The Clear Books invoicing integration lets you sync invoices generated in Property Inspect to your Clear Books account.
Once connected, you can choose how invoices are created, which date is used, when invoices are due, and whether payments should sync.
Looking for another Invoicing Integration guide?
This guide is part of our Invoicing Integrations collection. You may also find these helpful:
Before You Start
Before connecting Clear Books, make sure:
You have an active Clear Books account.
You have access to Settings > Integrations in Property Inspect.
The Invoices feature is enabled on your Property Inspect account.
Your Clear Books account has a bank account configured.
If you want to sync payments, your Clear Books invoices must use a status that can accept payments.
Property Inspect must be able to generate invoices before invoices can sync to Clear Books. If the Invoices feature is not enabled, inspection invoices will not be generated and there will be no invoice to send to Clear Books.
If you cannot see Clear Books in your integration options, please contact Support.
Getting Connected
To connect Clear Books:
Go to Settings.
Select Integrations.
Find Clear Books.
Click Connect.
Follow the Clear Books prompts to authorise the connection.
Once connected, return to Property Inspect and review your Clear Books invoice settings.
Once connected, Property Inspect can sync generated inspection invoices to Clear Books based on your selected invoice settings.
ℹ️ Click on the How do I find my API key? button to more information on how to retrieve your details.
Clear Books Settings
Once Clear Books is connected, you can manage how invoices sync from Property Inspect to Clear Books.
Setting | What This Means |
Choose whether invoices are created individually, weekly, or monthly. | |
Choose whether the invoice uses the inspection Conduct Date or Completion Date. | |
Choose how many days after the invoice date the invoice is due. | |
Choose the status invoices should be created as in Clear Books. | |
Choose whether payment information should sync with Clear Books. | |
Choose which Clear Books bank account invoices should sync to. This list comes from the revenue accounts configured in your Clear Books account. | |
Choose whether zero-value invoices should sync to Clear Books. |
Invoice Frequency
Invoice Frequency
The Invoice Frequency setting controls how invoices are created and sent to Clear Books.
Frequency | What This Means | When The Invoice Is Sent |
Individual | A single invoice is created for each inspection. | The invoice is sent the following day at 7am. |
Weekly | One invoice is created for a client’s inspections from the previous week. | Weekly invoices are sent every Monday at 7am. This covers the previous Monday 00:00 to Sunday 23:59. |
Monthly | One invoice is created for a client’s inspections from the previous month. | Monthly invoices are sent on the 1st of the month at 7am. This covers invoices marked Cancelled, Complete, or Closed in the previous month. |
Invoices can sync when a report is marked as:
Cancelled
Complete
Closed
Invoice Date
Invoice Date
The Invoice Date setting controls which inspection date is used as the invoice date.
Option | What This Means |
Conduct Date | Uses the date the inspection was conducted. |
Completion Date | Uses the date the inspection was completed. |
Invoice Due Date
Invoice Due Date
The Invoice Due (days) setting controls how many days after the invoice date the invoice is due.
Available options are:
7 days
14 days
30 days
45 days
Create Invoices As
Create Invoices As
The Create Invoices as setting controls the status used when invoices are created in Clear Books.
For payment syncing, Clear Books invoices should be created as Approved or Paid.
If an invoice is created as Draft in Clear Books, payments cannot sync to it.
Sync Payments
Sync Payments
The Sync Payments setting controls whether payment information syncs with Clear Books.
For Clear Books, payments can sync for Approved or Paid invoices.
To sync payments successfully, your Clear Books account must have a bank account configured.
If payments are not syncing, check that:
Sync Payments is switched on in Property Inspect.
The invoice is Approved or Paid in Clear Books.
Your Clear Books account has a bank account configured.
The invoice has not already been paid in full in Clear Books.
Bank Account
Bank Account
The Bank Account dropdown shows the bank accounts configured in your Clear Books account.
Select the revenue account that you want Property Inspect invoices to sync to.
If the expected revenue account is not listed, check your Clear Book account settings first.
Sync £0 Invoices With Clear Books
Sync £0 Invoices With Clear Books
The Sync £0 invoices with Clear Books setting controls whether invoices with a value of 0 should still be sent to Clear Books.
Switch this on if you still want zero-value invoices to appear in Clear Books for record-keeping.
Switch this off if you do not want zero-value invoices to sync.
Important Invoice Sync Notes
An invoice only syncs once.
Once an invoice has synced to Clear Books, it cannot be de-synced or amended from Property Inspect.
If changes are needed after syncing, you may need to manage those changes directly in Clear Books.
What To Check If Invoices Do Not Sync
If invoices are not syncing to Clear Books, check the following:
The Invoices feature is enabled on your Property Inspect account.
Clear Books is connected in Settings > Integrations.
The correct Bank Account has been selected.
The report is marked as Cancelled, Complete, or Closed.
The invoice has not already been synced.
The correct client is assigned to the inspection.
The invoice frequency settings are correct.
The invoice is due to sync based on the selected frequency.
There are no errors in Clear Books preventing the invoice from being created.
What To Check If Payments Do Not Sync
If payments are not syncing to Clear Books, check the following:
Sync Payments is switched on.
The invoice is Approved or Paid in Clear Books.
Your Clear Books account has a bank account configured.
The invoice has not already been paid in full.
The correct Bank Account has been selected.
If the invoice is still in Draft in Clear Books, payments will not sync to it.
What To Do Next
After connecting Clear Books, review your settings for:
Invoice frequency
Invoice date
Invoice due date
Invoice status
Payment syncing
Zero-value invoice syncing
If different clients need different invoicing rules, you can also manage invoicing settings per client.
ℹ️ For more information, see: Managing Client-Specific Invoicing Settings
Need Help?
If Clear Books is not visible, invoices are not syncing, or payments are not updating as expected, please contact Support.
When contacting Support, please include:
The inspection reference (URL)
The client linked to the inspection
The invoice you expected to sync
Whether Sync Payments is switched on
Any error message shown in Property Inspect or Clear Books
Screenshots/screen-recordings that will help show the issue.