{"id":26263,"date":"2019-04-26T11:37:03","date_gmt":"2019-04-26T10:37:03","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=26263"},"modified":"2020-06-12T20:51:51","modified_gmt":"2020-06-12T19:51:51","slug":"taking-payments-via-okappy","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/taking-payments-via-okappy\/","title":{"rendered":"Taking payments via Okappy"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Taking payments via Okappy<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>With Okappy, you can send invoices to your customers and receive them from your subcontractors.<\/p>\n<p>Furthermore, you can also take payment via Okappy using the <strong>Pay now<\/strong> button which can be added to your invoices. \u00a0Taking electronic payments saves time and ensures you get paid quickly and effortlessly.<\/p>\n<p>You can set which customers see the button. \u00a0When 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.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Showing or hiding the payment button on your invoices<\/h1><\/div><div class=\"fusion-text fusion-text-2\"><p>To add the payment button to your invoices,<\/p>\n<ul>\n<li>Go the <strong>Connections<\/strong> screen and select <strong>Customers<\/strong>.<\/li>\n<li>Select the particular customer to whom you want to show (or hide) the button.<\/li>\n<li>Click <strong>Payment settings<\/strong><\/li>\n<li>Click the checkbox to show or hide the button.<\/li>\n<li>If the checkbox is ticked, the <strong>Pay now<\/strong> button will show on all invoices raised for that customer<\/li>\n<\/ul>\n<p><img class=\"lazyload size-full wp-image-26262\" title=\"ConnectionPaymentSettings\" src=\"https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings.png\" alt=\"ConnectionPaymentSettings\" width=\"900\" height=\"599\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27599%27%20viewBox%3D%270%200%20900%20599%27%3E%3Crect%20width%3D%27900%27%20height%3D%27599%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings-200x133.png 200w, https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings-300x200.png 300w, https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings-400x266.png 400w, https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings-600x399.png 600w, https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings-768x511.png 768w, https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings-800x532.png 800w, https:\/\/okappyimages.okappy.com\/ConnectionPaymentSettings.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p><img class=\"lazyload size-full wp-image-26260\" title=\"Invoice payment settings\" src=\"https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions.png\" alt=\"Invoice payment settings\" width=\"900\" height=\"599\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27599%27%20viewBox%3D%270%200%20900%20599%27%3E%3Crect%20width%3D%27900%27%20height%3D%27599%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions-200x133.png 200w, https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions-300x200.png 300w, https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions-400x266.png 400w, https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions-600x399.png 600w, https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions-768x511.png 768w, https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions-800x532.png 800w, https:\/\/okappyimages.okappy.com\/PaymentSettingsOptions.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p><img class=\"lazyload size-full wp-image-26265\" title=\"Pay invoice button\" src=\"https:\/\/okappyimages.okappy.com\/PayInvoiceButton.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/PayInvoiceButton.png\" alt=\"Pay invoice button\" width=\"900\" height=\"631\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27631%27%20viewBox%3D%270%200%20900%20631%27%3E%3Crect%20width%3D%27900%27%20height%3D%27631%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/PayInvoiceButton-200x140.png 200w, https:\/\/okappyimages.okappy.com\/PayInvoiceButton-300x210.png 300w, https:\/\/okappyimages.okappy.com\/PayInvoiceButton-400x280.png 400w, https:\/\/okappyimages.okappy.com\/PayInvoiceButton-600x421.png 600w, https:\/\/okappyimages.okappy.com\/PayInvoiceButton-768x538.png 768w, https:\/\/okappyimages.okappy.com\/PayInvoiceButton-800x561.png 800w, https:\/\/okappyimages.okappy.com\/PayInvoiceButton.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Charges<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>We charge 5% of the invoice value to cover payment processing fees and administration. This can be split between you and your customer.<\/p>\n<p>To determine the split, enter an amount in the second box of the <strong>Payment settings<\/strong> window.<\/p>\n<ul>\n<li>5% &#8211; the full charge will be added to the invoice and paid by your customer<\/li>\n<li>0% &#8211; no charge will be added to the invoice, the 5% will be deducted from the proceeds of the invoice<\/li>\n<li>0-5% &#8211; the charge will be split between you and your customer<\/li>\n<\/ul>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Turning the payment button on or off for all customers<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>You can enable or disable the payment button for all your customers from the invoices screen. Click <strong>More<\/strong> and then <strong>Payment button<\/strong><\/p>\n<p><img class=\"lazyload size-large wp-image-27987\" title=\"turn off payment button for all customers\" src=\"https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-1024x729.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-1024x729.png\" alt=\"turn off payment button for all customers\" width=\"1024\" height=\"729\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27729%27%20viewBox%3D%270%200%201024%20729%27%3E%3Crect%20width%3D%271024%27%20height%3D%27729%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-200x142.png 200w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-300x214.png 300w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-400x285.png 400w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-600x427.png 600w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-768x547.png 768w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-800x570.png 800w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-1024x729.png 1024w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers-1200x855.png 1200w, https:\/\/okappyimages.okappy.com\/turn-off-payment-button-for-all-customers.png 1355w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>Note<\/strong>: The payment button is on by default. If you have disabled the payment button for all customers and then add a new customer, don&#8217;t forget to turn it off for that new customer as well.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing paid invoices<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>As soon as your invoice has been paid, you will be able to see a green tick in the paid column. \u00a0If you click into the invoice, you will also see it marked as paid.<\/p>\n<p><img class=\"lazyload size-full wp-image-26259\" title=\"Invoice paid screenshot\" src=\"https:\/\/okappyimages.okappy.com\/InvoicePaid.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/InvoicePaid.png\" alt=\"Invoice paid screenshot\" width=\"900\" height=\"599\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27599%27%20viewBox%3D%270%200%20900%20599%27%3E%3Crect%20width%3D%27900%27%20height%3D%27599%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/InvoicePaid-200x133.png 200w, https:\/\/okappyimages.okappy.com\/InvoicePaid-300x200.png 300w, https:\/\/okappyimages.okappy.com\/InvoicePaid-400x266.png 400w, https:\/\/okappyimages.okappy.com\/InvoicePaid-600x399.png 600w, https:\/\/okappyimages.okappy.com\/InvoicePaid-768x511.png 768w, https:\/\/okappyimages.okappy.com\/InvoicePaid-800x532.png 800w, https:\/\/okappyimages.okappy.com\/InvoicePaid.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p>The transfer will be processed by email and you will be notified when your payment can be expected to hit your account.<\/p>\n<p>The customers outstanding invoice balance will also be reduced. If there are invoices outstanding, then this is shown when you create a new job. \u00a0A handy tip especially in the light of Carillion and others.<\/p>\n<p><img class=\"lazyload size-full wp-image-26271\" title=\"Outstanding balances\" src=\"https:\/\/okappyimages.okappy.com\/OutstandingBalances.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/OutstandingBalances.png\" alt=\"Outstanding balances\" width=\"900\" height=\"584\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27900%27%20height%3D%27584%27%20viewBox%3D%270%200%20900%20584%27%3E%3Crect%20width%3D%27900%27%20height%3D%27584%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/OutstandingBalances-200x130.png 200w, https:\/\/okappyimages.okappy.com\/OutstandingBalances-300x195.png 300w, https:\/\/okappyimages.okappy.com\/OutstandingBalances-400x260.png 400w, https:\/\/okappyimages.okappy.com\/OutstandingBalances-600x389.png 600w, https:\/\/okappyimages.okappy.com\/OutstandingBalances-768x498.png 768w, https:\/\/okappyimages.okappy.com\/OutstandingBalances-800x519.png 800w, https:\/\/okappyimages.okappy.com\/OutstandingBalances.png 900w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>See how to raise an invoice and take payment securely through Okappy&#8217;s platform<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[314],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Taking payments via Okappy - Okappy<\/title>\n<meta name=\"description\" content=\"Raise an invoice and take payment quickly, simply and securely through Okappy&#039;s B2B connected workforce management platform. 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