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Contacts
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
View all 7
Suppliers
4
How to add a supplier
How to add an employee/director
How to merge a supplier
How to archive or delete a supplier
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
View all 10
Statements
1
Customer/Supplier Statements Overview