Clear Books

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...

If you receive a payment from a customer in advance of an invoice being raised, you can create a payment on account. This payment can be allocated to an inv...

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...

If the remaining balance of an invoice, needs to be credited then you can do so by using the options under the Payment history table. The system will create...

There are two methods to allocate a payment to a credit note:  Method 1. Method 2. Both methods do not currently support allocating a part payment ...

Once a sales credit note has been created, this guide explains how to allocate this to any future invoices. Alternatively, you can create a credit note dire...

Recurring invoices are a great feature which can save a huge amount of time. Recurring invoices are generated from a recurring template, based on the date, ...

The Recharge costs feature lists expenses or bills incurred and allows you to select them to populate a sales invoice in order to recharge them to a custome...