Clear Books

iCal is a standard calendar feed format that allows you to share event data from a calendar system. In Clear Books you can share all the events that are lis...

If the default account codes in Clear Books do not go into enough detail for your business then new accounts can be added by following the steps in this gui...

You can create new account types when creating a new accounts. Currently, the account types of all accounts cannot be edited once set, so when creating ...

Table of contents 1. Introduction 2. Account Codes 2.1 Account code menu options 2.2 Create account codes 2.3 Create account types 1. Introducti...

Account codes are the nominal accounts which make up your chart of accounts. This guide explains how to edit the details of an account code. It is not p...

Clear Books has two broad categories of invoices: Sales Invoices and Bills (Purchase Invoices) with the former being those that you send to customers and th...

Reporting Periods Locking a financial year means that no transactions during the specified date range can be created or modified. It is best to do this ...

Reporting periods can be updated at any time and will not affect any existing transactions posted to those periods. Reporting periods set the dates in which...

Invoice themes determine how the invoice PDF looks.  Please click here to learn how to create an invoice theme using our basic tools. Please click here ...

If you would like to personalise your invoice theme further than the standard settings, you can use our advanced editor to do this via CSS. We only recommen...