Invoice

Clover Market

Help:

Setup:

1. Open the Invoice app from your Clover.com dashboard. (This app is optimized for the Google Chrome Browser)
2. Go to the “Settings” tab and set up your company’s information, logo, invoice numbering and tax rate
3. Click on the Clients tab on the left of the screen. (This will sync your customers from your Clover Customers app)
4. Click on the Products tab on the left of the screen. (This will sync your Inventory from your Clover Inventory app)
5. Click on the Invoices tab on the left of the screen:
   1. Click on Create new invoice
   2. Select a client from the drop down or search for a client from that drop down.
   3. Select the invoice date
   4. Select the invoice due date
   5. Select the inventory item, quantity and any possible discounts for the line item
   6. Click on “Create Invoice” on the bottom left of the screen
6. To send the invoice to the client:
   1. Click on the “invoices” tab on the left of the screen
   2. Locate the invoice you would like to send
   3. The column which has a picture of an envelop allows you to email the invoice.

 
Or watch the video for a complete walk through: