Clear Books

If you don't have all the details of an invoice to hand or you need invoices verified by someone senior before they can be approved, you can choose to s...

In Clear Books you can account for bad debt relief on invoices by using our write off feature. When an invoice is written off, the system creates a bad debt...

A discount percent can be applied to the total value of an invoice using our discounts feature, or if you need to discount a particular line of an invoice y...

Email invoices to customers from a Clear Books business. Step 1. Navigate Sales > Invoices > All. Step 2. Click on Manage under the Opt...

When creating a customer, you can add as many different contacts (name and email address) as you like. Once the Invoice Multiple Contacts feature is enabled...

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 ...

In Clear Books, invoices can be marked as paid with a few clicks using the Record Payment Method. This feature is enabled in Settings > Configure system ...

The payment slip of an invoice can show details for your customers to be able to pay by cheque. If you do not want your customers to pay by cheque, you can ...

If you have allocated a receipt or part of a receipt to the wrong invoice, you can deallocate the receipt, and re-allocate to a another.  However, if yo...

This guide explains how to create a credit note with custom amounts and items. Alternatively, you can also create credit notes directly from an invoice. St...