The Contact list on a new invoice only shows businesses you're connected to on Cleo Pay, plus invitations you've sent. A business that invited you shows up once you accept its invitation. A business that hasn't invited you shows up once you invite it from Contacts.
If the business invited you
You're connected once you accept. Until then the business isn't in your list.
- Sign in at app.cleo-pay.com and open Get Paid.
- Look for the banner "[business] invited you to get paid on Cleo." and click Accept. You'll see "You're connected to [business]".
- No banner? Go to Contacts, open the Invitations tab, find the business and click Accept.
- Go back to Get Paid, click New Invoice, and pick the business under Contact.
If you don't see the invitation
Invitations are matched to your account by email address. You'll only see one sent to the email you confirmed on your Cleo Pay account. If the business invited a different address, ask it to invite the address you use with Cleo Pay.
If the business hasn't invited you
Invite it yourself:
- Go to Contacts and click Add Contact.
- Enter the business's name and email address.
- Send the invitation.
The business shows in your Contact list with a "Pending" tag until it accepts.
Still missing?
Email support@cleo-pay.com with the business's name and the email address it uses with Cleo Pay.
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