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
Help Article
Automatically send emails when an invoice is created
Links
Steps
1. Set up email preferences in Email Settings
2. On explain transaction page click Refund tab
3. Enter details of refund and click Create Transaction
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).
Adding a new client to Clear Books as an Accountant or Bookkeeper
Help Article
Adding a new client to Clear Books as an Accountant or Bookkeeper
Links
N/A
Steps
1. Go to the Partner section within Clear Books
2. Select Add Client
3. Enter the clients business name and register the business
4. Invite the client into their account from Home > Users
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