Steps to create invoice on ClearOne

Updated on:  

08 min read

You can create an invoice easily on the ClearOne Invoicing app. Any business or professional can create GST compliant invoices quickly and seamlessly.

The steps to create an invoice on ClearOne are given below:
Step 1: Visit the ClearOne portal or open the ClearOne mobile app, available on Android. Create an account or login into your account using your mobile number.

clearone

Step 2: Go to the ‘Invoices’ tab under the ‘Sales’ option on the left side. Click on the ‘Create an invoice’ button available on the top right corner of the dashboard.

clearone
clearone

Step 3: Select the type of invoice from the drop-down – ‘Tax invoice’, ‘Bill of supply’, and ‘Export invoice’.

clearone

Step 4: Fill in the details of the invoice.

Enter the ‘Bill from’ (your business) and ‘Bill to’ (customer) details. 

You can select existing accounts from the drop-down list or add new businesses and customers by typing in manually.

clearone

The ‘Ship to’ field gets auto-filled with the address as extracted from the customer details when you add these. You can change the ‘Ship To’ address if it differs from the ‘Bill To’ address. Make sure that the business address line 1 and 2 range between 3-100 characters only.

Step 5: Select the invoice date and the due date. Select the date on which the invoice is generated along with its due date.

Step 6: Add goods or services as line items.

By pressing on the ‘Item name’ box, you can add new items or select items added by you previously from the drop-down that appears. After that, add the rest of the item details like quantity, discount, etc. 

To add more items, click on ‘+ Add item’, which will add new item rows. After that, choose the HSN/SAC code correctly based on your product.

clearone

Following are some of the important details to be filled in an invoice –

  • Supply type
  • Reverse charge
  • Payment details
  • Additional charges and discounts
  • Signature

Step 7: Preview the invoice

After adding all the important details, click on the ‘Preview’ button to review the invoice before generation and choose a style or template.

clearone

Step 8: Save the invoice

Choose one of the templates given on the left side of the screen. Click on the ‘Save’ button to generate the invoice.

clearone