Optimize your reconciliation and simplify supplier management. With the Invoices module, Clara connects directly with the SAT to provide total visibility of your received vouchers, eliminating manual work and preventing errors in your financial control.
Key Benefits
Comprehensive Visibility: Access and filter all your SAT invoices in one place. Download enriched reports and consult detailed historical records.
Efficient Processing: Integrate beneficiary data directly from invoices and manage your payments in just a few clicks.
Proactive Control: Automatically track payment status and receive alerts for invoices already settled with Clara cards, avoiding duplicate payments.
How to Enable Access for My Team?
Administrators can grant specific permissions by following these steps:
Go to Team and select the employee.
Click on Edit Role.
Check the Invoices box.
The user will see the new module in the Management section of the main menu.
Understanding Payment Statuses
For flawless management, the system assigns and allows modification of each invoice's state:
| Status | Meaning / Origin |
|---|---|
| Under review | Default status for every new invoice received from the SAT. |
| Paid (Automatic) | The invoice was settled via Clara Payments or identified in a Clara card transaction. |
| Paid (Manual) | Marked by the user after settling it through a method external to Clara. |
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