Receiving Paypal payments
Help Article
Receiving Paypal payments
Links
Steps
1. Navigate Money > Banking
2. Add an Internet payment account
3. Enter PayPal details in add new account details
4. Create an invoice
Switch From Old Clear Books Log-in To Fubra Passport Log-in
Clear Books uses the Fubra Passport to manage its secure log in.
This tutorial shows how our early users can switch from the original Clear Books log in system to the new Fubra Passport.
Create a multi-currency invoice
Help Article
Create a multi-currency invoice
Links
Steps
1. Navigate Settings > Toggle Features
2. Turn on Beta Features click Confirm Changes
3. Turn on Multi-Currency click Confirm Changes
4. Navigate Sales > Invoices click Create New Invoice
5. Enter details of the invoice and select the currency to invoice in
Complete your company details form
Help Article
Completing your company details
Links
Steps
1. Navigate Home > Settings
2. Fill in the details of your company
3. Click confirm changes
Creating an Expense Claim
This video will show you how to create an expense claim. Expenses are used to reimburse employees for costs they have incurred on behalf of the company.
In the example shown Mr Oliver has spent £1.50 on milk for the office out of his own pocket. He needs the company to reimburse him back £1.50 so he submits an expense claim.
Accounting Software Special Offer (£5 per month)
Open For Business
Clear Books is rewarding all beta testers and early adopters with a special opening offer. Clear Books Premium will cost just £5* per month (standard price £15* per month) for the first six months.
Clear Books Premium is our premier price plan including unlimited transactions and unlimited users.
This offer is a special thank you to all our beta testers who have given, and continue to give, excellent feedback which constantly improves Clear Books on a day to day basis.
The offer will be available to all our current users and will also be available to new users for a short period of time. So don’t miss out, sign up now as we’re open for business!
* price excludes VAT
Accounting Software Accredited by The Institute of Certified Bookkeepers
Clear Books online accounting software has been accredited by The Institute of Certified Bookkeepers (ICB).
To find out more about the ICB and to read their review of the Clear Books accounting system please visit Clear Books Software Accreditation.
Validating Clear Books
It was important for us to get Clear Books accredited by the ICB to give our users an independent, third party validation of our accounting system.
Future Accreditations
We intend to take futher steps to independently validate Clear Books accounting software including software accreditation from the ICAEW.
Official Launch
The ICB accreditation has been approved as we gear up for our official launch. The beta sign will be removed shortly.
The Clear Books Team
Take a look at pictures of The Clear Books Team. Move your mouse around to discover our unhealthy penchant for fancy dress.
Recording petty cash transactions and expenditure
Help Article
Recording petty cash transactions and expenditure
Links
Steps
1. Money > Banking
2. Click New Account
3. Set up a new Cash account
4. Enter petty cash transactions via Money In/Money Out or through re-creating a statement for petty cash transactions.
Complete a VAT return
To complete a VAT return in Clear Books navigate to Reports > VAT.
Search for invoices
- From This date will typically be the first day of your VAT period. You can however search for invoices prior to this date that may have been omitted from a prior VAT return.
- Period end This date is the end of your VAT period. For quarterly VAT returns this is the date three months after your From date.
- Return name Enter a sensible name for your VAT return.