Allocate a Payment Against an Unpaid Invoice
This video outlines two ways to allocate a payment against an unpaid invoice in Clear Books.
One is to view the system invoice and use the quick pay form which both creates the payment and allocates it against the invoice.
Another is to create a separate payment and then allocate the payment against an invoice as a second step.
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.
Invite Other Users Into Your Account
Clear Books supports multiple users so you can invite your accountant or directors into your account to collaborate on your finances.
This video will show you how to invite other users by email.
Upload a Logo for Tailored Invoices
Clear Books allows you to tailor invoices with your company logo.
This short video shows how to upload an image file and what file types are acceptable.
Create a Recurring Invoice
Recurring invoices can be used to quickly create regular sales and purchases.
This video shows how to set up a recurring invoice template in Clear Books.
Set up Automatic Email Reminders
Clear Books can automatically chase late payments by sending emails to customers who have overdue invoices.
This video shows how to set up automatic late payment email reminders and customise your settings.
Set Up Paypal and Receive Paypal Payments
This video shows you how to add a Paypal bank account to Clear Books.
Once a paypal account is set up customers who receive emailed invoice statements are able to click on a “Paypal Buy” button to pay you for a particular 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
This video shows how to enable multi-currency invoicing on your Clear Books account and how to create a sales invoice in a foreign currency.