{"id":9886,"date":"2020-08-17T12:39:21","date_gmt":"2020-08-17T11:39:21","guid":{"rendered":"https:\/\/www.okappy.com\/?p=9886"},"modified":"2020-08-17T13:37:56","modified_gmt":"2020-08-17T12:37:56","slug":"raise-ad-hoc-invoices-with-okappy","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/raise-ad-hoc-invoices-with-okappy\/","title":{"rendered":"Raise ad hoc 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;\">Raise ad hoc \/ miscellaneous invoices<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>With <a href=\"http:\/\/www.okappy.com\/job-management\/\">Okappy Workforce Management<\/a>, you can <a href=\"http:\/\/www.okappy.com\/how-to-raise-an-invoice-from-a-job\/\">raise an invoice<\/a> 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.<\/p>\n<\/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: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-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Raising your invoice<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>From the Invoices screen,<\/p>\n<ul>\n<li>click the <strong>New Invoice<\/strong> button at the top of the screen,<\/li>\n<li>choose <strong>Invoice<\/strong> in the invoice type window, and<\/li>\n<li>click the <strong>Select customer<\/strong> button.<\/li>\n<\/ul>\n<p><img class=\"lazyload size-full wp-image-30194\" title=\"web invoices raise invoice\" src=\"https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice.png\" alt=\"web invoices raise invoice\" width=\"1319\" height=\"762\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271319%27%20height%3D%27762%27%20viewBox%3D%270%200%201319%20762%27%3E%3Crect%20width%3D%271319%27%20height%3D%27762%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-200x116.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-300x173.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-400x231.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-600x347.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-768x444.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-800x462.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-1024x592.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice-1200x693.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-raise-invoice.png 1319w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1319px) 100vw, 1319px\" \/><\/p>\n<ul>\n<li>Select your customer, then<\/li>\n<li>click <strong>Next<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-full wp-image-30193\" title=\"web invoices customer\" src=\"https:\/\/okappyimages.okappy.com\/web-invoices-customer.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-invoices-customer.png\" alt=\"web invoices customer\" width=\"1319\" height=\"762\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271319%27%20height%3D%27762%27%20viewBox%3D%270%200%201319%20762%27%3E%3Crect%20width%3D%271319%27%20height%3D%27762%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-customer-200x116.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-customer-300x173.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-customer-400x231.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-customer-600x347.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-customer-768x444.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-customer-800x462.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-customer-1024x592.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-customer-1200x693.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-customer.png 1319w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1319px) 100vw, 1319px\" \/><\/p>\n<ul>\n<li>Enter your invoice details.<\/li>\n<\/ul>\n<p><img class=\"lazyload size-full wp-image-30192\" title=\"web invoices details\" src=\"https:\/\/okappyimages.okappy.com\/web-invoices-details.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-invoices-details.png\" alt=\"web invoices details\" width=\"1319\" height=\"762\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271319%27%20height%3D%27762%27%20viewBox%3D%270%200%201319%20762%27%3E%3Crect%20width%3D%271319%27%20height%3D%27762%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-details-200x116.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-details-300x173.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-details-400x231.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-details-600x347.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-details-768x444.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-details-800x462.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-details-1024x592.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-details-1200x693.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-details.png 1319w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1319px) 100vw, 1319px\" \/><\/p>\n<ul>\n<li>Select whether you want the invoice to be draft (not visible to your connection) or not.<\/li>\n<li>Click <strong>Raise sales invoice<\/strong>.<\/li>\n<\/ul>\n<p>Your invoice will be raised and can be viewed and edited by clicking on the three dots menu next to the invoice number.<\/p>\n<p><img class=\"lazyload size-full wp-image-30196\" title=\"web invoices quote raised\" src=\"https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised.png\" alt=\"web invoices quote raised\" width=\"1319\" height=\"762\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271319%27%20height%3D%27762%27%20viewBox%3D%270%200%201319%20762%27%3E%3Crect%20width%3D%271319%27%20height%3D%27762%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-200x116.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-300x173.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-400x231.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-600x347.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-768x444.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-800x462.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-1024x592.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised-1200x693.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices-quote-raised.png 1319w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1319px) 100vw, 1319px\" \/><\/p>\n<p>Click <strong>Preview invoice<\/strong> to view the invoice as your connection will see it.<\/p>\n<p><img class=\"lazyload size-full wp-image-30190\" title=\"web invoices\" src=\"https:\/\/okappyimages.okappy.com\/web-invoices.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-invoices.png\" alt=\"web invoices\" width=\"1319\" height=\"762\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271319%27%20height%3D%27762%27%20viewBox%3D%270%200%201319%20762%27%3E%3Crect%20width%3D%271319%27%20height%3D%27762%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-invoices-200x116.png 200w, https:\/\/okappyimages.okappy.com\/web-invoices-300x173.png 300w, https:\/\/okappyimages.okappy.com\/web-invoices-400x231.png 400w, https:\/\/okappyimages.okappy.com\/web-invoices-600x347.png 600w, https:\/\/okappyimages.okappy.com\/web-invoices-768x444.png 768w, https:\/\/okappyimages.okappy.com\/web-invoices-800x462.png 800w, https:\/\/okappyimages.okappy.com\/web-invoices-1024x592.png 1024w, https:\/\/okappyimages.okappy.com\/web-invoices-1200x693.png 1200w, https:\/\/okappyimages.okappy.com\/web-invoices.png 1319w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1319px) 100vw, 1319px\" \/><\/p>\n<p><strong>Note<\/strong>: When exporting invoices, draft invoices are not included in the invoice export.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 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-2 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-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;\">For further information<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>For further information search in our <a href=\"https:\/\/www.okappy.com\/support\">support pages<\/a> or <a href=\"https:\/\/www.okappy.com\/forum\">forum<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quick start guide of how to raise an ad hoc \/ miscellaneous invoice<\/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":[439,335,327,553],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Raising Ad Hoc Invoices Through Okappy<\/title>\n<meta name=\"description\" content=\"You can quickly raise ad hoc invoices through Okappy. 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