Clear Books Invoicing Suite

Produce and Manage Quotes and Invoices in Minutes

We know you need to keep the money flowing, so Clear Books puts a powerful suite of tools at your fingertips for invoicing.

Send Quotes

Sending a quote has never been easier. Fill in the quote form and send it to your customer. Once they accept it, one click turns it into an invoice.

Create Invoices

undefinedProduce and send invoices in moments for your customers. We've got hundreds of themes already in the system for you. Alternatively, customise them using the in-built editor and theming tool.

Create an invoice, either directly or from a quote, then view it in web or PDF format. When you're happy, simply send it via email or post. If you have recurring invoices, create an automatic template to fill in the details for you. Tell Clear Books how often or regularly to invoice a customer, and let the Time Machine do the work for you.

Automatic prompts for upcoming due dates or late payment can be scheduled, so you don’t have to keep track of all your customer payment dates manually. As soon as payment for an invoice is received, you can mark it as closed in the relevant bank account to prevent any further requests for payment going out.

Customers have a variety of ways to pay, including by direct debit. You can even enable settlement discounts on the invoices to prompt faster payment.

If you trade in other countries, Clear Books lets you accept and create invoices and bills in various currencies. Trade and tax regulations can vary abroad, but RIFT Accounting will ensure you're up-to-date on the rules. We always like to hear about your overseas adventures, so be sure to let us know if you need advice.

Invoice tools also allow you to:

  • Set invoice defaults.
  • Create email templates.
  • View a full statement of your history.
  • Email multiple contacts.
  • Create recurring invoices.
  • Work with fast batch entry.
  • Email multiple attachments.
  • Export invoice data.

Call us on 01233 653006 and see how we can help you today.

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