Upload a Logo for Tailored Invoices
Clear Books allows you to tailor invoices with your company logo.
This short video shows how to upload an image file and what file types are acceptable.
Create a Recurring Invoice
Recurring invoices can be used to quickly create regular sales and purchases.
This video shows how to set up a recurring invoice template in Clear Books.
Create a Multi-Currency Invoice
This video shows how to enable multi-currency invoicing on your Clear Books account and how to create a sales invoice in a foreign currency.
How to email a sales invoice to a customer
This video shows you how to send an invoice to a customer in Clear Books via email.
The customer will receive an email with a link to a customer statement containing all their invoice history.
Delete a draft invoice
- Help article
- How to delete a draft invoice
- Menu navigation
- Sales > Sales Invoices > Draft
- Links
- Draft Invoices
To delete a draft invoice first select the invoice from the list of draft invoices. Click on the delete icon as highlighted in the following screenshot. 
Add payment details to an invoice
Toggle settings to add your payment details to sales invoices in Clear Books.
- Help article
- How to add payment details to an invoice
- Menu navigation
- Settings
- Links
- Settings
Invoice Discounts
Apply a discount to your sales invoices.
- Help article
- How to add a discount to an invoice
- Menu navigation
- Sales > Invoicing > Add Item
- Links
- Import Contacts
Multi-currency accounting beta
ClearBooks supports multi-currency invoicing and multi-currency bank accounts. This is an early beta feature. Whereas the core ClearBooks accounting system is still in beta but has been extensively tested, multi-currency accounting is at an early release stage.
We would invite our beta testers to experiment with multi-currency separately from accounts which are actively being used. To enable multi-currency go to the “Settings” menu to turn it on.
Invoice Items
Invoice Items is a feature that speeds up creating invoices. If your business has invoice items with a standard price and description then you can add invoice items to quickly populate invoices.
- Help article
- How to set up invoice items
- Menu navigation
- Sales > Invoicing > Add Item
- Links
- Invoice Items
Recurring Invoices
Clear Books supports recurring and repeating invoices. This feature allows invoices to be created automatically based on your desired frequency and number of occurrences. This is a great feature to save you time.
- Help article
- How to set up a recurring invoice in Clear Books
- Menu navigation
- Sales > Invoicing > New Recurring Invoice
- Links
- Recurring Invoice
Invoice Template