Managing your funding submissions

On your Clearco Dashboard, you will find the Payments section, here you will be able to view all the business expenses you have submitted for funding.

This table is split up into 7 sections:

• Date Created: The date that you submitted the invoice or cash advance
• ID: Unique identifier provided by Clearco to reference your funding submission
• Vendor: Name of the vendor you have submitted
• Amount: Amount you have submitted for funding
• Due Date: Your selected due date for the submission (Note: Cash advances will be sent to the connected primary bank account once approved)
• Upload Type: Identifies if the upload is an Invoice or Cash advance
• Status: Timeline description

Submission statuses

• Cash in Bank Review - The request is being evaluated by Clearco
• Approved - The request for funding has been approved and is awaiting disbursement.
• Contract Pending Signature - A contract is awaiting a signature from the authorized signatory.
• Contract Signed - The contract has been signed by the requestor, and is awaiting Clearco.
• Payment Processing - The payment is on its way to a bank account.
• Payment Sent - The payment has been completed.
• Cancelled - The request has been cancelled by the user.

Vendor payment statuses

• Payment sent
• Pending
• Success
• Payment processing

How do I download my vendor payment confirmation?

To download the confirmation for vendor payment, once a payment has been sent, you can view/download the payment confirmation by clicking on the line transaction with the Payment Sent status, then click Download payment confirmation.

Cancel a submitted invoice

1. Click Invoice funding in the navigation.
2. Scroll down to Payments.
3. Click on the invoice you would like to cancel.
4. Click Cancel payment.
5. Select cancelation reason.
   • If your reason is different from the option list, click Other and enter reason.
6. Click Yes, cancel this payment.
7. Click Done to complete cancellation, or click Submit a Bill to submit a bill.

Note: A bill can only be canceled before signing a contract. If you have signed a contract and need to cancel a bill, please reach out to our Payment Support team at payments@clear.co.

If you have any questions regarding submissions, please contact our Support team at support@clear.co.