Customer Statements

Question asked by Anna Adamson 6 months ago

Hi, I am trialling ClearBooks at the moment . When I have tried to send a statement to a dummy customer I have set up with my email address, when you open the PDF file attached it asks you to log in to view the file, although the URL link to the statement works perfectly - is this just something with our trial version as I have not linked up our SMTP server or would our customers have to create an account to view the PDF documents?

Thank you, Anna

1 Reply

Hi Anna,

There should be no login request on the links to my knowledge. I would advise emailing contact support with a screenshot of the issue and we can look into this further.

All the best,


Reply to this question

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are