Cleo InvoicePay™

Cleo InvoicePay™ offers a streamlined solution for financing invoices directly within the Cleo WebEDI platform. This feature allows businesses to access funds quickly, improving cash flow and financial flexibility. By embedding financing options into your existing WebEDI workflow—and partnering with Kanmon for credit and lending services—Cleo InvoicePay simplifies the process of managing and expediting your invoice settlements, ensuring you have the resources you need to operate efficiently. For more information about Kanmon and support for credit and lending services offered through Cleo InvoicePay, see About Kanmon and Cleo InvoicePay.

Key benefits of Cleo InvoicePay include:

• Receive payment for approved invoices within 24 hours, reducing reliance on extended payment terms.
• Improve cash flow to easily cover operational expenses like payroll, procurement, and logistics.
• Unlock capital for investment in innovation, talent, or expansion—without additional borrowing.
• Maintain strong relationships with buyers, who can keep their preferred payment terms while suppliers benefit from faster access to funds.
• Enhance supply chain resilience by ensuring both buyers and suppliers have the financial flexibility to adapt to changing conditions.

Getting Started with Cleo InvoicePay™

To set up Cleo InvoicePay, your WebEDI user account must be designated as an Owner and have the "Use Cleo InvoicePay™" permission enabled.

Need help?

If you have any questions while setting up Cleo InvoicePay, our team is available to help Monday through Friday, 9 AM to 6 PM ET (excluding bank holidays).

• Email: help@kanmon.com
• Phone: +1 (619) 369-8151
• Chat: Help tab in the UI
  

Setup Steps

1. Permission Check
   In the User Information section, find the permission labeled "Use Cleo InvoicePay™".
   This setting is disabled by default—select it to proceed with setup.

   

2. Owner Designation
   To initiate company-level setup, your account must be explicitly assigned the Owner role.
   By default, users enabled for Cleo InvoicePay are assigned the Operator role, which permits invoice financing but does not grant setup access.
   To proceed, check the box labeled "Allowed to sign up company...". This will assign you the Owner role.

   

3. Initiate Setup
   Once your account is designated as an Owner, return to your Home screen and click the Cleo InvoicePay Get Started button. Fill out the form and submit it to proceed with setup.

   

4. Setup completion
   Once setup is complete, a "Finance" button will appear for individual invoices, enabling you to begin financing your invoices using Cleo InvoicePay.

   

About Kanmon and Cleo InvoicePay

Kanmon is the trusted financing partner that powers Cleo InvoicePay. All credit and lending activities associated with Cleo InvoicePay are managed by Kanmon, including loan qualification, consolidation, and refinancing options. Through this partnership, businesses can securely connect their bank or accounting software, access tailored financing offers, and manage repayments directly within the Cleo InvoicePay platform. 

Getting Support

Kanmon also provides dedicated support for credit and lending activities associated with Cleo InvoicePay, Monday through Friday, from 9 AM to 6 PM ET.

• Email: help@kanmon.com
• Phone: +1 (619) 369-8151