Updating your invoice template

With Okappy, you can design the look of your invoice template.

To change the look ofyour template,

  • Click Invoice options from the menu towards the top right of the invoices screen
  • Select Invoice template

Invoice options

  • Edit the invoice header and footer as required.

Invoice template

  • To add an image to your header or footer, click the Insert/edit image icon in the toolbar

Adding images to your invoice template

  • Enter the location of an image

Notes:

  • Choose an image which is available publicly. This could be an image hosted on your own website, the image from your Okappy profile page or an image added to one of your jobs
  • To get the address, right click on the image and select Copy image address (or equivalent depending on your operating system)

Once you are happy with your header and footer, click the Update template button

All your invoices will now use the updated template.

Invoice example

See our short video guide

For further information

For further information search in our support pages or forum