Raising recurring 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.

Find out more about our invoicing features.

Whether you’re doing PPM work, contact or service work, or if you just need to raise invoices over a period of time, you can also raise recurring invoices in Okappy.

Read on to find out how.

Raising recurring invoices

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 invoice type

Select your customer, then
click Next

Select customer

Enter your invoice details.

Add recurring invoice

Click Add recurring invoice(s)

Recurring invoice options

Choose how you want your invoices to recur. You can select from
- Daily
- Weekly
- Monthly
- Yearly
- Custom
Enter a number for how many invoices you want to create in the Continuing for [x] more invoices box
If you have select Customer, then choose how you want the invoices to recur which can be every [x]
- Days
- Weeks
- Months
- Years
Select whether you want the invoice to be draft (not visible to your connection) or not.
Click Raise sales invoice.