Adding business units and managing invoicing settings activity

In OkiOki, you can manage invoice settings separately for each business unit. This is useful if you run multiple types of activities (e.g. a main activity and a side business), or if you want to personalize invoices based on customer type or service offered.

1. Open the invoice settings

In the left menu, go to 'Your Account' and then choose 'Invoicing settings‘.

2. View or add a business unit

• At the top of the page, you’ll see the currently selected business unit.
• Click ‘+ADD’ to create an additional one.
• Give it a clear name (e.g. ‘Consulting’, ‘Workshops’, …).

Tip: You can also copy an existing business unit to transfer the invoicing settings from one business unit to another.

Each unit gets its own settings page, so you can manage them independently.

3. Personalize the settings per unit

For each unit, you can configure:

• Invoice numbering (start number, format)
• Payment term (in days)
• Bank account number
• VAT mention and optional VAT texts
• Invoice language
• Invoice layout (color, logo, extra text)
• Email settings (sender address, subject, content, attachments)

This allows you to fully personalize both your invoices and the emails per unit.

4. Switch between units

Use the dropdown at the top of the page to switch between your units. OkiOki will automatically apply the correct settings when you create an invoice based on the selected unit.