Integrations

How to use the CashFlows integration
The CashFlows integration allows you to pay multiple unpaid bills, imported from Clear Books, for a specific supplier. You will require a CashFlows acco...
Thu, 24 Jun, 2021 at 3:09 PM
How to request a Direct Debit mandate
GoCardless is a Direct Debit payment merchant which will allow you to take payments for invoices within Clear Books. The system will mark these invoices as ...
Thu, 24 Jun, 2021 at 3:08 PM
How to take payment from Direct Debit mandates for invoices
GoCardless is a Direct Debit payment merchant which will allow you to take payments for invoices within Clear Books. The system will mark these invoices as ...
Thu, 24 Jun, 2021 at 3:09 PM
How to take payment from Direct Debit mandates for recurred invoices
GoCardless is a Direct Debit payment merchant which will allow you to take payments for invoices within Clear Books. The system will mark these invoices as ...
Thu, 24 Jun, 2021 at 3:09 PM
GoCardless integration guide
Table of Contents 1. Introduction 2. Toggle on GoCardless in Clear Books 3. Settings 4. Mandates 4.1 Request a mandate from an invoice 4.2 Request ...
Fri, 10 Sep, 2021 at 1:18 PM
How to link existing Direct Debit mandates to customers
GoCardless is a Direct Debit payment merchant which will allow you to take payments for invoices within Clear Books. The system will mark these invoices as ...
Thu, 24 Jun, 2021 at 3:08 PM
How to set up the iPages integration
iPages is a comprehensive eCommerce sales and inventory management solution. They have developed an integration with Clear Books that allows users to export...
Thu, 24 Jun, 2021 at 3:12 PM
How to register and manage your Clear Books account from the Metro Bank App
We’ve partnered with Metro Bank to provide our award-winning accounting software to their business customers. For Metro Bank business account holders, t...
Wed, 5 Jun, 2024 at 1:08 PM
How to add a Paypal 'Pay Now' button to your statements
Paypal can be used to collect payments from customers. An internet bank account for Paypal must be set up first. Step 1. Navigate Money > Bank accou...
Wed, 31 Aug, 2022 at 2:21 PM
How to use the automatic PayPal import tool
This tool automatically imports transactions and can create entities automatically from your Paypal merchant account. This feature supports Paypal business ...
Tue, 28 Nov, 2023 at 3:53 PM