Invoicing and quotes
From an enquiry to a quote, from a finished clean to a VAT invoice, and knowing it is paid.
Part of Invoicing and getting paid
Winning the work
- How to build your web page A public page for your business at cleanflo.io/p/your-name: fourteen designs, your services, photos, areas and a quote form. Built in the app and live the same evening.
- How to handle enquiries from your quote form A public, no-login page where a stranger can ask for a quote, and the inbox those requests land in. This is the step before a quote exists.
- How to survey a site before you quote Walk a building room by room on the phone, then turn what you logged into a priced quote in one click. Site Surveys is the office half of that: what has been walked, and what is ready to quote.
- How to send a quote Build a quote from your catalogue, ask for a deposit, send it with a link the client accepts from, let it chase itself, then schedule the clean and invoice it.
Your prices
- How to create services and add-ons The catalogue every clean, quote and invoice line is priced from: creating a service, creating an add-on, what the base price and duration do, and where both turn up later.
- How to keep your services catalogue tidy Change a price and the question is always what happens to work already booked. The answer differs for cleans, quotes and invoices, and it is worth knowing before you edit anything.
Invoices and getting paid
- How to raise an invoice The Invoicing screen and its two tabs, raising an invoice from the completed cleans CleanFlo has already gathered for you, the invoice form field by field, and how invoice numbers are made.
- How to set VAT and line items An invoice line is a description, a quantity, a unit price and a VAT rate, and the total is just those multiplied out. Here is the arithmetic, and what changes if you are not VAT registered.
- How to send and chase an invoice Getting the invoice to the client and knowing when it has been paid. Overdue is calculated, not set, and recording a payment is one click with nothing to fill in.
- How to add bank details and brand your invoices Invoicing settings, section by section: bank details and the payment reference, the pay-now link, numbering and terms, the invoice template, reminders and accounting exports.
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