Step 1.


Click on the Partners module link at the top of the menu.


Step 2.


Navigate to Clients > Add client > Clear Books client.


Step 3.


Enter the client's business name and select the account type.



The client will then need to be registered in the same way that all new businesses are registered on Clear Books; by completing standard sign up details such as VAT scheme.


Screenshot_9


New users can now be invited in to the client account.


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.


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.