Browse help topics
4 articles
- How to submit your W-9
In the Tax Information step, upload your W-9 PDF or type the details in: your legal name, your SSN or EIN, your address and your signature. Cleo Pay checks the name and number with the IRS. You can change them later in Settings.
- I didn't get my email verification code
The code comes from Cleo Pay with the subject Verify your business email for [your business name]. Check spam, wait a minute, then click Resend code. If the address is wrong, click Use a different email. Codes last 24 hours.
- Will I get a 1099 from a business that paid me through Cleo Pay?
A 1099-NEC comes from the business that paid you, not from Cleo Pay. When one is ready, we email you and it appears in your account under Settings, then Tax Forms, where you can download it.
- I can't find my client when creating an invoice
Only businesses you're connected to on Cleo Pay show in the Contact list on a new invoice. Accept the business's invitation, or invite them yourself from Contacts with Add Contact, and they'll appear.
Still need help?
Send us a message and a person on the Cleo Pay team will reply by email.