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How to complete your organisation or company details

Quick step guide

  1. Navigate to Home > Settings

  2. Fill in the details of your company

  3. Click Save changes

Company details are stored on the Organisation Settings page together with your invoicing, accounting and system preferences.

Step 1.

Step 2.

Fill in your company details; below is a break down of each of the sections that need to be filled in about your organisation.

What the fields mean

Organisation
Name of company or organisation

Type
Select the type of organisation you are setting up Clear Books for.

Industry
Select the organisation’s industry.

Company Number
Enter the company number.

Contact Name
Enter the company contact name.

Make sure you fill in your trading details correctly as these will appear on your invoices.

Registered address
If your registered address is different from your trading address please enter it here. This will appear at the bottom of your invoices.

Step 3.

Check details are entered correctly and click the Save Changes button.

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Clear Books is proudly registered with the Financial Conduct Authority as an Account Information Services Provider (register no. 843585).