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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.

Clarely is built around the way most small service businesses already collect payment — directly through apps like Venmo, Cash App, and Zelle. There’s no card processing, no payment gateway, and no fees taken from your invoices.

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How client payment works

When a client receives an invoice, they open it via the link in the email. The invoice shows your total, balance due, and the payment handles you’ve set up in your account settings. The client pays you directly using whichever method works for them. Once you’ve received the payment, you mark the invoice paid in Clarely.

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Setting up your payment handles

Go to Account → Business Settings to add your payment details:
  • Venmo — your Venmo username (without the @ symbol)
  • Cash App — your Cash App cashtag (without the $ symbol)
  • Zelle — your Zelle-registered email or phone number
You can set up one, two, or all three. Clients see whichever handles you’ve configured and choose what works for them. You can also add a Payment notes field — use this for any additional instructions, like bank transfer details or a note about your preferred method.

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What the client sees

The client opens the invoice link and sees:
  • Your business name and logo
  • The invoice total and balance due
  • Your configured payment handles with tap-to-copy buttons
  • Any payment notes you’ve added
There’s no card entry form. Payment happens outside Clarely, through the app or method the client chooses.

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Recording payment

Once a client pays, open the invoice in Clarely and tap Mark as Paid. Enter the amount received and the date. Clarely updates the balance and moves the invoice to Paid status when the balance reaches zero. If a client pays in multiple installments, record each one separately. The invoice stays in Sent status until the full balance is cleared.
Marking an invoice paid in Clarely is for your records only. It doesn’t process or move any funds — payment happens directly between you and your client.

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Partial payments

Clarely tracks partial payments. If a client pays a deposit or partial amount, record it. The invoice will show the remaining balance due and stay in Sent status until fully paid.

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Stripe and your Clarely subscription

Stripe is used for one thing in Clarely: processing your subscription payment to Clarely. It has no role in collecting payments from your clients. Your Clarely plan is billed to the card on file for your account — your clients never interact with Stripe.