Clear Books

Email invoices to customers from a Clear Books account. Step 1. Navigate Sales > Invoices > All. Step 2. Click on Manage under the Opti...

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...

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...

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...

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...