Files can be uploaded to Clear Books and attached, when creating or editing an invoice. To upload files in bulk, please click here to view our guide.


The file types supported are png, gif, jpg, jpeg, tif, tiff, pdf and csv.

Step 1.


When creating a new invoice click on the Manage Attachments link below the Bank details to display drop-down box.


Step 2.


Within the pop up box click on the Upload files button and select the files you would like to upload to Clear Books. 


The file types supported are png, gif, jpg, jpeg, tif, tiff, pdf and csv.


Step 3.


Once you have uploaded your files, click on the Attach link to attach your file to this specific invoice.



For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.