Documentation
Everything you need to get started with Oreko.
Getting Started
Learn the basics of Oreko and create your first quote.
Quotes
Create, customize, and send professional quotes to your clients.
Invoices
Convert quotes to invoices and manage payments.
API Reference
Integrate Oreko with your existing tools and workflows.
Self-Hosting
Deploy Oreko on your own infrastructure with Docker.
FAQ
Find answers to commonly asked questions.
Getting Started
Create Your Account
Sign up for a free account at oreko.app/register. You can also self-host Oreko using Docker.
Set Up Your Business Profile
Add your business information, logo, and branding in the Settings page. This information will appear on all your quotes and invoices.
Create Your First Quote
Click "New Quote" to open the visual quote builder. Drag and drop blocks to create a professional quote, then send it to your client for approval.
Convert to Invoice
When your client accepts the quote, convert it to an invoice with one click. No data re-entry required.
Quotes
Oreko’s visual quote builder lets you create branded, professional quotes in minutes. Here’s how the quoting workflow works.
Create a New Quote
Navigate to Quotes and click "New Quote". Give it a title and select a client. If the client doesn’t exist yet, you can create one inline.
Build Your Quote
Use the drag-and-drop editor to add line items with descriptions, quantities, and prices. Apply discounts, set tax rates, and define payment terms. You can see a live preview as you build.
Customise Branding
Add your logo, choose brand colours, and pick a template layout. Every quote you send reflects your brand identity.
Send for Approval
When you’re ready, send the quote to your client via email. They’ll receive a link to view and approve it directly from their browser — no account required.
Track Status
Monitor whether your quote has been viewed, approved, or declined from the Quotes dashboard. You’ll also receive notifications when a client takes action.
Invoices
Create invoices from scratch or convert approved quotes with a single click. Oreko handles the entire invoicing lifecycle.
Create or Convert
Start a new invoice from the Invoices page, or convert an accepted quote directly — all line items, client details, and payment terms carry over automatically.
Review and Customise
Adjust line items, add notes, set a due date, and apply any discounts or taxes. The invoice inherits your brand settings, or you can override them per invoice.
Send to Client
Email the invoice to your client. They’ll receive a secure link to view the invoice and pay online via Stripe or your configured payment provider.
Track Payments
See real-time payment status — Sent, Viewed, Paid, or Overdue — from the Invoices dashboard. Oreko updates the status automatically when a payment is received.
Automated Reminders
Enable auto-reminder emails for overdue invoices (available on Pro plans and above). Oreko sends polite follow-ups so you don’t have to.
Self-Hosting with Docker
Oreko can be self-hosted on your own infrastructure using Docker.
# Clone the repository
git clone https://github.com/orekoapp/oreko.git
cd oreko
# Start with Docker Compose
docker compose up -d
# Oreko is now running at http://localhost:3000For detailed installation instructions, see our GitHub repository.
Frequently Asked Questions
What counts as a document?
A document is any invoice, quote, or contract you create. Drafts count once saved. On Oreko Cloud, your document limit resets each billing cycle. The Community Edition (self-hosted) has no limits.
Can I import data from other platforms?
Not yet natively, but we’re working on CSV import for clients and line items. In the meantime, you can use the API to bulk-import data programmatically.
Does Oreko support multiple currencies?
Yes. You can set a default currency in your workspace settings and override it per quote or invoice. Exchange rates are updated automatically.
Can my clients pay online?
Yes. Oreko integrates with Stripe for online payments. Clients can pay directly from their invoice or quote page. You can also record manual or offline payments.
Is the Community Edition missing any features?
No. The Community Edition includes the full platform with no feature gates. The difference is that you manage your own hosting, backups, and updates instead of us handling it for you.
How do I update my self-hosted instance?
Pull the latest Docker image and restart. We publish release notes with every update so you know exactly what changed. Database migrations run automatically on startup.
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