Clear Books Support

Getting Started 6

• Clear Books Guide 1/5 - Changing your VAT scheme
• How to create an invoice (Video)
• Clear Books Guide 2/5 - Changing and adding reporting periods
• Clear Books Guide 3/5 - Automating invoicing - emails and reminders
• Clear Books Guide 4/5 - Invoice preferences and presets

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Accounting tip videos 7

• An introduction to Value added tax (VAT) - video
• An introduction to Profit and Loss statements - video
• An introduction to invoice financing - video
• An introduction to cashflow forecasts - video
• The difference between overdrafts and loans - video

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Clear Books Micro 1

• Clear Books Micro Overview Video

CIS 5

• How to toggle on CIS
• How to create a CIS Subcontractor
• How to create a bill with CIS deductions
• How to create a sales invoice with CIS deductions
• How to verify subcontractors

Explaining transaction on the Bank Explain screen 7

• How to explain Bank Charges on the Bank Explain screen
• How to create an INV/PUR prefixed invoice on the Bank Explain screen
• How to add a Refund on the Bank Explain screen
• How to explain a receipt with no invoice on the Bank Explain screen
• How to reconcile a paid invoice on the Bank Explain screen

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The Bank Explain screen 3

• How to recreate a statement
• How to reach the Bank Explain screen using Manage money
• How to import a CSV statement