Project Description

Email an invoice

With Okappy, once your invoice is raised, it will be available to your customer immediately. If you’re customer is connected to your account, then they can also log in and view their invoices from you. You can see when they’ve printed the invoice and can send them a chaser easily through the system.

No more invoices lost in the post, no more delayed payments and no more unhappy Finance Directors!

However, sometimes you may also need to send the invoice by email. This can also be done easily from your desktop.

Following is our quick guide of how to email an invoice to your customer or another person.

Email an Invoice

To email an invoice, simply go to your invoices page by clicking on Invoices in the tab bar (if you have the option enabled) or click Jobs to go to your jobs page. Then click the Invoices button.

Select the invoice that you want to email and click the more icon ( 3 orange dots ).

Email invoice from Okappy

A pop up box will be displayed with the To field automatically pre-populated. You can send to multiple recipients by using a semi-colon (;) to separate out each email address.

  • to send the invoice to a different email address, you can simply over-ride it.
  • add their name and any message, and
  • click Email invoice.

You can also preview the invoice by clicking the Eye icon at the bottom left of the window or open the email in your own email client if you don’t want to send it from Okappy. To open the email in your own email client, click the message icon.

Once you send your email, your customer will receive it with a link to the invoice. From there they can view the invoice, pay the invoice (depending on your settings).

If your customer is logged into Okappy they can view all their invoices, saving you having to send each email manually. No more invoices lost in the post!