Email invoices to customers from a Clear Books account. Step 1. Navigate Sales > Invoices > All. Step 2. Click on Manage under the Opti...
Mon, 10 Sep, 2018 at 11:32 AM
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
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
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