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Documentation Index

Fetch the complete documentation index at: https://docs.clarely.co/llms.txt

Use this file to discover all available pages before exploring further.

Invoices in Clarely flow directly from the work you’ve recorded — the line items and pricing from the signed quote carry through automatically.

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From a completed job (field service flow)

1

Complete the job

Open the job and tap Mark Complete. After the 15-second undo window closes, the job is done.
2

Invoice is created automatically (if auto-invoice is on)

If you have auto-invoice enabled in Account → Settings → Invoicing, a draft invoice is created automatically. Find it in your Invoices list.If auto-invoice is off, open the completed job and tap Generate Invoice.
3

Review and send

Open the draft invoice. Confirm the line items and total. Tap Send Invoice when ready.

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From an accepted quote (professional services flow)

If you chose “Send invoice immediately” as the acceptance flow, Clarely handles this automatically. When your client signs the quote, an invoice is generated and emailed to them instantly. You don’t need to take any action. The invoice appears in your Invoices list in Sent status.

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Create a manual invoice

You can create an invoice at any time without a quote.
1

Open Invoices

Tap Invoices, then tap New Invoice.
2

Select a client

Choose from your client list.
3

Add line items

Add services or items with descriptions, quantities, and prices.
4

Set net terms

Choose how many days until payment is due (net terms). The default comes from your invoicing settings.
5

Save or send

Tap Save as Draft or Send Invoice to send immediately.

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What carries over from a signed quote

When an invoice is generated from a job linked to an accepted quote, the following come through automatically:
  • All line items with descriptions, quantities, and pricing
  • Client name and email
  • Tax (if configured on the quote)
You can edit a draft invoice before sending. Once sent, the invoice can still be edited, but the scope of the work should reflect what was in the signed quote.