Email

How to email a sales invoice to a customer
Email invoices to customers from a Clear Books account. Step 1. Navigate Sales > Invoices > All. Step 2. Click on Manage under the Opti...
Fri, 21 Feb, 2020 at 12:13 PM
How to invoice different contacts
When creating a customer, you can add as many different contacts (name and email address) as you like. Once the Invoice Multiple Contacts feature is enabled...
Tue, 18 Feb, 2020 at 11:02 AM
How to attach a PDF copy of the invoice to an email
By default, when you activate an invoice email to go to your customer from Clear Books, the email provides a link to the customer's online statement fr...
Fri, 21 Feb, 2020 at 12:17 PM
How to mark an invoice for delivery by hand or by post
For some customers or accounts, emailing invoices might not be appropriate. Here's how to mark an invoice to show an alternative delivery method. Step...
Fri, 14 Feb, 2020 at 3:04 PM
How to send remittance advice emails
Following payment of invoices and bills, Remittance advice type emails can be sent to customers and suppliers. The wording for each can be seen and edited v...
Fri, 14 Feb, 2020 at 3:05 PM