Settings

iCal Feed
iCal is a standard calendar feed format that allows you to share event data from a calendar system. In Clear Books you can share all the events that are lis...
Thu, 24 Jun, 2021 at 3:48 PM
How to add new account codes
If the default account codes in Clear Books do not go into enough detail for your business then new accounts can be added by following the steps in this gui...
Thu, 24 Jun, 2021 at 3:46 PM
How to add new account types
You can create new account types when creating a new accounts. Currently, the account types of all accounts cannot be edited once set, so when creating ...
Thu, 24 Jun, 2021 at 3:46 PM
Account codes guide
Table of contents 1. Introduction 2. Account Codes 2.1 Account code menu options 2.2 Create account codes 2.3 Create account types 1. Introducti...
Fri, 10 Sep, 2021 at 1:12 PM
How to edit accounts
Account codes are the nominal accounts which make up your chart of accounts. This guide explains how to edit the details of an account code. It is not p...
Thu, 30 Nov, 2023 at 2:55 PM
Transaction prefixes and numbering
Clear Books has two broad categories of invoices: Sales Invoices and Bills (Purchase Invoices) with the former being those that you send to customers and th...
Thu, 24 Jun, 2021 at 3:48 PM
How to edit an Invoice Theme
Invoice themes determine how the invoice PDF looks.  Please click here to learn how to create an invoice theme using our basic tools. Please click here ...
Thu, 24 Jun, 2021 at 3:47 PM
How to create an advanced invoice theme
If you would like to personalise your invoice theme further than the standard settings, you can use our advanced editor to do this via CSS. We only recommen...
Thu, 24 Jun, 2021 at 3:47 PM
How to create a basic invoice theme
You can view and choose to use one of our built-in theme designs or, as this guide explains, you can create your own custom theme.  Creating a basic inv...
Wed, 30 Nov, 2022 at 4:06 PM
Invoice themes guide
Invoice themes determine the look of your invoice PDF, for example, you can add a logo, payment advice text, change fonts, change table colours and a whole ...
Thu, 2 Sep, 2021 at 4:10 PM