This process shows how to generate a single invoice at the beginning of the month for future scheduled cleanings, commonly used for commercial accounts with Net 15 or Net 30 terms.
Step 1: Identify the Customer and Date Range
Locate the commercial customer that receives recurring cleanings.
Confirm the billing period (example: 1st–31st of the month).
Note that only completed or “real” jobs can be invoiced — projected jobs will not appear yet.
Step 2: Convert Projected Jobs into Real Jobs
Go to the customer profile.
Open the active subscription.
Click each projected date and select Create Job.
Example dates: 9th, 16th, 23rd, 30th
This step ensures all scheduled cleanings appear as invoiceable jobs.
Step 3: Confirm All Jobs Appear in Payments
Navigate to Payments.
Select the correct payment account (example: business bank account).
Filter by the correct month.
Verify all cleanings for that month now appear and are eligible for invoicing.
Skip any jobs that were canceled or marked as skipped.
Step 4: Generate the Invoice
Open the first job of the month.
Click Generate Invoice → Continue.
Set the due date:
Example: January 30 (Net 30 terms)
Step 5: Link All Cleanings to One Invoice
Click Link Cleanings.
Select all cleanings for the month.
Each job will appear itemized with:
Service date
Description (editable if needed)
Individual totals
Review the invoice breakdown.
Step 6: Finalize and Send the Invoice
Click Save, then Finalize.
The invoice will:
Be emailed to the customer
Show a status of Invoice Sent
As jobs are completed during the month, they will update automatically.
Once payment is received, the invoice will be marked Paid.
Notes & Best Practices
Always create invoices after converting projected jobs.
This workflow is ideal for:
Commercial clients
Net 15 / Net 30 billing
Monthly consolidated invoices
Do not generate separate invoices for each job unless required by the client.
Skipped jobs should not be linked to the invoice.
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