Invoices

How to create an invoice
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...
Sun, 9 Sep, 2018 at 2:24 PM
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...
Sun, 9 Sep, 2018 at 2:41 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...
Sun, 9 Sep, 2018 at 2:44 PM
How to mark an invoice for delivery by hand or by post
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...
Sun, 9 Sep, 2018 at 2:46 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 ...
Sun, 9 Sep, 2018 at 2:50 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...
Sun, 9 Sep, 2018 at 2:56 PM
How to void an invoice
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...
Sun, 9 Sep, 2018 at 3:28 PM
How to delete a draft invoice
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 ...
Sun, 9 Sep, 2018 at 3:39 PM
How to edit paid invoices
The only fields which can be edited on a paid invoice are project, reference, theme, description and account. Step 1. Navigate to the Sales > Invoic...
Thu, 21 Jun, 2018 at 4:10 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...
Thu, 12 Jul, 2018 at 4:15 PM