Customer importing from Easy Invoice app
Question asked by Haider Bawab 4 years ago
Is there a way to import all my customers from easy invoice to clearbooks?
Hi Haider,
This depends if you are able to obtain a csv file of your list of customers from Easy Invoice, then you can import this into Clear Books under Tools > Import > CSV import.
Tommy
Ok great, what about making a item list. In the app when i want to make a invoice i want a item list. I cant find a way to do this.
Hi Haider,
You can create stock items within our web version. You can enable this under Settings > Configure system > Toggle features > Tick on Stock/Product lists. Once enabled, you can add stock items under Tools > Stock. You can then select these when creating invoices/ bills.
Tommy
