When you first register for Clear Books as an accountant, you will need to set up the first account as your own Partner account. You can use this Partner account to keep your own books. If you would like to pay for client accounts, you must add a subscription to your Partner account. The payment method that you choose to use to pay for your Partner account will then be used each time you add a subscription on your client accounts.
The date on which you add a subscription to your Partner account will determine the date on which you will be charged for all monthly client subscriptions. However, the first month will be pro-rated appropriately.
To learn how to add new client accounts please click here.
When you are ready to pay for your client account, log in to your client account and head to the Home > Subscriptions menu.
If you have a discount code please apply this using the form at the top of the menu (or this can also be added on the checkout screen in Step 3).
Using the radio buttons, select the plan you would like to use on your Client account (for either Accounting or Payroll) and hit the Confirm and pay button.
You will then be taken to the check out screen. Hit the Pay button to confirm adding the client subscription.
For additional help, click here to view all our training options.
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