Clear Books Support

This guide demonstrates how to setup a basic sales invoice. There are multiple additional features that can be enabled or used to add more options when crea...

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...

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...

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

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 ...

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...

If an invoice is incorrect it can be voided, this will remove it from all financial reports.  However, if an invoice has been included on a VAT return y...

Draft invoices can be created before unpaid invoices, you can approve them or delete them at a later date. Step 1. Navigate to the Sales > 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...

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...