Clear Books

If you don't have all the details of an invoice to hand or you need invoices verified by someone senior before they can be approved, you can choose to s...

In Clear Books you can account for bad debt relief on invoices by using our write off feature. When an invoice is written off, the system creates a bad debt...

A discount percent can be applied to the total value of an invoice using our discounts feature, or if you need to discount a particular line of an invoice y...

Email invoices to customers from a Clear Books account. Step 1. Navigate Sales > Invoices > All. Step 2. Click on Manage under the Opti...

When creating a customer, you can add as many different contacts (name and email address) as you like. Once the Invoice Multiple Contacts feature is enabled...

For some customers or accounts, emailing invoices might not be appropriate. Here's how to mark an invoice to show an alternative delivery method. Step ...

By default, when you activate an invoice email to go to your customer from Clear Books, the email provides a link to the customer's online statement fro...

Following payment of invoices and bills, Remittance advice type emails can be sent to customers and suppliers. The wording for each can be seen and edited v...

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

The payment slip of an invoice can show details for your customers to be able to pay by cheque. If you do not want your customers to pay by cheque, you can ...