Getting started

5 articles

• How do I set up my Cleo Pay account?

  Sign up at app.cleo-pay.com, create a full business account, pick a plan, then follow the setup steps: business name, business details, beneficial owners, email, bank account and team. You can skip most steps and finish them later.

• What do I need to verify my business?

  You need your business type, legal name, tax ID (EIN, or SSN for individuals and sole proprietors), address, annual revenue, number of workers and fiscal year end. Companies and partnerships also need details for the Account Representative and anyone who owns 25% or more.

• Why are payments turned off on my account?

  Every new Cleo Pay account starts with payments off. Finish setup, wait for your business to be verified, then click Book a call and talk to our team for a few minutes. We turn payments on after the call.

• Why did my business verification fail?

  Verification usually stops because a detail didn't match or a document is needed. Go to Settings, then Verification, and work through the Outstanding items. Each one has its own button, such as Upload document or Update tax ID.

• How do I invite my team and choose their roles?

  Go to Settings, then Team Members, and click Add Member. Enter their email, pick Admin or a role such as Payer or Approver, and click Send Invitation. Each person who joins takes a seat on your plan.