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Documentation Index

Fetch the complete documentation index at: https://docs.clarely.co/llms.txt

Use this file to discover all available pages before exploring further.

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Client says they paid but the invoice still shows Sent

This is the most common scenario. Clarely doesn’t automatically detect payments — payment happens between you and your client through Venmo, Cash App, Zelle, or whatever method they used. You need to mark the invoice paid manually.
  1. Open the invoice in Clarely
  2. Tap Mark as Paid
  3. Enter the amount received and the date
  4. Tap Save
If the client paid the full balance, the invoice moves to Paid. If they paid a partial amount, the remaining balance shows and the invoice stays in Sent status.

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Client can’t figure out how to pay

The invoice page shows your configured payment handles with tap-to-copy buttons. If a client is confused:
  • Make sure you have at least one payment handle configured in Account → Settings → Business. If none are set up, the invoice page won’t show any payment options.
  • Confirm you’re using the correct Venmo username, Cash App cashtag, or Zelle contact. A single typo means payments go to the wrong place or fail.
  • If the client prefers a method you haven’t set up, add it in Business Settings and resend the invoice.

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Client paid the wrong amount

Record the actual amount received. Open the invoice and tap Mark as Paid. Enter exactly what was received. The invoice will show the remaining balance. Follow up with the client for the difference, then record the additional payment when it arrives. This means the invoice’s public link isn’t resolving. A few things to check:
  1. Make sure the invoice was actually sent — it needs to be in Sent status. Open the invoice and check. If it’s still in Draft, tap Send Invoice.
  2. If the invoice was sent correctly and the link still fails, contact support@clarely.co with the invoice number.

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I need to issue a refund

Clarely doesn’t process payments, so refunds happen through the same app the client used to pay.
  • Venmo — open the Venmo app and send them the refund amount
  • Cash App — open Cash App and send them the refund
  • Zelle — send a Zelle transfer back to their registered contact
After issuing the refund outside Clarely, update the invoice manually to reflect the adjusted amount if needed.

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Partial payment — how to track it

Record each payment separately as it comes in. Each time you receive a payment, tap Mark as Paid on the invoice and enter the amount. Clarely tracks the running total and shows the remaining balance. The invoice stays in Sent status until the full balance is cleared.

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Still stuck?

Email support@clarely.co with your invoice number and a description of the issue.