Finding Your Way Around

Clorvia keeps a consistent layout everywhere, so once you learn one screen you know them all.

The layout

• Left sidebar — your main menu. Each item (Items, Customers, Invoices, etc.) opens a list of records.
• Top bar — the company switcher, search, and your account menu.
• Main area — the list or record you’re working on.

Working with records (lists)

Most screens show a list — a table of records such as invoices or customers. On any list you can:

• Create a new record with the + / New button.
• Open a record by clicking its row to see and edit every detail.
• Search for a record by name or number.
• Filter to narrow the list (for example, only unpaid invoices).
• Sort by any column (date, amount, name).
• Select multiple records to act on them together — for example, edit several items at once (bulk update).

Deleted something by mistake? Records are not gone forever — Clorvia keeps a recycle/restore option so you can bring deleted transactions back. See your list’s filter for deleted records.

Editing a record

Open any record to edit it inline. Changes save as you go. Related information — like the line items on an invoice, or the invoices for a customer — shows right on the record so you can move between connected things easily.

Searching

Use the search in the top bar to jump to any customer, item, or invoice by typing part of its name or number.

Customising fields

Need to track something Clorvia doesn’t have a field for? You can add your own custom fields to items, customers, and more — see Items & Inventory.

→ Next: set up your business in Companies & Firms.