It is common that a contact can be both a customer and a supplier, in which it will need to be updated in Clear Books so that the contact appears in the dropdowns when creating an invoice or bill. 

Step 1.

Navigate to Contacts > Customers.

Step 2.

Click on the Add customer button. 

Step 3.

Make sure you are on the Basic information menu and fill in the required fields i.e Customer. Fill in any other appropriate fields.

Step 4.

Next, click on the Preset information link in the box to the left and update the This contact is drop-down box to A Customer and Supplier.

Step 5.

Hit the Save button to complete.

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

How to contact support within Clear Books

We also welcome you to 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.