Raising jobs for customers with outstanding invoices

In the current economic climate with large tier contractors struggling, it’s important to keep on top of your invoices and avoid doing work for customers who have a lot of invoices outstanding.

With Okappy, you can see if a customer has an outstanding balance when you’re adding a job.

Read on for more information.

When you add a job for a customer with outstanding invoices, you’ll see an outstanding balance alert. This shows the total amount of invoices outstanding. You can then decide whether to add another job or get your invoices paid first.

For further information see

• Manually marking an invoice as paid
• Automatically marking invoices as paid
• Outstanding invoices report
• Paid invoices report