Help for business clients

Placements, remittances, reports, and managing your team.

• Reading your remittance statementHow to read the remittances list, the PDF statement, and the reconciliation CSV.
• Client portal overview & first sign-inWhat the ClaraPay client portal is, how to sign in, and what you will find on the dashboard.
• Reports: the four built-in viewsCollections, Aging, Payments, and Status — what each canned report answers and how to export it.
• Placing accounts with ClaraPayHow to send new accounts for collection: portal upload, SFTP, and fixing rejected rows.
• Tracking your placed accountsUsing the accounts list and account detail to follow balances, statuses, and payments.
• Building custom reportsMetrics, groupings, filters, and saved reports in the custom report builder.
• Fees & billing: where charges appearHow contingency pricing shows up in the portal — on remittance statements, not invoices.
• Recalling an accountHow to pull accounts back out of collection, and what happens after you submit a recall.
• Your compliance view: disputes and performanceWhere to see consumer disputes on your portfolio and how ClaraPay is performing against targets.
• Your documents libraryWhere signed agreements, compliance artifacts, and onboarding materials live in the portal.
• E-signing your agreementsHow electronic signature works for your collection services agreement and related documents.
• Messaging your ClaraPay teamHow the secure message inbox works, and why it beats email for account questions.
• Notifications: your catch-up viewWhat the notifications page covers and how to use it to stay current on portfolio events.
• Business profile & settingsWhat you can edit yourself in settings, and which changes go through your account team.
• Managing your team's seats & rolesInviting colleagues, choosing roles (owner, admin, analyst, viewer), and deactivating access.
• Onboarding checklist & go-liveEvery step between applying and having a live portfolio, and what each step is for.
• Client portal FAQQuick answers to the questions client teams ask most.