Invoices & Billing
Client Invoices: How Billing Works
One invoice per thing a client owes, with QuickBooks and Stripe as its outputs.
The Invoices page is what your clients owe you and what they have paid. An invoice is always born in CleanTrack360; when QuickBooks or Stripe are set up it is copied there too, and payments flow back.
Who sees it
Invoices is in the sidebar for admins and managers. The permissions invoices:read and invoices:manage can be given to other roles under Settings > Roles. Clients see their own invoices under My Invoices in the portal.
Where invoices come from
Four places: by hand (New invoice), from an accepted quote (Create invoice on the quote), per visit when a job at a location billed per visit is completed, and monthly on the billing day of a location billed monthly. The invoice detail shows its Origin.
Statuses
Draft, Open, Partially paid, Paid, Voided. Balance and status are recomputed from the payments recorded on the invoice, whatever carried them.
The page
Three figures on top: Open balance, Open invoices and Overdue. The table lists number, client, issue and due dates, total, balance, status and whether the invoice has a payment page. Filter by status with the chips.
Numbering
Invoices use the company sequence, INV-0001 onwards. The prefix and next number are editable under Settings > System defaults > References.