Changing the customer on a draft invoice

With Okappy, you can easily raise invoices from your jobs or create a miscellaneous invoice. But what if you need to change the customer on an invoice.  If the invoice is draft, then you can change the customer easily, read on to find out more.

If the invoice has been raised, or if you still running the legacy version of Okappy invoicing, then check this article for more information on how to change the customer on an invoice.

Changing the customer

To change the customer on a draft invoice

  • Click the three dots next to the relevant invoice
  • Click Change customer

draft invoice three dots menu

  • Select the new customer

draft invoice change customer

  • Click Change customer

The customer will be changed on your invoice.

For further information

For further information search in our support pages or forum