Clear Books

Purchase Orders 5

• Purchase orders guide
• How to toggle on purchase orders
• How to email purchase orders
• How to create a purchase order
• How to convert a purchase order into a bill

Expenses 4

• Employee expenses guide
• Expenses - Adhoc payments
• Employee Expenses - Expense claim forms
• How to add transport to the mileage tool

Bills 5

• How to void a bill
• How to attach files to Bills
• How to edit an unpaid Bill
• How to create a bill
• How to edit a paid bill

Bill Payment 5

• How to record a payment against a bill
• How to record a separate payment to invoices in bulk
• How to delete a payment from a bill
• How to create an over payment to a supplier
• How to deallocate a payment from a bill

Recurring Bills 2

• How to set up a recurring bill with a recurring payment
• How to create recurring bills

Credit Notes 3

• How to create a purchase credit note directly from a bill
• How to allocate a purchase credit note to a bill
• How to create a purchase credit note

Unallocated Payments 1

• How to create a payment on account for a supplier