Raise ad hoc / miscellaneous invoices
With Okappy Workforce Management, you can raise an invoice for your customer once you have completed one of their jobs. You can also raise ad hoc invoices for a customer at any time. Read on to find out how.
Raising your invoice
From the Invoices screen,
- click the New Invoice button at the top of the screen,
- choose Invoice in the invoice type window, and
- click the Select customer button.
- Select your customer, then
- click Next
- Enter your invoice details.
- Select whether you want the invoice to be draft (not visible to your connection) or not.
- Click Raise sales invoice.
Your invoice will be raised and can be viewed and edited by clicking on the three dots menu next to the invoice number.
Click Preview invoice to view the invoice as your connection will see it.
Note: When exporting invoices, draft invoices are not included in the invoice export.
For further information
For further information search in our support pages or forum