How payables work
Every payable belongs to a business and is associated with a connection — the established relationship between a payer and a payee. Before creating a payable, both businesses must be connected on Cleo Pay. Payables can be viewed from two perspectives:- Sender (payee): The business that creates and sends the invoice. They see payables in their “sent” inbox.
- Payer: The business that receives and pays the invoice. They see payables in their “inbox” and are responsible for approving and paying them.
Payable statuses
| Status | Description |
|---|---|
DRAFT | The payable has been created but not yet sent to the payer. |
SUBMITTED | The payable has been sent to the payer and is awaiting action. |
APPROVED | The payer has approved the payable for payment. |
DECLINED | The payer declined the payable. |
CANCELLED | The sender cancelled the payable before it was paid. |
PAID | Payment has been successfully processed. |
SCHEDULED | Payment has been scheduled for a future date. |
Key fields
| Field | Type | Description |
|---|---|---|
id | string | Unique payable ID. |
connectionId | string | The connection (payer-payee relationship) this payable belongs to. |
amount | number | Total invoice amount in dollars. |
dueDate | string | ISO 8601 date when payment is due. |
invoiceNumber | string | Your internal invoice reference number. |
memo | string | Optional note to the payer. |
lineItems | array | Individual line items that make up the total. |
attachments | array | File references attached to the invoice. |
customFields | object | Custom fields configured by the receiving business. |
status | string | Current lifecycle status. |
createdAt | string | ISO 8601 creation timestamp. |
Related resources
- Create Payable — create and submit a new payable
- Manage Payables — list, update, approve, and decline payables
- Initiate Payment — pay an approved payable