Downtime Planned Between 7-8pm Monday 24/08/09
We plan to be down for about 10 minutes between 7 and 8pm on Monday 24 August 2009. We are moving to a faster db server.
Sorry for any inconvenience.
Automatically Send Emails When An Invoice Is Created
Clear Books can automatically send an email to a customer when a new invoice is generated. Toggle on “Automatic Email Senders” in Settings > Toggle Features.
Navigate to Sales > Email > Auto Sender to set up your sending options.
If an email has never been sent to inform a customer about a particular invoice then at 8am every morning any emails that need to be sent will automatically go.
Opt Out
To opt specific customers out of this automatic feature view their customer details and select “Opt Out” under “Invoice Created Notification”
Customer & Supplier Invoices v System Invoices: INV, PAY, REC
Sales Invoices
Previously we had one invoice prefix, INV, that was used for all sales transactions i.e.
- Invoices created for customers and
- System invoices created from a payment received
To make the distinction between a proper invoice raised for a customer and a system invoice, we have introduced the prefix REC. REC is used to reflect payments received (sales, interest income, other income) for which no invoice exists in the system.
The double entry for REC invoices does not now both debit and credit the trade debtors ledger, an entry that was not needed as the net effect is zero.
Purchase Invoices
The same approach has been taken for purchases. Payments made with no corresponding invoice are now attributed the prefix, PAY.
Summary
This approach for both sales and purchases will cut out unnecessary accounting entries and will make it clearer to users, accountants and bookkeepers the source of an invoice (i.e. whether created by the user or created by virtue of money paid/received).
How Partner Accountants and Bookkeepers Add A New Client
Partner bookkeepers and accountants can set up new clients in Clear Books by navigating to the “new client” menu option and entering the client name to add.
The client will then need to be registered in the same way that all new businesses are registered on Clear Books; by completing standard sign up details such as VAT scheme.
How Partner Accountants and Bookkeepers Invite Clients Into Client Accounts
Partner bookkeepers and accountants can invite clients or users into a client’s account in Clear Books.
This is done by switching to the client’s account and navigating to the invite user menu option. The client’s email address is entered to send them an invite email into the account.
Double or Quits – online accounting offer extended
We had a fantastic last minute response to our goal of reaching 50 customers in our first subscription month. We actually surpassed our target with one to spare so I won my bet!
Continuing the theme we are launching a “Double or Quits” extended offer. It’s the same deal as before, 5 pounds per month for the first six months on our premium package, but our existing subscribers also benefit so please read on.
The “Double or Quits“ extended offer means that we will keep running the offer every month that we double our new subscribers. That means the target for August is 100 new paying customers. Every company who subscribes in August will be entitled to the offer. However, if we don’t reach our target by the end of the month then the offer will end.
Current subscribers benefit too. For every month we keep rolling over the offer, we will also extend your subscription by a month. If we reach the 100 target this month current subscribers will be entitled to seven months at 5 pounds per month instead of six.
If each new subscriber mentions Clear Books to two people who sign up then potentially the offer could run indefinitely so please help us out to help you out and tell some people or blog about us 
Thanks
Tim