Clear Books

Invoices 13

• How to create an invoice in Clear Books
• How to add attachments when creating an invoice
• How to show payment details on an invoice
• How to show both a delivery address and an invoice address on an invoice
• How to bulk print sales invoices

View all 13

Email 5

• How to email a sales invoice to a customer
• How to invoice different contacts
• How to attach a PDF copy of the invoice to an email
• How to mark an invoice for delivery by hand or by post
• How to send remittance advice emails

Invoice Payment 3

• How to record a payment against an invoice
• How to remove payments by cheque
• How to deallocate a Receipt from an invoice

Unallocated Receipt 1

• How to create a payment on account for a customer

Credit Notes 4

• How to create a sales credit note
• How to create a sales credit note directly from an invoice
• How to allocate a payment to a credit note
• How to allocate a sales credit note to an invoice

Recurring Invoices 1

• How to create recurring invoices

Quotes 3

• How to create a quote, estimate, proforma invoice or sales order
• How to enable Quotes
• How to process all quote types

Recharge Costs 1

• How to recharge costs