From the Invoices sub-section, you can view a summary of invoices paid against payments due and overdue.
Creating an Invoice:
1. Go to Main Navigation > Sales Management > Invoices
2. Click the New Invoice tab
3. Select a customer, contract or project
4. Click New Invoice to start creating a new invoice
5. If you have expenses or timesheets that are assigned to the customer they will show here. All items will be automatically ticked. You can untick the box next to each to exclude it from this invoice.
Adding a Product or Service that is Already in your Inventory:
1. Click the Add icon
2. Select Products or Services
3. Choose the product/ service category
4. Choose the product/ service from the drop-down list
5. Enter the quantity
6. Enter any discount if applicable
7. Select the VAT rate
8. Click Save to submit this to Clarity365
Adding a Product or Service that is not in your Inventory:
1. Click the Add icon
2. Choose Manual Entry
3. Enter a description of the item
4. Enter the quantity
5. Enter the net value
6. Enter any discount if applicable
7. Select the VAT rate
8. Click Save to submit this to Clarity365
Adding a Subscription to an Invoice
1. Click the Add icon
2. Choose Subscription
3. Enter a description of the item
4. Enter the quantity
Enter the length of the subscription – this will be displayed in Months only
5. Enter the net value
6. Enter any discount if applicable
7. Select the VAT rate
8. Click Save to add this subscription to the Invoice
6. Once you have finished adding lines to the invoice click Save to submit the invoice to the system or Save and Send to Customer to send the invoice to your client for approval and payment.