How can I filter and view only the transactions that currently have an invoice linked?
It's very easy. Log in to Clara's web platform and follow these steps:
- Go to the Transactions section.
- In the top menu, where it says Invoice, click and choose Linked.
- You can select a date range.
- You can also download the invoices by clicking the top-right button: Download Invoices.
- You can even Export the transaction information for the period you’ve selected.
That's how easy it is to get your invoices and transactions in Clara.
To view the transactions that do not yet have an invoice linked, we’ll follow the same steps:
- Go to the Transactions section.
- In the top menu, where it says Invoice, click and choose Not linked.
- This way, you’ll see transactions without an invoice, and you can either upload them manually or link them thanks to your connection with Clara and the SAT.
If you have any further questions, please let us know. We're always here to support you!
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