Upload a logo for Tailored Invoices
Help Article
Upload a logo for tailored invoices
Links
Steps
1. Navigate Home > Settings
2. Upload your company’s logo
3. Open an invoice as a PDF, check if logo displays
Create a recurring invoice
Create a multi-currency invoice
Help Article
Create a multi-currency invoice
Links
Steps
1. Navigate Settings > Toggle Features
2. Turn on Beta Features click Confirm Changes
3. Turn on Multi-Currency click Confirm Changes
4. Navigate Sales > Invoices click Create New Invoice
5. Enter details of the invoice and select the currency to invoice in
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.
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 numbering and prefixes
Clear Books has two broad categories of invoices: Sales Invoices and Purchase Invoices.
When using Clear Books you will mostly deal with invoices prefixed INV and PUR. INV represents a Sales Invoice you send to a customer. PUR represents a purchase you receive from a supplier. Although a supplier will use its own invoice numbering system, Clear Books uses the PUR prefix to identify an invoice as a purchase as well as to uniquely identify the invoice in Clear Books.