What is ClearFacts?
ClearFacts is an online platform designed to collect all your sales and purchase invoices so they can be digitally sent to and processed by your accountant. It also offers a digital archive for all your accounting documents and functionality for near real-time collaboration with your accountant. By setting up a connection with ClearFacts from EenvoudigFactureren, you can send your sales invoices directly to your accountant. To use ClearFacts, your accountant must be registered on the platform.
If you do not yet have a ClearFacts account, request one from your accountant.
Setting up this connection is only possible with a Pro subscription or higher.
Connecting ClearFacts
To set up the connection with ClearFacts, you need a ClearFacts account. If you do not have one yet, you can request it through your accountant.
Once you have a ClearFacts account and know your username (email address) and password, you can establish the connection by going to “Modules” > “ClearFacts” > “Set up connection.” This setup only needs to be done once.
Here, enter the VAT number of your company for which you have a ClearFacts account.
Once you have entered the VAT number and clicked ‘Connect,’ you will be briefly redirected to the ClearFacts website where you can enter your username and password for ClearFacts.
After a successful connection is established, you can start sending invoices to your accountant.