Invoicing ·
Year-End Invoicing Checklist: What to Do Before January
A December checklist for freelancers: bill the year's work, chase late payers, record payments, tidy drafts and export the year for your accountant.
10 min read
Who it's for / Septic pumping & services
Septic companies usually price pumping by the size of the tank or by the gallon, with extra charges to locate and dig up the lids, for disposal at the treatment plant, for risers and repairs, and for emergency calls. Inspections for a home sale are often paid at closing by the title company. Most homeowners only need a pump-out every few years, so a reminder at the right time brings the next job. Tell Clodou what you did and at what price: it writes the invoice, keeps the reminder and tracks who has paid.
"Invoice the Hendricks: pump the 1,000-gallon tank at $375, dig up 2 lids at $45 and the $60 disposal fee" writes three lines, $525. Clodou uses your prices; it never picks a tank size or a fee.
Invoice the title company or the seller for a sale inspection, with the property address and the closing date in the note, and set the due date to the closing. Clodou keeps it on the list of what is owed until you record the payment.
"Remind me on June 1, 2029 to call the Hendricks about pumping" adds a task linked to the customer. It shows in your morning plan on the day, years from now.
Pumping is usually priced by tank size, such as $375 for up to 1,000 gallons, or by the gallon pumped, such as 1,250 gallons at $0.35, $437.50, with a higher price above a set volume. Give Clodou the tank or the gallons and your price. It writes the line as you give it and never estimates a tank or a volume.
Locating and digging up buried lids is often charged per lid, disposal at the treatment plant is billed back at cost or at a set fee, and risers, filters and repairs have their own prices. Weekend and emergency calls often carry a higher rate. Give each its own line, and log the plant's disposal fees as expenses from the receipt photo you confirm to see what each job cost.
Inspections for a home sale are often paid at closing: invoice the title company, the agent or the seller as agreed, with the property address and closing date. After a pump-out, add a task for the next one, three to five years out depending on the household, linked to the customer. Whether septic services are taxed where you work is for you to check with your accountant; Clodou applies the rate you set.
Step 1
Invoice the Hendricks for today: pumped the 1,000-gallon tank at $375, dug up 2 lids at $45 and the $60 disposal fee. I left the invoice with them.
Finds the Hendricks and creates invoice INV-0233 with three lines: septic pumping, 1,000-gallon tank, $375.00; lid locating and digging, 2 at $45, $90.00; disposal fee, $60.00. No tax is set on this workspace, so the total is $525.00, and INV-0233 is marked as sent.
Step 2
Remind me on June 1, 2029 to call the Hendricks about pumping, and log $60 for today's disposal at the county plant.
Adds a task due June 1, 2029, call the Hendricks about pumping, linked to them, and records a $60.00 expense, disposal fee, with the county plant as the supplier.
Step 3
Invoice Lakeview Title for the inspection at 12 Ridge Road for the Morales sale: inspection $325 and pumping $375, due on the closing date, March 28.
Finds Lakeview Title and creates draft invoice INV-0234 with two lines: septic inspection, 12 Ridge Road, Morales sale, $325.00; pumping, $375.00. Total: $700.00, due March 28.
Step 4
The Hendricks paid the $525. I sent INV-0234 to Lakeview.
Shows an approval card to record $525.00 on INV-0233 and marks INV-0234 as sent. Once you approve the payment, INV-0233 is marked paid, and $700.00 is owed by Lakeview Title, due March 28.
Invoice the Hendricks: pump the 1,000-gallon tank at $375, dig up 2 lids at $45 and the $60 disposal fee
Invoice Lakeview Title for the septic inspection at 12 Ridge Road: inspection $325 and pumping $375, due on March 28
Remind me on June 1, 2029 to call the Hendricks about pumping
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