Your first client in Clawrk: from setup to a reviewed reminder
Set up a bookkeeping practice in Clawrk, add your first client, connect the accounting record, and work through a reminder without losing the context.
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Learn to use Clawrk: add client companies, bring in invoices, approve reminders, and track replies and payment promises across your bookkeeping practice.
A PRACTICAL STARTING POINT
Start with one client and one clear next step.
Follow the step-by-step help centerClawrk brings the work after the invoice into one practice workspace. A client company is the business whose books you manage; its customers are the people or businesses that owe it money. Start with one client so you can check the records and follow an invoice through the whole routine before adding the rest of your portfolio.
- Choose the accounting source. Connect the matching QuickBooks Online company, import an invoice CSV, or enter records for a manual ledger.
- Review one open invoice. Check the remaining balance, due date, customer email, and any reply or payment commitment before preparing a reminder.
- Approve the message, then check its delivery status. Keep the reply and next action with the invoice so a teammate can continue the work.