How Do I View Invoices, Receipts and Manage Billing Information?

Billing Contact Types

There are three types of recipients involved with billing communications. Most companies use a single contact for all three, but Clutch can accommodate customized preferences.

Profile Admin (Clutch user)

• Has Edit access for the company profile.
• Submits Client References and manages the Vendor Dashboard.
• Only one user/email can be designated as Profile Admin at a time.
  
  

Customer (Clutch user)

• Manages payment methods in the payment portal.
• The Customer Billing Email defaults to the Clutch user’s email, but you can customize it.
• This email receives automated transaction notifications.
• Only one user/email can be designated as the Customer at a time.

Invoice Recipient(s) (any email addresses)

• Most vendors receive transaction receipts but not invoices.
• If you’d like separate invoice records, email billing@clutch.co.
• Clutch can send invoices to multiple addresses upon request

How Billing Works

• Payment methods are collected during the initial purchase for future transactions.
• To change your default payment method (card on file or ACH), update it in your Vendor Dashboard:
  
  1. Sign in to your account.
  2. Go to the Billing section.
  3. Click Edit Payment Methods.
     
     

Accepted payment methods:

• Card (note: cards carry a 3% fee for monthly investments of $2,000 or more)
• ACH
• Wire transfer (contact billing@clutch.co)

If a team member needs access to add payment details or download invoices, your Profile Admin can add them as a Profile Manager.