Custom Email Templates
Navigate to Sales > Email
You have the following options.
Settings: Manage the various types of automated emails available (reminder, prompt, sender).
Template: Edit templates that let you control the introduction and signature on your emails.
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).
Clear Books switches to Fubra Passport log-in system
Clear Book is introducing the Fubra Passport log-in system for secure access to Clear Books. All new sign ups will need a Fubra Passport to open a Clear Books account. Existing users will still be able to log in with our old system, and will be migrated over to the Fubra Passport in the coming weeks.
The Fubra Passport is a central log-in system managed by Fubra (who co-own Clear Books). There are a number of reasons why we are switching to the Fubra Passport. 
Accrual Dates and Flat Rate VAT Scheme
Here is a list of new features and updates released today.
Accounting
- Accrual Dates: In Organisation Settings accrual dates can be switched on for advanced users. This reveals an additional field on invoice forms which allows invoices to be accrued in different accounting periods to the invoice date.
- Flat Vat Rate Scheme: Changes in rates for the flat rate vat scheme are now supported. In Organisation Settings it is possible to set dates and applicable vat rates. These are then applied to sales invoices when running the VAT report to determine the total VAT owed to HMRC.
- Account Codes Standard account codes have been added to the preset defaults including Inventory and Long-term debt. Account codes can now be fully managed to set the associated vat rate and whether to display the code on drop down lists for sale items or purchase items. Defaults are set so you do not have to worry about this.
- Construction Industry Scheme The process for allocating cash to underlying transaction accounts has been improved.
PDF Invoice Template
- New PDF Invoice Template
- Getting Started
- Note on Updates
New PDF Invoice Template
Our new pdf invoice template has been integrated into Clear Books. We wanted a professional invoice design that was conservative on ink usage. The invoice retains features of our previous invoice template such as a bespoke company logo and contact details, option to display payment details, and all necesary fields for a valid VAT invoice.
Re-create Bank Statements
Software Update
A bank statement can be re-created in Clear Books manually. This is useful if your bank has a cut off point for bank statement downloads i.e. you can only download statements as far back as say a month.
With no bank statement file to upload and import into Clear Books, it is therefore necessary to enter all historic bank statement transactions manually.
Once a bank statement is re-created it is managed in the same way as an imported bank statement.
System Navigation
Money > Import Statement