The CashFlows integration allows you to pay multiple unpaid bills, imported from Clear Books, for a specific supplier.

You will require a CashFlows account to utilise this integration.

Step 1.

Navigate to Contacts > Suppliers.

Step 2.

Click on the Add supplier button.

Please note: If you have already created a supplier in Clear Books you can edit the supplier and continue from step 3.

Step 3.

Fill in the basic information of the supplier.

Step 4.

After completing the basic information click on the Suppliers bank details link in the box to the right.

Step 5.

Fill in the following details: Bank name, Account name, Account number and Sort code. Hit the Save button to complete.

Step 6.

Create a new bill for the supplier.

Step 7.

Login to your CashFlows account.

Step 8.

Click on the Make a payment link in the box on the right-hand side.

Step 9.

Click on the Batch Payments Tab.

Step 10.

Click on the Import from Clear Books button.

Step 11.

Tick the checkbox beside the appropriate batch import ID from Clear Books and fill in your CashFlows password and the appropriate CashFlows payment password characters. Hit the Process button to make payment.

Please note: Click on the Batch ID number to view all the payment amounts.

Technical support is available from Monday to Friday, 9 - 5.

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