Emails
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 s...
Thu, 24 Jun, 2021 at 2:42 PM
Clear Books can send a reminder email automatically to a customer for overdue invoices. Step 1. Navigate to Contacts > Emails > Email Settings to...
Tue, 28 Nov, 2023 at 3:30 PM
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 o...
Tue, 28 Nov, 2023 at 3:36 PM
Clear Books can automatically send an email to a customer when a new invoice is generated. Please Note: Unless the day delay setting is set, emails...
Tue, 28 Nov, 2023 at 3:41 PM
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 > ...
Tue, 28 Nov, 2023 at 3:42 PM
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...
Thu, 24 Jun, 2021 at 2:44 PM
To be able to use your logo, you must have it hosted online. In this example, I will be using the Clear Books logo which is hosted on our website within the...
Thu, 24 Jun, 2021 at 2:44 PM
Email templates are the messages that are displayed for email types within Clear Books. You can view and edit the templates on the Contacts > Emails >...
Mon, 14 Nov, 2022 at 3:23 PM
There are three ways of adding attachments to emails. You can add up to 5 global attachments which will appear as an option each and every time email a...
Thu, 24 Jun, 2021 at 2:52 PM
Clear Books can send a prompt email automatically to customers for invoices that are due for payment. Step 1. Navigate to Contacts > Emails > Ema...
Thu, 24 Jun, 2021 at 2:53 PM