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...

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 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 ...

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...

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...

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...

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...

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...