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Batch invoices

Question asked by Ruth Gee 4 years ago

Also

Is there anyway of posting more than 9 items at a time? And also of copying the batch invoice?

1 Reply

Hi Ruth,

Unfortunately you can not have more than 9 invoices at a time using this tool. You can copy the invoices as detailed below, however as I specified in my reply to your other topic your best option if you have many invoices is probably to create them on a spreadsheet and import them.

You can copy an invoice or bill by opening it and clicking the Copy button as in the screenshot below:

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/FATp66UAP0URVWe/upload.png

If you have many invoices to create, you could enter the invoice details on lines in a spreadsheet (using, for example, Excel) where you could easily copy them, then use the import tool Tools > Import > Invoices to bring them into Clear Books.

Please see below a link to our Support Guide on using the Import Tool

https://www.clearbooks.co.uk/support/guides/import-settings-2/how-to-import-sales-invoices-2/

I hope this helps.

All the best.

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