With Clever Connect, your account is organised into two account types: Payments Accounts (which receive and hold funds from payment activity) and Treasury Accounts (currency-specific accounts for holding, receiving, and moving funds). How funds are tracked across your Payments Accounts depends on your balance model — Aggregated or Dedicated — which is set once during onboarding. See managing balances and accounts for the full picture.
Dashboard layout
When you log in, the left sidebar lists your Payments Accounts — starting with All Balances and followed by each individual account (for example, Shopify AUD). Below that, a Growth Tools section links to Clever AI, Forecaster, Customers, Analytics, Cashback Campaigns, Milestone Campaigns, and Clevershop. The top-right corner holds the Create account button, the Notification Bell, and your profile menu. A Currency: AUD switcher sits above the balance summary, with a See All Currencies link in the top-left, and Docs, Support, and FAQs links sit at the bottom of the sidebar. An Ask me anything… search bar (powered by Clever AI, currently in Beta) runs across the top of the portal, so you can ask questions about your payments, customers, and more.Currency switcher
The Currency: AUD switcher (set to AUD by default) lets you view all balances, transactions, and summaries in your preferred currency, and the See All Currencies link shows every currency you hold. When you switch currencies, the portal remembers the account you last viewed for each currency and selects it automatically the next time you switch back (stored per device). If there is no previously selected account, your default account is selected. If you need additional currencies enabled, contact Hello Clever Support.Notification bell
The notification bell delivers real-time alerts so you can act quickly on important events:- Transaction updates — recent payments, settlements, or issues needing attention.
- Platform announcements — new features, scheduled maintenance, and support information.
- Account activity — changes to account settings or team member actions.
Main sections
Payins
View and manage all incoming payments. Search, filter, export transaction history, generate manual payment links, and resolve disputes.
Payouts
Track outgoing payments, filter by status or method, initiate manual payouts, and export payout reports.
Balances and accounts
Monitor available, incoming, and outgoing funds per currency and account. Manage Payments Accounts and Treasury Accounts, settle and withdraw funds, top up, and move funds between accounts.
Cashback Campaigns
Create instant cashback campaigns for in-store or online purchases, set tiered rules, schedule timing, and publish to the Hello Clever app.
Account settings and team
Invite team members, assign roles, set up two-factor authentication, and manage your API keys.
Developer resources
Find API documentation and integration guides through the Docs link at the bottom of the portal. Manage your API credentials under Authentication → Auth 2.0 in your account settings.
Payments Accounts
A Payments Account is a sub-account inside your merchant account that receives and holds the funds from your payment activity. You can run several Payments Accounts under the same merchant — for example, one per store, brand, or payment flow. They are listed under the Payments Accounts heading in the left sidebar, starting with All Balances and followed by each individual account. A Payments Account can represent:- E-commerce stores — Shopify, WooCommerce, or any online checkout.
- Physical stores — retail locations or point-of-sale terminals.
- Integrations — existing systems such as accounting or ERP platforms (shown in the Integration Type column — for example, Payment APIs, Shopify, or WooCommerce).
Whether your Payments Accounts share one balance or keep separate balances depends on your balance model. Under the Aggregated model they share a single balance per currency; under the Dedicated model each keeps its own. See managing balances and accounts.
Quick actions
The All Balances screen has a row of actions above the balance summary:Clever Connect describes moving money with two terms: Settlement (moving available funds out of a Payments Account) and Account Transfer (moving funds between your Hello Clever accounts, or between a Treasury Account and an external account — the Move funds button). See moving money for details on which term applies and when.
Profile and account settings
The profile menu provides quick access to your account settings, developer tools, and session controls. Select View my profile to open your full profile page, where you can review and manage your account details.Developer
This section contains tools for managing programmatic and secure access to your account.- Authentication — Configure and manage authentication settings, such as API and webhook credentials and access tokens used to connect to the platform.
- IP Whitelisting — Enable/Disable the IP Whitelisting feature, and define which IP addresses are permitted to access your account, adding an extra layer of access control and security.
Account
This section covers your users and subscription details.- Users — View and invite users associated with your account.
- My Subscription — Review your current subscription plan and details. The Custom badge indicates your account is on a customized plan.
Settings
This section provides controls for security, preferences, and ending your session.- Security Settings — Adjust login preferences and set up two-factor authentication.
- Change Time Zone — Set or update your account’s time zone so that timestamps and scheduled activities display correctly.
- Change Password — Update your account password.
- Log out — End your current session and sign out of the platform.