Receiving and Accepting Offers

How do I receive an offer?

To receive an offer, your trade must be published. Before publishing your trade, ensure that the trade includes all operational and financial milestones. Refer to this article to understand how to publish a trade, refer to this article to understand how to add financial and operational milestones.

Offers from KLEAR can be made on current and future invoices, as well as for KLEAR's procurement as a service (PaaS). If you are being advanced funds on an invoice, as well as PaaS, the PaaS offer will most likely be sent over email.

Only team members with permission can accept offers. These include specially designated users and the admin. If you are an admin and would like to give a user permission to accept an offer, refer to this article.

Where can I find my Offer?

To locate and accept an offer, you must have permission access to your company's treasury.

If you have the proper permissions, you will be notified of an offer within the platform. The notification will be under the bell in the top right corner of your screen. When you select the bell, you should get a screen that looks similar to this:

There are two ways to access the offer. You can find it in the trades page, or by clicking the notification. If you are on the trades page, click on the 3 dot icon under the “Action” header. This will open up 4 options. Select “View Offer” accompanied by the PDF icon.

In the “Accept Form Page”, you have three options.

[1] Download the offer by clicking on the share button

[2] Go back to the trades page and the form will still be available for you to use until you have accepted the offer.

[3] Proceed to accept the offer

Offers will look like this:

Before accepting the offer, make sure the information is correct.

Accepting an offer

When you are ready to accept the offer, select "Accept Form". You will then be prompted to sign and accept the offer.

Once you have accepted the offer, when you go to the Trades page and click the 3 icons of the trade in question, you should see that the “View offer” with the PDF icon has switched to “Offer Accepted” with a checkmark.

After you accept the offer, KLEAR will advance the funds to your connected external bank account on the KLEAR platform.