Emails

Ensuring your Clear Books Emails are not rejected by recipients
Within Clear Books, you can arrange for emails to be sent to your customers and suppliers with information about new invoices, quotes, purchase orders and st...
Fri, 8 Sep, 2017 at 8:39 AM
How to send auto reminders
Clear Books can send a reminder email automatically to a customer for overdue invoices. Step 1. Navigate to Contacts > Emails > Email Settings to...
Thu, 21 Dec, 2017 at 1:37 PM
How to view email history
The email history shows a list of all your emails sent via Clear Books.  Step 1. Navigate to Contacts > Email > All emails On the list of...
Thu, 21 Dec, 2017 at 1:39 PM
How to email customers automatically when a new invoice is created
Clear Books can automatically send an email to a customer when a new invoice is generated. Please Note: 1. Unless the day delay setting is set, emails ...
Thu, 21 Dec, 2017 at 1:40 PM
How to opt customers in to and out of automatic email settings
Customer reminder settings will only be available if one or all of Auto sender, Auto prompt or Auto reminder have been enabled in Contacts > Emails > ...
Thu, 21 Dec, 2017 at 1:42 PM
How to change placeholders in email templates
Step One: Head to Contacts > Emails > Email Templates. Step Two: The initial landing page outlines all the Placeholders within Clear Boo...
Thu, 2 Nov, 2017 at 10:55 AM
How to send emails with a Yahoo email address
If you would like to use your Yahoo email address as the company address in Clear Books (Settings>Organisation>Details & Tax) to send invoices/bil...
Tue, 8 May, 2018 at 3:53 PM