Uploading invoices and bills

Question asked by ANETA MACDONALD 3 days ago

Hi, my subscription says I can upload invoices in pdf format and scan bills but I cannot find it in the Purchase section. Could you please help me with that please? Thanks in advance! Kind regards, Aneta

5 Replies

Hi Aneta,

I have taken a look and can see you are on the Small subscription plan. This plan does not include the Auto Bills feature. To access this, you must head to Purchases > Bills Inbox > Try it free. The subscription for this will then be £15+VAT per month.

Tommy

Hi Aneta,

We have noticed you had upgraded from the Sole Trader plan to the Small plan. I have spoken with our Management team who are happy to add the Auto Bills feature free of charge indefinitely as a gesture of goodwill.

I will let you know once we have applied the discount.

Tommy

Hi Aneta,

You should now be able to access this under Purchases > Bills inbox.

Tommy

Hi Tommy, that is not correct. 5 weeks ago we had a chat about multiple email addresses please see the link: https://secure.clearbooks.co.uk/community/questions/28004/multiple-email-addresses and at the end of it I agreed to update to the Small plan with the then promotion of half price £7.50+VAT per month for 3 months and then £15+vat. You confirmed that it was updated and indeed I can now use multiple addresses so I'm a bit confused now. Could you please check and let me know and then lead me where I can upload the pdf invoices and scan bills please? Thank you and kind regards, Aneta

Hi Tommy, I'm sorry I have not seen your previous replies. Thank you that is great! Have a good day! Kind regards, Aneta

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