Clearing and payouts overview

Cleverbridge pays out the revenue collected from your transactions for each clearing period, minus applicable fees, refunds, and taxes. The related clearing documents provide the accounting records and transaction details you need to reconcile each payout.

Clearing and payout workflow

A typical workflow includes:

1. Reviewing payout timing, payout amounts, and the clearing period.
2. Understanding the self-billing invoice, credit note, and clearing report.
3. Downloading clearing documents from Subscription Commerce Manager (SCM), Commerce Assistant (CA), or an automated delivery channel.
4. Reviewing clearing report fields for accounting and reconciliation.
5. Configuring secure file access when your finance systems need automated downloads.

note

The standard clearing documents support accounting and payout reconciliation. For additional transaction-level data intended for BI, ERP, data warehouse, or automated reconciliation workflows, see Clearing supplement file.

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Explore this section

Payouts

Understand payouts, how it works, and when to use it.

Clearing documents

Learn what Clearing documents covers and how to use it in Cleverbridge.

Download clearing documents

Cleverbridge provides clearing that ensure and support and the payout, ensuring transparent reconciliation and accurate accounting.

Clearing report fields

Use Clearing report structure and fields to review data, understand performance, and support business decisions.

Set up SFTP access with SSH keys

Some clients historically used SFTP with password authentication to download clearing files from CA.

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