AI back office ·
How to Create Invoices With Claude: Prompt, File and Connector
How to create invoices with Claude: a copy-paste prompt, getting a PDF or Word file, what to check, privacy settings and connecting Claude to your invoicing.
12 min read
Who it's for / Carpet & upholstery cleaning
Carpet cleaners usually price residential jobs per room or per square foot, with a minimum charge, stairs per step, and add-ons such as pet odor treatment, spot removal and stain protector. Upholstery is priced per piece and area rugs per square foot. Offices, rentals and property managers are often cleaned on a schedule or between tenants and pay on account. Tell Clodou what you cleaned and at what price: it writes the invoice and keeps track of who has paid.
"Invoice Dana Wells: 4 rooms at $45, 14 stairs at $3, pet treatment in 2 rooms at $35 and protector in 4 rooms at $20" writes four lines, $372. Clodou uses your prices; it never measures a room.
Add each property manager as a client and invoice each unit's clean with the address in the line, or once a month with a line per unit, and their work order number in the note.
"Remind me on November 1, 2027 to call Dana Wells about her yearly clean" adds a task linked to the customer. It shows in your morning plan on the day.
Residential carpet cleaning is usually priced per room, with a size limit per room, or per square foot, with a minimum charge per visit. Stairs are often priced per step and hallways as a room. Give Clodou the quantity and your price, such as 4 rooms at $45. If your minimum applies, give the minimum as the amount to bill: Clodou never applies one by itself.
Pet odor treatment, spot removal and stain protector are usually priced per room or per area, upholstery per piece, such as a sofa or a chair, and area rugs per square foot. Give each its own line at your price. Clodou never adds a treatment or a fee by itself.
Offices are often cleaned on a schedule at a price per square foot or per visit, and property managers order cleans between tenants. Invoice each visit or unit with the address, or once a month with a line per visit, and set the due date to their terms. A fixed monthly contract can be a retainer that Clodou prepares as a draft each month. Whether cleaning is taxed where you work is for you to check with your accountant.
Step 1
Invoice Dana Wells for today: 4 rooms at $45, 14 stairs at $3, pet treatment in 2 rooms at $35 and protector in 4 rooms at $20. She paid on the spot.
Adds Dana Wells as a client and creates invoice INV-0955 with four lines: carpet cleaning, 4 rooms at $45, $180.00; stairs, 14 at $3, $42.00; pet odor treatment, 2 rooms at $35, $70.00; stain protector, 4 rooms at $20, $80.00. No tax is set on this workspace, so the total is $372.00. It marks INV-0955 as sent and shows an approval card to record $372 received; once you approve it, the invoice is marked paid.
Step 2
Remind me on November 1, 2027 to call Dana Wells about her yearly clean.
Adds a task due November 1, 2027, call Dana Wells about her yearly clean, linked to Dana Wells.
Step 3
Invoice Cedar Property Group for the move-out clean at 22 Pine Street, unit 4: 3 rooms at $45 and the hallway at $25. Work order 3402, due in 30 days.
Finds Cedar Property Group and creates draft invoice INV-0956 with two lines: move-out carpet cleaning, 22 Pine Street, unit 4, 3 rooms at $45, $135.00; hallway, $25.00. Total: $160.00, due in 30 days, with work order 3402 in the note.
Step 4
I sent INV-0956 to Cedar.
Marks INV-0956 as sent. $160.00 stays on the list of what is owed until you record the payment.
Invoice Dana Wells: 4 rooms at $45, 14 stairs at $3, pet treatment in 2 rooms at $35 and protector in 4 rooms at $20
Invoice Cedar Property Group for the move-out clean at 22 Pine Street, unit 4: 3 rooms at $45 and a hallway at $25
Invoice the Garcias for a sofa at $129 and 2 armchairs at $65
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How to create invoices with Claude: a copy-paste prompt, getting a PDF or Word file, what to check, privacy settings and connecting Claude to your invoicing.
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Every new workspace starts with a 14-day trial of Team, no card required. Then stay on Free: up to 5 clients and 20 AI actions a month; quotes and invoices have no separate cap, and making them in the chat uses AI actions.
Free: $0. Solo: $29 a month. Team: $79 a month with 5 seats. Prices per workspace, in USD.
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