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.
CLEANING OPERATIONS GUIDE
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.
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.
Your working worksheet
Download the text file and fill it in with your own service details. Keep it with the relevant job record.
- Customer
- Completed visit
- Agreed scope
- Approved extras
- Invoice lines
- Billing contact
Check the result
Each charged line has an agreed basis and the invoice state does not imply money was received.
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Try the workflow
with your team.
For US cleaning companies with up to 10 cleaning staff: homes, offices, stores and turnovers. After manual approval, start with your real records and editable checklist starters. No training session is required.
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