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 the email icon beside the relev...
Thu, 21 Jun, 2018 at 4:06 PM
How to invoice different contacts
Step 1. Navigate to Contacts > Customers. Step 2. Click on the Edit Contact link beside the appropriate customer. Step 3. Click o...
Fri, 6 Jul, 2018 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...
Thu, 21 Jun, 2018 at 4:07 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...
Thu, 21 Jun, 2018 at 4:06 PM