Every new Cleo Pay account starts with payments turned off. To turn them on, finish your setup, wait for your business to be verified, then book a quick call with our team using the Book a call button in the app. We turn payments on after the call. You can set up the rest of your account in the meantime.
What the banner is telling you
The banner at the top of your dashboard shows the step you're on. They come in this order.
| Banner | What to do |
|---|---|
| "Finish your setup to start sending and receiving payments." | Click Finish setup and add your business details. |
| "We're verifying your business. Payments turn on once that's done." | Nothing. Most reviews clear within minutes. |
| "We need a few more details to verify your business." | Click Fix and complete the items listed. See Why did my business verification fail? |
| "Book a quick call to turn on payments." | Click Book a call and pick a time. |
Only admins see Finish setup and Fix. Everyone else sees "Ask an admin to finish setup". Once payments are on, the banner goes away.
Booking the call
Click Book a call on the banner. It opens our booking page in a new tab, where you pick a time that suits you. Anyone on your team can book it, not only admins.
You'll also find Book a call in two other places:
- The "Turn on payments" window. It opens if you try to pay before payments are on. It says "Payments aren't turned on for this account yet. Book a quick call with our team and we'll turn them on." Click Not now to close it.
- The "One last step: turn on payments" message at the end of setup, if you see it.
What you can do in the meantime
You can set up your account while you wait. Add your bank, invite your team, add bills and vendors, and draft invoices.
These wait until payments are on:
- Paying bills, including scheduled payments
- Emailing invoices to your customers and turning on payment links
- Moving money into or out of your Cleo Pay balance
If you try one of these before your details are in or verified, you'll see "Finish your setup first". After that, you'll see the "Turn on payments" window.
If payments were on and now they're off
If your account already sent payments and now shows "Turn on payments" with "Payments are off until a quick call with our team", click Book a call or email support@cleo-pay.com. If the Verification page under Settings says "Verification is paused", email support@cleo-pay.com and we'll help you restore it.
Still stuck?
If you had the call and payments are still off, email support@cleo-pay.com with your business name and the day of your call.
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