Support
How can we help?
Most answers are one WhatsApp message away. If not, a person at Cleva will help.
Get help
WhatsApp Barbara: send help to 07882 721127 for what she and the team can do.
Email: [email protected]. We reply within one working day.
Phone: 0330 043 0554, weekdays 9am to 5pm.
Every command: How to use Cleva.
Getting started
How do my team join?
A Director adds them in the Cleva app (Team page). Each person gets a WhatsApp link with a join code: they tap it and send the message. That's it.
How do I connect Xero?
In the Cleva app, open Team and tap Connect to Xero, then sign in to Xero and choose your organisation. Cleva only drafts bills: nothing posts without an Approve tap.
How do I sign in to the Cleva app?
On WhatsApp, message Barbara LOGIN. She replies with a 6-digit code (enter it at app.cleva.co.uk with your mobile number) or, on your phone, a link that signs you straight in.
How do I send invoices?
Photograph or forward the invoice to Barbara on WhatsApp, email it to your company's Cleva address (shown on the Team page), or connect your Microsoft 365 accounts inbox and Barbara picks invoices up herself.
Common fixes
Barbara says she can't reach Xero
Cleva's connection to Xero has expired or been removed. A Director opens the app, Team > Reconnect to Xero. It takes about a minute and nothing in Xero changes.
Connecting a Microsoft 365 inbox
In the app, Team > Invoice inbox > Connect Microsoft 365 inbox, then sign in with Microsoft. If Microsoft says it needs admin approval, your IT administrator approves Cleva once for your company. Barbara only reads emails with attachments that arrive after you connect, and never sends, moves or deletes anything.
Using Gmail
In Gmail, add your Cleva address as a forwarding address (Settings > See all settings > Forwarding and POP/IMAP), then create a filter that forwards emails with invoices to it. Google sends a confirmation code to the Cleva address: Barbara passes it straight to your Directors by email and WhatsApp.
Barbara didn't reply
Check you're messaging 07882 721127 from the number your company registered. New to a company? Send the JOIN code from your invite first. If she still doesn't answer, email [email protected].
A bill was read wrongly
Tap Reject and the draft is deleted in Xero, then send a clearer photo or the PDF. Nothing reaches your accounts until someone approves it.
Billing
Change plan, add a bot or update my card
A Director opens the app, Billing. Add a bot with one tap, or open the billing portal to change your card or see invoices.
Cancel
In the app, Billing > manage billing > cancel. Your plan runs to the end of the period you've paid for. You can also email [email protected].
Free trial
14 days or 50 invoices, whichever comes first. We remind you before it ends.
Privacy and security
To ask about your data, make a request, or report a concern (for example something sent to the wrong person), email [email protected]. Read our privacy notice, terms, data processing agreement and sub-processors.