> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-small-businesses/clearone-suite/clearinvoicing.md).

# ClearInvoicing

## Guide to Create Invoices in ClearOne

{% embed url="<https://youtu.be/4uhqePMGVhc>" %}

### Step 1: Select Invoices

Open the [ClearOne Portal](https://one.clear.in/) and go to Invoices tab

![](/files/-MaRx0CwBfoPkdV_viGO)

### Step 2: Create your First Invoice

Click on “Create your first invoice”

!\[Graphical user interface, application

Description automatically generated]\(<https://lh3.googleusercontent.com/c-Z0fotEcSv_xjd6NTHf-99ForXc0H9czigLtyMDDVno3gh820cmg6V48nAoqHi3E6OdaK5JjUIKGbJItTg58hCtw0TX812EbLyq0ySQKp3OHjVaW_VeQhdYtc6UBEonTRX-R6s>)

### Step 3: Select Type of Invoice

Choose the type of invoice from the dropdown

![](https://lh4.googleusercontent.com/oDRt0Bka9dAQqdCLJ23miG2_PhZUzONbEqEoEW6GD_yMJoIYqQ8GryjKijqHu5uKEP4Flrv62aHz4zxhYVqYNhZpKPlA-gUXYUVjZqJRZ3Cg3LgahlmFHJG66x-Q_B8BCY4u5AM)

### Step 4: Add Bill

Add "Bill from" (Your Business Details) and "Bill to" (Customer's Business Details). From the dropdown, you can select existing accounts or add new business & customers manually. To learn more about how to add new customers manually, click [here](/product-help-and-support/for-small-businesses/clearone-suite/get-started-with-clearone-suite/quick-start-guide/add-customers.md).

![](/files/-MaRy_tVKxyrN-CXLgQp)

{% hint style="success" %}
When you add the "Bill from" & "Bill to" details, the “ship to” column gets auto populated with the address extracted from customer details
{% endhint %}

{% hint style="info" %}
Please make sure the business address line 1 and 2 is between 3 to 100 characters
{% endhint %}

### Step 5: Select Invoice Date and Due Date

### Step 6: Add Items

By clicking on the “item name” box you would see a dropdown, where you can add new items or select items added by you previously. To learn more about how to add new items, click [here](/product-help-and-support/for-small-businesses/clearone-suite/get-started-with-clearone-suite/quick-start-guide/add-items.md).

Then add the rest of the item details such as quantity, discount etc. Click on “+ Add item” to add new item rows.<br>

![](/files/-MaRzD4rNFygxiDQfBP6)

Add the rest of the details in the highlighted boxes -

* Supply Type
* Reverse Charge
* Payment details
* Additional Charges and Discounts
* Signature

![](/files/-MaRzjoaxlSBOwX6EZ0H)

{% hint style="info" %}
Choose HSN/SAC code correctly based on your product
{% endhint %}

### Step 5: Preview Invoice

After adding all the necessary details, click on “Preview” to view the invoice preview and choose a template before saving.

![](/files/-MaS-6LrA7KGd1taXQgw)

### Step 6: Save Invoice

Choose any of the templates given in the left side of the screen. And click on “Save” to create an Invoice.

![](/files/-MaS-asEIed26sPE0hiQ)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Clear+Invoicing>" %}