Changing the customer on an invoice (legacy invoicing functionality) With Okappy, you can easily raise invoices from your jobs or create a miscellaneous invoice. But what if you've raised the invoice for the wrong customer and you need to change it. To change the customer, you have a couple of different options [...]

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With Okappy, you can raise invoices from your jobs or create a miscellaneous invoice. But what if you've made a mistake on your invoice and need to either cancel it completely or amend the amount. It's easy, you can raise a credit note with just a few clicks! Read on to find out more.

With Okappy, you can raise quotes for your customers which are available in the invoices dashboard. You can also generate a report for all the quotes raised for a particular customer, or for all customers over a period of time using the Quotes report. To generate a report of all quotes raised over a period, follow the steps below.

How to raise an invoice for a customer with CIS deductions

Check out troubleshooting guide for any problems exporting your invoices

See how to create a custom template or raise a quote from the invoices screen

Quick start guide of how to raise an ad hoc / miscellaneous invoice

Find out how to update your invoice template with your company branding