Learn how to create an invoice using ClearOne
Click on “Create your first invoice”
Graphical user interface, application Description automatically generated
Choose the type of invoice from the dropdown
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.
Then add the rest of the item details such as quantity, discount etc. Click on “+ Add item” to add new item rows.
Add the rest of the details in the highlighted boxes -
- Supply Type
- Reverse Charge
- Payment details
- Additional Charges and Discounts
After adding all the necessary details, click on “Preview” to view the invoice preview and choose a template before saving.
Choose any of the templates given in the left side of the screen. And click on “Save” to create an Invoice.