Cleaning job-to-invoice review checklist

Check the completed work, approved changes and customer details before issuing an invoice. Keep the operational visit and the payment status distinct.

A situation to work through
A routine visit includes an approved add-on. Verify its amount and approval before adding it to the invoice; a requested add-on without acceptance stays out.

Work through the decision
Match the customer and billing contact to the completed visit. Compare invoice lines with agreed work and approved additions. Check amounts before issuing, and leave external payment reconciliation as a separate step.

Before you hand over the result
Creating an invoice does not confirm a payment. GrooovyCRM's current service does not include live card collection.

Worksheet

Customer
____________________________

Completed visit
____________________________

Agreed scope
____________________________

Approved extras
____________________________

Invoice lines
____________________________

Billing contact
____________________________

Acceptance check
Each charged line has an agreed basis and the invoice state does not imply money was received.

https://grooovy.madebydima.online/guides/cleaning-invoice-job-review