Prepayments for Holiday Cleanings

This process shows how to reschedule a job, charge the client in advance, and mark the payment correctly, even when there’s a known invoicing bug.

Step-by-Step: How to Reschedule and Charge a Holiday Cleaning

• Open the job details for the current cleaning date (e.g., November 27th).

• Since this cleaning will move to the 24th, update the date:

  • Click Reschedule Job.

  • Select the 24th as the new date.

  • Add a note such as “Thanksgiving reschedule.”

  • Click Save.

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Confirm the Rescheduled Job

• Verify the new date appears correctly (e.g., November 24th).

• The job should already be set for auto-charge if the client has a saved card.

• If not, proceed with a manual charge.

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Charging the Client

• Go to the Payments section.

• Select the rescheduled job date (24th).

• Click Generate Invoice.

• If a card is saved:

  • Select the client’s payment card.

  • Click Charge Card.

  • The system will automatically mark it as paid.

• If no card is saved (demo/test account):

  • The system will email the invoice instead.

  • Add a note, e.g., “Charged 11/3”, then click Save.

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Handling the Stripe Bug

• After charging, the system may incorrectly show “Invoicing” instead of “Stripe.”

• This does not re-charge the customer.

• To correct the display:

  • Go back to the Payments section.

  • Manually mark it as Paid (Stripe).

  • This links the Stripe charge ID to the invoice.

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Completing the Job

• Once the payment is confirmed, cleaners can:

  • Click Start Cleaning.

  • Add any extra time if applicable.

  • Click Complete Job.

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Key Notes

• Charging before the job ensures the client is billed before holidays.

• Completed jobs must still be manually marked as Paid (Stripe) after the bug fix step.

• The Stripe charge ID and invoice ID will both appear on the job details once finalized.