Browse help topics
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- How to pay a bill
Open Pay, find the bill and click Pay. Choose your Cleo Pay balance or your linked bank, check the amount, then click Pay. The bill has to be approved first.
- How to pay many bills at once
In Pay, tick the bills you want to pay and click Pay in the bar at the bottom. Pick a default source, change it for any bill if you need to, then click Pay All. Only bills that are awaiting payment can be paid this way.
- How to schedule a payment
When you pay a bill from your linked bank, turn on Schedule for Later and pick a date. You can pick any day from tomorrow up to 90 days ahead, and the payment goes out at 9:00 AM ET that day.
- How to cancel a payment
You can cancel a scheduled payment before its date, and a held payment while the vendor still hasn't accepted your invitation or added a bank. Once a payment is processing it can't be cancelled.
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