Clear Books Support

Step 1. Navigate  Sales > Invoices. Step 2. Click on the Create Invoice button. Step 3. Fill in the required details (Customer,...

Step 1. When creating a new invoice click on the Manage Attachments link. Step 2. Within the pop up box click on the Upload files button to uplo...

Step 1. Navigate to Contacts > Customers. Step 2. Click the Edit Contact link beside the appropriate customer.  Step 3. Fill ...

For some customers or accounts, emailing invoices might not be appropriate. Here's how to mark an invoice to show an alternative delivery method. S...

Step 1. Navigate to Sales > Invoices.   Step 2. Click on the checkboxes to the left-hand side of the appropriate invoices that need printing...

Use the bulk edit tool to quickly edit limited details of multiple sales invoices. Step 1. Navigate to Sales > Invoices Step 2.   C...

If an invoice is incorrect it can voided, this will remove it from the financial reports. Step 1. Navigate to Sales > Invoices Step 2. C...

Step 1. Select Settings > Organisation > Toggle Features. Step 2. Click the Invoicing & Expenses tab. Step 3. Tick th...

Step 1. Navigate to Sales > Invoices  Step 2. Click on the Draft tab Step 3. Open the draft invoice and click the Delete draf...

The only fields which can be edited on a paid invoice are project, reference, theme, description and account. Step 1. Navigate Sales > Invoices t...