Clear Books

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...

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...

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 ...

Archiving a customer removes them from any contact drop down lists, but retains all their history.  Alternatively, if the Customer has no transactions assoc...

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...

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...

Table of Contents 1. Introduction 2. Add a Customer Credit Limit 3. Invoice Credit Limit Notifications 3.1 Creating an invoice that exceeds credit li...

In addition to setting up suppliers on the Contacts menu, you can import a list of your suppliers from a CSV file. Step 1. Navigate to Contacts > Su...

A supplier can be set as a employee/director, this guide explains how to do this. Once the employee/director is added, they will be listed on the expenses m...

From time to time you might accidentally duplicate a supplier which can cause confusion when it comes to creating a new bill or allocating a payment to a bi...