The Mobile App allows you to create invoices on the go. In this guide, we demonstrate how to create a sales invoice by manually filling in the details of the invoice form.
The Mobile App links seamlessly to your Clear Books account so that any data added in the Mobile app will appear in your Clear Books account.
Step 1.
Log in to the Mobile App and you will land on the 'Dashboard' menu.
Step 2.
Next, tap on the '+' icon in the blue circle, you can view this icon on the 'Sales' and 'Purchases' menu too. Tapping on the + icon will bring up a list of the available options, select 'Invoice'.
Step 3.
First, select a customer, if the customer does not exist, just type the name and tap the 'Add' icon.
Step 4.
Next, add a date for the invoice.
Step 5.
The 'Show options' button (shown on the image on the left) will show more options for the Invoice such as the 'Project', 'Summary fields' and 'Bank Account' (shown on the image on the right).
The VAT domestic reverse charge for building and construction services is supported on the Mobile App if you have enabled this feature in your Clear Books account.
If you wish to add a photo or saved picture you may do so by tapping 'Attachments'. Tap on the '+' icon in the blue circle to add an attachment using your camera or from your photo library.
Step 6.
Tap on the 'Add items' option.
Here you will need to add a description of the item you are adding, an account code, the quantity, unit price and VAT rate. Tap on the tick at the top right to complete.
You can add as many items as necessary. Each item contributes to the subtotal, VAT and Total at the bottom.
Step 7.
Tap the ✓ icon at the top right to complete the creation of the invoice.
