Add Multiple Contacts to One Client in CloudBooks – New Feature

You can now add multiple contacts to one client. This is much requested feature: Step by Step Instructions Go to the “Clients” tab You will be brought to a list of your Clients Click on the client of your choice Under the “Contacts” section there is a little blue (+) that says “Add new contact” Click on that link Enter your secondary contact’s information (email is required) There is no limit to how many contacts you can add to a...

Get paid easier with Stripe

Get paid easier with Stripe CloudBooks is always looking for easier ways to make running your small business the best way—and a big part of that is helping you get paid faster. I think you heard about Stripe they’re making big waves in the online payment world, they make it simpler than ever before for small businesses to collect payments online. They are one of our featured payment gateways.. Here are a few ways Stripe streamlining the way you collect...