How to add funds to your Cohley account

Creator payments come out of your Cohley funds balance. When you don’t have enough funds to cover a payment, you’ll see a red Add Cohley funds button. You can also add funds proactively as soon as Creators are accepted so they’re ready when it’s time to pay. Here are your funding options.

Company Preferences -> Cohley Funds

Funds can be added at any time. Cohley tracks the funds needed for all active campaigns and necessary funds are displayed on your homepage. Follow the steps below to add funds to your account in advance.

Add funds when it's time to pay in the brief:

1. Go to the brief and click Send Payment (mass or individual) — see How to pay your accepted Creators
2. If you don’t have enough funds, click Add Cohley funds
3. Pick a funding method (Invoice / Credit card / Shopify)
4. Choose the amount:
   • Expected brief amount — covers all accepted Creators on the brief, regardless of stage
   • Net amount needed — just enough to cover the Creators you’re paying right now
   • Other amount — any custom amount

Once funds land, return to your payment action and complete the payment.

Option 1: Invoice (ACH, credit card or wire transfer payment)

Every brand is set up to request an invoice, so you can pay via wire transfer or ACH. If this option is disabled for you, reach out to your CSM. You request it by choosing Invoice as your funding method when you add funds; Cohley doesn’t issue one on its own.

• Payment terms follow what was set in your Cohley contract
• Once you request it, the invoice goes straight to your billing contact (set at contracting) — you don’t need to forward it yourself
• Funds are added to your Cohley account as soon as the invoice is processed
• No fees charged by Cohley for invoice-based funding

You can also view and download invoices later — see How Do I View and Download My Cohley Invoices or Credit Card Receipts?

Does Cohley invoice us automatically?

No. Adding funds is always something you initiate — either from your contract, Company Preferences → Cohley Funds, or from Add Cohley funds in the brief’s payment flow. Cohley tracks what your active campaigns need and shows it on your homepage, but it doesn’t issue an invoice until you request one.

What is automatic: once you request an invoice, it’s delivered to your billing contact without you forwarding it, and the funds land as soon as it’s processed.

If invoices need to reach an accounts payable (AP) team, make sure AP is set as your billing contact — this is set at contracting. To change your billing contact, or if your contract describes a different invoicing arrangement, contact your Cohley Customer Success Manager.

Planning ahead? You don’t have to wait for a payment to come due — you can request funds as soon as Creators are accepted. See Company Preferences → Cohley Funds above.

Option 2: Credit card

If you have a credit card on file with Cohley, you can charge it directly.

• A transaction fee of 2.59% + $0.49 is automatically added for credit card processing
• The transaction can take up to 48 hours to settle before funds are usable in your account
• A receipt is emailed to all Cohley users

Tip — no-fee credit card option via Chargebee: if you receive an invoice and would prefer to pay it by credit card without the platform fee, you can add a credit card to Chargebee (Cohley’s invoicing platform) when paying the invoice. No transaction fees are charged when paying through Chargebee.

Option 3: Shopify

For brands using Shopify, you can fund Creator compensation directly through Shopify on a brief.

• Shopify funding includes transaction fees plus applicable state taxes (these vary by jurisdiction)
• This option lives in the brief’s payment flow when you click Add Cohley funds

If you’re not sure which method is cheapest for your situation, invoice via Chargebee CC is the no-fee path; Shopify and direct Cohley CC both have fees.

When funds land

• Invoice (ACH/wire): funds are immediately available
• Credit card: up to 48 hours. You will receive an email once the transaction has settled.
• Shopify: funds are immediately available

Once funds land, go back to the brief and complete the payment to your Creator(s).