Add an invoice manually

Use this for a manual ledger

Open Invoices in a business workspace, or Receivables in a practice, and choose Add invoice. In a practice, select the company whose invoice you are recording.

For a connected QuickBooks company, add or correct the invoice in QuickBooks and sync it into Clawrk.

Check the invoice details

1. Enter the invoice number and the customer's name and email.
2. Enter the dates and the amount still owed, using the ledger currency.
3. If the business already provides an HTTPS payment destination for the invoice, include that payment link.
4. Save, then check the balance and recipient before preparing follow-up.

Understand what was created

This records an invoice for follow-up. Adding a payment link does not charge the customer, and adding an invoice does not approve a reminder. Customers continue to pay through the business's existing payment arrangements.