With ClearFacts, you can easily digitise invoices and documents and exchange them securely thanks to an encrypted connection. ClearFacts can prepare invoices as booking proposals in your favourite accounting software. The digital archive can be searched easily and efficiently.
Step 1: Click on Integrations in the submenu under Settings. There you will find an overview of all possible integrations, including those with Clearfacts. Click the ‘Available’ button to continue.
Step 2: In the ‘Email purchase book’, ‘Email sales book’ and ‘Email documents’ fields, enter the three unique email addresses associated with your ClearFacts account. You may leave the ‘Filter by Department’ field blank. Then click add.
Step 3:When you want to forward documents to ClearFacts, click ‘Send’ from the ‘Bookkeeper’ menu. All documents are now correctly imported into ClearFacts.
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