Company details are stored on the Organisation Settings page together with your invoicing, accounting and system preferences.
Navigate Settings > Organisation > Details.
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
Name of company or organisation.
Select the type of organisation you are setting up Clear Books for.
Select the organisation's industry.
Enter the company number.
Enter the company contact name.
Make sure you fill in your trading details correctly as these will appear on your invoices.
If your registered address is different from your trading address please enter it here. This will appear at the bottom of your invoices.
Check details are entered correctly and click the Save Changes button.
For additional help, click here to view all our training options.
Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at firstname.lastname@example.org.
Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.