Invoices

How to create an invoice
This guide demonstrates how to create a basic sales invoice. The fields and elements on the invoice create form are then explained in more detail.  Addi...
Tue, 4 Aug, 2020 at 8:57 AM
How to add attachments when creating an invoice
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. Th...
Fri, 14 Feb, 2020 at 3:08 PM
How to show payment details on an invoice
When creating a sales invoice you can choose to select a bank account in the Bank details to display drop down box below the Summary.  How to create an ...
Fri, 14 Feb, 2020 at 3:08 PM
How to show both a delivery address and an invoice address on an invoice
When creating or editing a sales invoice you can choose to show both the invoice and delivery address on the invoice PDF, however, both addresses must be fi...
Fri, 14 Feb, 2020 at 3:08 PM
How to bulk print sales invoices
The bulk print option will open all the invoices you have selected in your PDF viewer. You can then use the print options within that software to print the ...
Fri, 14 Feb, 2020 at 3:08 PM
How to bulk edit sales invoices
Use the bulk edit tool to quickly edit details of multiple sales invoices.  The reference, project name and account can all be edited (as well as the date o...
Fri, 21 Feb, 2020 at 12:18 PM
How to void and restore voided invoices
Voiding will remove invoices from all financial reports. If there is a payment allocated to the invoice, the payment will need to be deleted in order to voi...
Fri, 21 Feb, 2020 at 12:13 PM
How to edit paid invoices
Most of the fields are greyed out on a paid invoice or part paid invoice, the only way to edit these details is to remove the payment(s) and return the invo...
Fri, 14 Feb, 2020 at 3:09 PM
How to batch process invoices
The bulk invoices menu allows you to create multiple invoices on each line of the form. Each invoice can only have 1 item. Step 1. Navigate to Sales &g...
Fri, 21 Feb, 2020 at 12:05 PM
How to copy an invoice
An invoice may be copied to save time if another invoice using the same information is needed. Step 1. Navigate to the Sales > Invoices > All men...
Fri, 14 Feb, 2020 at 3:09 PM