Taking payments via Okappy

With Okappy, you can send invoices to your customers and receive them from your subcontractors.

Furthermore, you can also take payment via Okappy using the Pay now button which can be added to your invoices.  Taking electronic payments saves time and ensures you get paid quickly and effortlessly.

You can set which customers see the button.  When your customer clicks the Pay now button they will be taken to our payment gateway. Once paid, your invoice will be automatically updated as paid within your Okappy invoices screen and the funds will be transferred to your nominated account.

To add the payment button to your invoices,

• Go the Connections screen and select Customers.
• Select the particular customer to whom you want to show (or hide) the button.
• Click the three dots icon and then select Payment settings

• Click the checkbox to show or hide the button.
• Select whether the transaction charge is taken from the proceeds of the invoice or added to the invoice for your customer to pay.

If the checkbox is ticked, the Pay invoice button will show on invoices raised to that customer.

We charge 5% of the invoice value to cover payment processing fees and administration. This can be split between you and your customer.

To determine the split, enter an amount in the second box of the Payment settings window.

• 5% – the full charge will be added to the invoice and paid by your customer
• 0% – no charge will be added to the invoice, the 5% will be deducted from the proceeds of the invoice
• 0-5% – the charge will be split between you and your customer

You can enable or disable the payment button for all your customers from the invoices screen. Click More and then Payment button

Note: The payment button is on by default. If you have disabled the payment button for all customers and then add a new customer, don’t forget to turn it off for that new customer as well.

As soon as your invoice has been paid, you will be able to see a green tick in the paid column.  If you click into the invoice, you will also see it marked as paid.

The transfer will be processed and you will be notified by email.

The customers outstanding invoice balance will also be reduced. If there are invoices outstanding, then this is shown when you create a new job.  A handy tip especially in the light of the failure of Carillion and others.

For further information on viewing outstanding invoices, see

• Taking payment on your mobile
• Manually marking an invoice as paid
• Viewing a customers outstanding balance
• Outstanding invoices report
• Paid invoices report