Our Get Paid feature is designed to bring you one step closer to using Cloudfloat as your all-in-one finance platform.
With Get Paid, you can create, send, and collect payment on your business invoices without ever leaving Cloudfloat. Once your customers are connected to your Cloudfloat network, you can automate both inflows and outflows, giving you real-time visibility across your entire cash cycle.
How It Works
Add Your Customer to Cloudfloat
From the main dashboard, navigate to the ‘Customers’ section in the left-hand navigation.
Enter:
Business name
Business email
Contact name
Phone number
The system will automatically search and validate the customer as a legitimate business with a registered ABN.
Generate the Invoice
Once the customer is validated and added, go to the Get Paid section.
Select the customer and enter the invoice details based on the order.
Review & Submit
Double-check all information is accurate.
Submit the invoice, it will be sent directly to the buyer via email.
Customer Payment Options
The buyer receives an email with the invoice details and payment options: Pay in Full or Pay Later with flexible terms.
If they choose Pay Later and are not an existing Cloudfloat customer, they will be prompted to complete our simple 3-step registration process before payment can be processed. See how to register here.
You Get Paid Instantly
Regardless of which option they choose, you receive payment immediately.
Your customer benefits from payment flexibility, while you maintain strong cashflow.
The Key to Unlocking Full Value
The more of your network you bring onto Cloudfloat; suppliers, customers, and partners, the more value you unlock:
Real-time cashflow insights across inflows and outflows.
Automated payment scheduling to smooth working capital.
A single, streamlined view of your business finances to enable growth.
By getting your whole network inside the platform, Cloudfloat becomes more than just a payment tool, it becomes a cashflow optimisation engine for your business.
📩 Need help with using Get Paid? Contact [email protected] and our team will assist you.