Customers

How to add multiple contacts to a customer
You can add new customers individually or by importing in bulk. This guide explains how to add contacts to an existing customer. Step 1. Head to the Co...
Fri, 22 Jun, 2018 at 1:09 PM
How to create a contact that is both a customer and supplier
It is common that a contact can be both a customer and a supplier, in which it will need to be updated in Clear Books so that the contact appears in the dro...
Thu, 28 Jun, 2018 at 11:30 AM
How to merge a customer
From time to time you might accidentally duplicate a customer which can cause confusion when it comes to creating a new invoice or allocating an invoice to ...
Thu, 21 Jun, 2018 at 3:15 PM
How to archive or delete a customer
Archiving a customer removes them from any drop down lists, but retains all their history.  Alternatively, if the Customer has no transactions associated wi...
Thu, 21 Jun, 2018 at 3:15 PM
How to edit an existing customer
In instances where your customer has changed their personal details, you are able to update their records in Clear Books to ensure that invoices display the...
Thu, 28 Jun, 2018 at 11:22 AM
How to add a new customer
There are options to add new customers when explaining a receipt on a bank statement or creating an invoice, however, the guide below explains how to create...
Thu, 21 Jun, 2018 at 3:15 PM