Clear Books

Customers 7

• How to add multiple contacts to a customer
• How to create a contact that is both a customer and supplier
• How to merge a customer
• How to archive or delete a customer
• How to edit an existing customer

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Suppliers 5

• How to add a supplier
• How to add an employee/director
• How to merge a supplier
• How to archive or delete a supplier
• Supplier credit limit guide

Emails 10

• Ensuring your Clear Books Emails are not rejected by recipients
• How to send auto reminders
• How to view email history
• How to email customers automatically when a new invoice is created
• How to opt customers in to and out of automatic email settings

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Statements 1

• Customer/Supplier Statements Overview