Cleaning Invoices That Match the Site Schedule
An office receives four contracted cleaning visits plus an approved carpet clean. The facilities contact needs the site, billing period and purchase order, while the invoice should keep one-off extras out of the usual recurring charge.
Why Choose Experi?
Identify the site and period
Apply the office-cleaning template and add the customer's billing entity, site and purchase order. Review the completed visits or agreed contract period rather than copying the previous invoice's dates and quantities.
Keep the contract scope clear
Use saved services for regular cleaning and separate one-off deep cleans from the contracted fee. Only add supplies as a separate charge where the customer agreed to pay for them outside the base service.
Review before repeating
Send a recognisable invoice to the facilities or accounts contact. Pro recurring invoices can suit a fixed contract, but still review skipped visits, scope changes and one-off extras before enabling or continuing a schedule.
From job to customer invoice
An invoice workflow for office and commercial cleaners
An office receives four contracted cleaning visits plus an approved carpet clean. The facilities contact needs the site, billing period and purchase order, while the invoice should keep one-off extras out of the usual recurring charge.
Identify the site and period
Apply the office-cleaning template and add the customer's billing entity, site and purchase order. Review the completed visits or agreed contract period rather than copying the previous invoice's dates and quantities.
Keep the contract scope clear
Use saved services for regular cleaning and separate one-off deep cleans from the contracted fee. Only add supplies as a separate charge where the customer agreed to pay for them outside the base service.
Review before repeating
Send a recognisable invoice to the facilities or accounts contact. Pro recurring invoices can suit a fixed contract, but still review skipped visits, scope changes and one-off extras before enabling or continuing a schedule.
Preselected, never automatically applied. Enter your own prices and review the client, dates and tax settings.
Before you invoice: Do not include alarm codes, key-holder details or secure-site access instructions in invoices. Recurring invoicing is not attendance tracking and services do not automatically deduct cleaning chemicals.
The tools behind this workflow
Explore the tools behind this workflow. Templates and inventory are free capabilities; document allowances apply. Time tracking, recurring invoices and automated chasing require Pro.
Perfect For
Key Features
Frequently Asked Questions
Can I invoice several office sites for the same customer?
Yes. Identify each site and period in separate line descriptions or notes, or create separate invoices if the customer requires them. Keep purchase order references and the contracted scope clear for approval.
Which features are available on Free?
Curated and saved templates, operational inventory and invoice printing are available on Free and Pro. Free has document allowances; check Pricing for current limits. Time tracking, recurring invoicing and automated chasing require Pro.
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