Invoice Attachments

Question asked by Ian Dickinson 8 years ago

I am a complete novice with Clear Books and I am a one man band learning how to manage accounts.

I have worked out how to prepare an Invoice. But I have two problems

My primary customers require that

1 I include as a second page of my invoice a table which shows the detail of all Expenses claimed

2 I attach a pdf copy of all receipts to the email that contains my invoice

I can not work out how to achieve this inside Clear Books.

Can anyone help please?

Ian

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2 Replies

Hi Ian

  1. there is no way to create your own 2nd invoice page however there are two ways you can list the expenses claimed:

a. In Settings > Configure system > Toggle features, toggle on "Recharge costs" on the Features page. This gives you a new menu item in Sales that enables you to select the various expenses you've entered and create an invoice, that lists them all down. You can then add a new line for any fees you are charging and can select and drag the line to the top.

b. Create your own list of expenses with a total, that you include as one line on the invoice "Expenses per attachment" then attach it as a separate document, when you email the invoice (per 2 below).

  1. You can attach up to 10 attachments when you come to email the invoice.
Best answer
8 years ago

Ooops - sorry I have 2 x 1s

8 years ago

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