# 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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaRw_98WojL4vcU3gYH%2F-MaRx0CwBfoPkdV_viGO%2Fimage.png?alt=media\&token=329f8344-82e2-497d-985e-18f7e93e3c03)

### 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](https://docs.cleartax.in/product-help-and-support/~/changes/0aHrWgrd3tWQv9h1jdyF/for-small-businesses/clearone-suite/get-started-with-clearone-suite/quick-start-guide/add-customers).

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaRw_98WojL4vcU3gYH%2F-MaRy_tVKxyrN-CXLgQp%2Fimage.png?alt=media\&token=e192b218-9a17-48d8-ad59-407bbd3d4d3b)

{% 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](https://docs.cleartax.in/product-help-and-support/~/changes/0aHrWgrd3tWQv9h1jdyF/for-small-businesses/clearone-suite/get-started-with-clearone-suite/quick-start-guide/add-items).

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaRw_98WojL4vcU3gYH%2F-MaRzD4rNFygxiDQfBP6%2Fimage.png?alt=media\&token=9758338c-553c-42ec-9fe0-cd831ec64a3b)

Add the rest of the details in the highlighted boxes -

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

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaRw_98WojL4vcU3gYH%2F-MaRzjoaxlSBOwX6EZ0H%2Fimage.png?alt=media\&token=877b2949-ad2b-4683-a0df-58cf76c9a20f)

{% 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaRw_98WojL4vcU3gYH%2F-MaS-6LrA7KGd1taXQgw%2Fimage.png?alt=media\&token=b969b7e0-60a8-4bdd-8ea2-2136043fc65d)

### 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.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MaRw_98WojL4vcU3gYH%2F-MaS-asEIed26sPE0hiQ%2Fimage.png?alt=media\&token=aa86d02e-c98e-436c-b4d2-caaeaab9fc2d)

## Feedback

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