Built for cleaning companies

Invoicing and Payment Records

Invoicing in CleanPilotPro means generating an invoice for a job and recording how that job was paid, so your revenue numbers match reality. You create invoices per job when you are ready, then mark the payment as card, Zelle, cash, or invoice. Commercial customers default to the invoice payment method. CleanPilotPro does not process online card payments — it records what was collected and where.

What it is

A per-job billing record rather than an accounting suite. Each job carries a price, an optional cleaning-supply charge, and a payment method. Generating the invoice is a deliberate step you take per job, which keeps control with the office on jobs that need adjusting first.

  • Invoice generated per job, when you choose
  • Payment methods: card, Zelle, cash, and invoice
  • Optional cleaning-supply charge included in the total
  • Commercial customers default to the invoice method

Why cleaning companies use it

Most small cleaning businesses collect money four different ways in the same week. Recording the method against each job is what makes month-end revenue trustworthy and shows how much of your income arrives as cash.

How it connects to reporting

Revenue calculations count only completed jobs, including the supply charge where one applies, so invoices and reports never disagree. Payment method breakdowns show the mix across a chosen period, and each customer's service history carries the revenue from their completed visits.

  • Revenue counted from completed jobs only
  • Payment method mix charted over any date range
  • Per-customer revenue visible in service history

What it does not do

CleanPilotPro does not take online card payments, does not run a customer self-service payment portal, and does not replace your accounting software. It records the billing facts of each job and exports them.

Example workflow: billing a completed clean

  1. 1The cleaner completes the job; hours and photos are on the record.
  2. 2The office reviews the job and adjusts the price if scope changed.
  3. 3Generate the invoice for that job.
  4. 4Record the payment method once the customer pays.
  5. 5Revenue and payment-mix reporting update from completed jobs.

Who it is best for

  • Companies collecting by cash, Zelle, and card in the same week
  • Commercial accounts billed on invoice terms
  • Owners reconciling revenue by payment method
  • Teams that adjust job prices before billing

Frequently asked questions

Can I invoice a cleaning job in CleanPilotPro?

Yes. You generate an invoice per job when you are ready to bill, so any price adjustment happens before the invoice exists.

Which payment methods can I record?

Card, Zelle, cash, and invoice. Commercial customers default to the invoice method, and any job's method can be changed.

Does CleanPilotPro process online payments?

No. It records how each job was paid; collecting the money happens through your existing card reader, bank, or payment app.

Is there a customer payment portal?

No. Customer self-service portals are not part of the product today.

Are supply charges included in the total?

Yes. When a job includes a cleaning-supply charge, it is added to the job total and counted in revenue reporting.

How does invoicing affect revenue reports?

Revenue is calculated from completed jobs, so reports, customer service history, and your billing records all reference the same numbers.

Run this on your own jobs

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