Add a client (with VIES check)
Create a new client and let Clozo validate the EU VAT number.
How it works
Short videos for every workflow — sign-up not required.
Getting started
Set up your profile and tax regime
Country, VAT regime, currency, document numbering — the one-time setup.
Connect payments (Stripe + SEPA)
Onboard Stripe Connect and add your IBAN for SEPA transfers.
Proposals & sending
Create and send a proposal
From template to sent — the core flow in 90 seconds.
Recurring proposals
Set retainers on auto-pilot.
Scope change (amendment)
Amend a signed proposal without breaking compliance.
Sign & get paid
Your client signs and pays
What the client sees in the portal — sign, pay, done.
Mark paid and close the deal
Deposit → final → paid: how Clozo tracks the lifecycle.
Invoicing & compliance
Generate e-invoices (ZUGFeRD/Factur-X/Peppol)
Compliant EU e-invoicing in one click.
Time tracking → invoice
Log hours per project and bill them in seconds.
Expenses & data
Expenses (add, FX, categories)
Track expenses with automatic FX conversion and EU VAT categories.
Export your data (GDPR)
One-click export of everything Clozo holds about your business.