Taking payments via Okappy2019-04-26T11:37:03+01:00

Taking payments via Okappy

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.

Showing or hiding the payment button on your invoices

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 Payment settings
  • Click the checkbox to show or hide the button.
  • If the checkbox is ticked, the Pay now button will show on all invoices raised for that customer

ConnectionPaymentSettings

Invoice payment settings

Pay invoice button

Charges

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

Viewing paid invoices

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.

Invoice paid screenshot

The transfer will be processed by email and you will be notified when your payment can be expected to hit your account.

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 Carillion and others.

Outstanding balances