Emails
Clear Books can send a reminder email automatically to a customer for overdue invoices. Step 1. Navigate to Contacts > Emails > Email Settings to...
Tue, 28 Nov, 2023 at 3:30 PM
The email history shows a list of all your emails sent via Clear Books. Step 1. Navigate to Contacts > Email > All emails On the list o...
Tue, 28 Nov, 2023 at 3:36 PM
Clear Books can automatically send an email to a customer when a new invoice is generated. Please Note: Unless the day delay setting is set, emails...
Tue, 28 Nov, 2023 at 3:41 PM
Customer reminder settings will only be available if one or all of Auto sender, Auto prompt or Auto reminder have been enabled in Contacts > Emails > ...
Tue, 28 Nov, 2023 at 3:42 PM
To be able to use your logo, you must have it hosted online. In this example, I will be using the Clear Books logo which is hosted on our website within the...
Thu, 24 Jun, 2021 at 2:44 PM
Email templates are the messages that are displayed for email types within Clear Books. You can view and edit the templates on the Contacts > Emails >...
Mon, 14 Nov, 2022 at 3:23 PM
There are three ways of adding attachments to emails. You can add up to 5 global attachments which will appear as an option each and every time email a...
Thu, 24 Jun, 2021 at 2:52 PM
Clear Books can send a prompt email automatically to customers for invoices that are due for payment. Step 1. Navigate to Contacts > Emails > Ema...
Thu, 24 Jun, 2021 at 2:53 PM