Send directly

Via ClearFacts, your invoices can be sent directly to your accountant’s accounting software. This eliminates the need to manually retrieve and forward invoices. The invoice is sent as an electronic invoice (e-fff format), and it also includes the printed invoice as a PDF.

Your accountant’s software must be connected to ClearFacts for this to work. It’s best to check with your accountant first.

You can send an invoice individually or in bulk by period, or you can set up automatic sending.

To send an invoice individually, open the invoice in question and click on More actions > Send to accountant.

Note: An invoice can only be sent once. Once sent, you can still make changes to the invoice, but you will need to manually inform your accountant of those changes.

Send individually

To send an invoice individually, open the invoice in question and click on More actions > Send to accountant.

After an invoice is sent, you will receive a notification in the timeline at the bottom of the invoice. This allows you to check whether an invoice has already been sent.

Send in group

To automatically send invoices to ClearFacts, click on “Send to accountant” and select “Automatic sending” to activate this option.

At the scheduled time, invoices that have not yet been sent will be processed and sent in bulk. At the bottom of the page, you can see which invoices have been sent. Even with automatic sending enabled, you can still manually send invoices using one of the previous methods.

Pending invoices are sent at night based on the scheduled time:

- Daily: Every day

- Weekly: Every Monday morning

- Monthly: First day of the month

- Quarterly: First day of the quarter (January 1, April 1, July 1, October 1)

Depending on the invoice status, the invoice will be included for sending:

- Always: Include every invoice

- After 3 days: 3 days after invoice creation (and 3 days after the invoice date)

- Already printed: The invoice has already been printed or sent to the customer, or it has already been fully paid

- Already sent to customer: The invoice has already been sent to the customer or has already been fully paid

- Already paid: The invoice has already been fully paid

To prevent old invoices from being included, specify the earliest invoice date that can be included by selecting “Only with invoice date or later.”