / miscellaneous invoices

With Okappy Workforce Management, you can raise an invoice for your customer once you have completed one of their jobs. You can also raise ad hoc invoices for a customer at any time. Read on to find out how.

Raising your invoice

From the Invoices screen,

  • click the New Invoice button at the top of the screen,
  • choose Invoice in the invoice type window, and
  • click the Select customer button.

web invoices raise invoice

  • Select your customer, then
  • click Next

web invoices customer

  • Enter your invoice details.

web invoices details

  • Select whether you want the invoice to be draft (not visible to your connection) or not.
  • Click Raise sales invoice.

Your invoice will be raised and can be viewed and edited by clicking on the three dots menu next to the invoice number.

web invoices quote raised

Click Preview invoice to view the invoice as your connection will see it.

web invoices

Note: When exporting invoices, draft invoices are not included in the invoice export.

For further information

For further information search in our support pages or forum