Clear Books

Closing a Clear Books account will prevent all subscription charges on the account from recurring. For security, only the main contact on a Clear Books acco...

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...

Reset your Clear Books account if you have been trialling the system and want to start afresh.  Step 1. Navigate Home > Reset account. Step 2....

The subscription menu allows you to change or close your Accounting subscription, add/remove a Payroll subscription, view your billing history and change yo...

Company details are stored on the Organisation Settings page together with your invoicing, accounting and system preferences. Step 1. Navigate Account ...

If you have subscribed to Clear Books via the direct debit payment option, you can update the details of your direct debit payment on the subscription menu....

Clear Books provides a unique email address for each account which you can use to send an email with multiple files. These files can then be attached to the...

When creating an invoice, if you choose to use one of the Clear Books Built-in Themes (from the Settings > Configure system > Invoice themes menu), yo...

All new invited users will be sent an email with a randomly generated password as explained below. Please see our guide on how to invite new users. Step 1....

Clear Books supports multiple users so you can invite your accountant, employees or directors into your account to collaborate on your accounts. You must ha...