Clear Books

Clear Books can send a reminder email automatically to a customer for overdue invoices. Step 1. Navigate to Contacts > Emails > Email Settings to...

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...

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...

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 > ...

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...

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 >...

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...

Clear Books can send a prompt email automatically to customers for invoices that are due for payment. Step 1. Navigate to Contacts > Emails > Ema...

By default, when you activate an invoice email to go to your customer from Clear Books, the email provides a link to the customer's online statement fro...

Following payment of invoices and bills, Remittance advice type emails can be sent to customers and suppliers. The wording for each can be seen and edited v...