Paypal can be used to collect payments from customers. An internet bank account for Paypal must be set up first.

Step 1.


Navigate Money > Bank accounts.


Step 2.


Click on the Add account button.


Step 3.


Select Internet payments account from the menu.


Step 4.


Enter the details of the Paypal account. Make sure to select Yes in the Show payment button drop-down box and hit the Save button.



The Paypal button will now appear beside all unpaid invoices on the full statement link. This link is sent within all invoices and customer statements by default.


To preview how the Paypal button appears on the statement link, head to Contacts > Customers and click on the amount currently due for any customer with an outstanding balance:



Click on the Full (this view) link to view the statement sent to your customer in emails.



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 support@clearbooks.co.uk.


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