Cleo Web EDI Monthly Series
Built to help you simplify, scale, and unlock more value from your fulfillment operations.
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Make Invoicing Easier & Access Approved Payments Faster — LIVE
Join us for our September Cleo WebEDI Series and discover how to simplify invoicing, reduce repetitive work, and get more value from your WebEDI Portal. Learn how to process orders and documents more efficiently, streamline invoice responses, connect your accounting systems, and access approved invoice payments through Cleo InvoicePay in as little as 24 hours.
Tuesday, September 15th | 12:00 pm – 12:30 pm CT
In this session, we’ll cover:
- Processing orders and business documents through an easy, inbox-style experience
- Creating and sending invoice responses more efficiently
- Saving time with batch processing and batch sending
- Scaling with QuickBooks, Xero, and other accounting systems
- Accessing approved invoice payments through Cleo InvoicePay in as little as 24 hours
- Understanding how to evaluate business financing offers and make more informed decisions
- Evolving from simple WebEDI workflows → connected accounting processes → fully integrated transactions
- Live Q&A, real-time problem-solving, and practical invoicing best practices
- Automatic entry into our 2026 Cleo WebEDI Series raffle for a chance to win a $500 Amazon Gift Card—the winner will be announced during our December 2026 session
Hosted by:
- Sam Wojcik — Cleo, Solutions Architect
- Pat Gergen — Cleo, Director, Customer Success
- Jason Fleming — Kanmon, Director of Partner Development
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