Invoicing ·
How to Number Invoices: Formats, Gaps and Credit Notes
How to number invoices: sequential numbers, prefixes, yearly series, gaps, voided invoices, credit notes, and what HMRC, the ATO and the EU say.
9 min read
Who it's for / Cleaning businesses
House cleaners and small cleaning companies price their work in a few ways: a flat price per visit for a regular home, an hourly rate for a deep or move-out clean, a fixed monthly fee for an office. Regular clients are often cleaned every week or every two weeks and invoiced once a month, with extras such as an oven or inside windows on top. Tell Clodou what you did and at what price, and it writes the invoice, prepares each office's monthly draft and keeps track of who has paid.
"Invoice the Lindqvists for 4 cleans at $140 and an oven clean at $45" creates the invoice with two lines: $605 before tax. Clodou does not read your calendar, so give it the number of visits; if a client wants each visit dated, ask for one line per clean.
Set up each office's fixed monthly fee once as a retainer. Clodou prepares one draft invoice a month; you add any extra work as its own line and send it when it is right. Pause the retainer when a contract ends.
Keep cleaning products, cloths and bags as products with a stock level and a reorder level, and correct the count when you use or buy more. Ask what is running low and Clodou lists it. A purchase order stays a draft until you approve it, and Clodou never orders from a supplier.
Regular home cleaning is often priced per visit or as a flat price for the home, and one-off, deep or move-out cleans by the hour or by the job. Clodou takes any quantity and unit price: 4 cleans at $140 is one line of $560, and 3.5 hours at $48 is one line of $168. Clients cleaned every week or every two weeks are often invoiced once a month, with the number of visits as the quantity. For a one-off job, send a quote first and turn it into the invoice once the client says yes.
Offices, shops and clinics often pay a fixed monthly fee for an agreed schedule, such as three evenings a week. Set it up as a retainer with the amount, the start date and a description of the schedule, which becomes the invoice line. Clodou prepares one draft invoice a month, and nothing goes out until you review it. Extra work, such as a carpet clean after a refit, goes on that month's draft as its own line at the price you agreed. When a contract ends, pause the retainer.
Extras such as an oven, the inside of the fridge, inside windows or a deep clean are often priced on their own. Give Clodou the price and each becomes its own line; it never adds an extra or a fee by itself. A short-let host with several properties can be one client with a line per turnover, naming the property and the date. If you resell supplies or bill them back, put them on their own line at the price you charge. Whether sales tax or VAT applies is for you to check with your accountant; Clodou applies the rate you set.
Step 1
Set up a $650 monthly retainer for Brightline Dental from November 1: office cleaning, Monday, Wednesday and Friday evenings
Finds Brightline Dental and sets up the retainer: $650 a month with the line "Office cleaning, Monday, Wednesday and Friday evenings", first draft dated November 1. No tax is set on this workspace.
Step 2
Prepare this month's retainer invoices, and add the waiting room carpet clean on November 14 to Brightline's draft at $180
Creates draft invoice INV-0048 for Brightline Dental with the retainer line, $650.00, then adds carpet clean, waiting room, November 14, $180.00. The draft totals $830.00 and is not sent on its own.
Step 3
Invoice the Lindqvist family for November: 4 weekly cleans at $140, plus the oven clean on November 20 at $45
Finds the Lindqvist family and creates draft invoice INV-0049 with two lines: weekly home clean, 4 at $140, $560.00; oven clean, November 20, $45.00. Total: $605.00.
Step 4
I sent INV-0048 and INV-0049. Brightline paid the $830, and the Lindqvists have paid $300 so far.
Marks both invoices as sent and shows two approval cards: $830.00 on INV-0048 and $300.00 on INV-0049. Once you approve them, INV-0048 is marked paid and the Lindqvists still owe $305.00.
Invoice the Lindqvist family for November: 4 weekly cleans at $140 and an oven clean at $45
Set up a $650 monthly retainer for Brightline Dental from November 1: office cleaning, three evenings a week
Invoice Seaside Stays for October: 3 turnovers at Harbor Loft at $95 and 2 at Pier Cottage at $120
Invoicing ·
How to number invoices: sequential numbers, prefixes, yearly series, gaps, voided invoices, credit notes, and what HMRC, the ATO and the EU say.
9 min read
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Invoicing ·
What net 30, net 15, due on receipt, 2/10 net 30 and EOM mean, how to choose invoice payment terms, and example wording for terms and late fees.
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