{"id":14696,"date":"2016-04-27T20:46:43","date_gmt":"2016-04-27T20:46:43","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=14696"},"modified":"2018-09-04T08:31:43","modified_gmt":"2018-09-04T07:31:43","slug":"3-quick-tips-raising-keeping-track-invoices","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/3-quick-tips-raising-keeping-track-invoices\/","title":{"rendered":"3 quick tips for raising and keeping track of your invoices"},"content":{"rendered":"<p><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;\">3 quick tips for raising and keeping track of your invoices<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 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-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><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;\"><div class=\"fusion-text fusion-text-1\"><p>We are always looking for ways to make your working life simpler and easier. Below are three quick tips to help you raise and keep track of your invoices within Okappy.<\/p>\n<h3>Tip 1:<\/h3>\n<p>When raising an invoice from a job, look out for the alert message which pops up to notify\u00a0you that the invoice has been raised as well as\u00a0providing a link to view it.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-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-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><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;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/create-invoice-alert@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[169e045708fbb30858f]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/create-invoice-alert.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-2\"><h3>Tip 2:<\/h3>\n<p>Enabling the <strong>Invoiced<\/strong> Column on your <em>Jobs<\/em> dashboard can quickly show you when an invoice has been raised for a job.<\/p>\n<p>If you have raised an invoice, a green tick ( <img class=\"lazyload size-full wp-image-14319\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2730%27%20height%3D%2730%27%20viewBox%3D%270%200%2030%2030%27%3E%3Crect%20width%3D%2730%27%20height%3D%2730%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/tick-green.gif\" alt=\"Green tick\" width=\"30\" height=\"30\" \/> ) will be shown. You can click on the tick to view the invoice.<\/p>\n<p>Please note that invoices raised before March 2016 will not be available from the green tick. However, you can still view all your historical invoices from the <em>Invoices<\/em>\u00a0or <em>Reports<\/em>\u00a0screens.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/invoice-tick-on-job-dashboard@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[02d3efe2e1558f2c124]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/invoice-tick-on-job-dashboard.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-3\"><h3>Tip 3:<\/h3>\n<p>If you have already raised an invoice for a job and then raise another one\u00a0for the same job, a warning message will be displayed on the bottom left of the modal with a link to the original invoice.<\/p>\n<p>If you still want to raise another invoice, you can ignore the alert and carry on raising your invoice as normal.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/raise-repeat-invoice-modal@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[92728ff0b2faf13827c]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/raise-repeat-invoice-modal.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-4\"><p>Check out our <a href=\"http:\/\/www.okappy.com\/support\/\">Help and Support<\/a> section for more information about invoicing with Okappy, as well as other support articles covering managing your jobs, customer database, reporting and much more.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to quickly raise and keep track of your invoices from within Okappy<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","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>Three quick tips for raising and keeping track of your invoices<\/title>\n<meta name=\"description\" content=\"See how to quickly raise and keep track of your invoices from within Okappy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/3-quick-tips-raising-keeping-track-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" 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