Clozo Help Wiki
103 articles + 9 compliance references covering every screen, every status, every edge case across the full proposal-to-payment lifecycle.
Quick Start
Welcome to Clozo
Clozo replaces five tools with one — proposals, e-signatures, invoices, payments, and EU VAT compliance — so you can spend your time on client work, not paperwork.
Quick Start
Send your first proposal
From an empty `New proposal` form to a green `Sent` badge on your dashboard, in under 10 minutes.
Lifecycle
The proposal lifecycle, end to end
Every proposal goes through up to nine status transitions, with two actors (you and your client) handing off control along the way. This is the canonical map.
Proposals & Invoices
Creating an amendment (the 4-step wizard)
The amendment wizard at `/proposals/{id}/amend` walks you through line items, reason, preview, and email — in that order. Five minutes for a simple change, ten minutes for a complex one. The client doesn't see anything until you click Send on Step 4.
Configuration
Stripe Connect: enabling card payments end to end
Five minutes through Stripe's onboarding turns on card payments for every future proposal — no extra config, no separate Stripe dashboard to manage, payouts land in your IBAN.
Working with Clients
EU VAT cheatsheet: a one-page reference
A flat lookup table for the five VAT rules, the three small-business regimes, and the standard rates of every EU member state — bookmark and forget about VAT.
Reference
Compliance & Legal
GDPR, EU VAT, eIDAS, GoBD, Peppol — the legal reference for what Clozo does and why. Updated when the directives change.
Security note
Clozo only sends emails from @useclozo.com. If you receive anything suspicious, forward it to security@useclozo.com.
Can't find what you're looking for? Reach out at hello@useclozo.com·