Clear Books

If a bill is incorrect it can be voided, this will remove it from all financial reports.  However, if a bill has been included on a VAT return you will ...

In cases where you have input the incorrect data on a bill, you are able to edit this as long as it is unpaid. Step 1. Navigate Purchases > Bills. ...

This guide will outline the method on how to create bills, where you can input the required information as per HMRC's requirements. Step 1. Navigat...

Most of the fields are greyed out on a paid bill or part paid bill, the only way to edit these details is to remove the payment(s) and return the bill to th...

In Clear Books, bills can be marked as paid with a few clicks using the Record Payment method. This feature is enabled in Settings > Configure system >...

This process will only work for bills which have been created via the Purchases menu (by default the prefix will be PUR). This will not work for PAY prefixe...

If you have overpaid a bill or sent a duplicate payment, this will need to be recorded on Clear Books as an unallocated payment (payment on account). If...

This process will involve exporting a list of your invoices into a CSV file from Clear Books. You may then have to make a few simple manipulations and addit...

If you have allocated a payment or part of a payment to the wrong bill, you can deallocate the payment, and re-allocate to a another.  However, if you a...

Recurring bills are a great way to automate data processing for expected bills, additionally, you can also automate the payment on occurrence.  Step 1. ...