See transactions with invoices

How can I filter and view only transactions that currently have an invoice associated?

It's easy! Enter Clara's web platform and follow the steps below:

  1. Go to the Transactions section.
  2. In the top menu, where it says Invoice, click and choose Associated.
  3. Choose a date range
  4. And download the invoices in the upper right button: Download Invoices
  5. It's even possible to Export transaction information for the period you specify.

That's how easy it is to get your invoices and transactions in Clara.

To view transactions that still don't have an associated invoice, follow the same procedure:

  1. Go to the Transactions section.
  2. In the top menu, where it says Invoice, click and choose Not Associated.
  3. You'll be able to see transactions that don't have an invoice and either upload them manually or associate them through your connection with Clara and SAT.

If you have any further questions, please let us know. We're always here to support you!

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