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 / Snow removal & plowing
Snow removal and plowing businesses bill in a few ways: per push or per visit, often at a price that rises with the depth of snow; per event, for a storm from start to finish; or a seasonal contract at a fixed price, paid in monthly installments however much it snows. Salting and de-icing are usually billed per application, and commercial clients often want the date of every visit on the invoice. Tell Clodou what you did and at what price: it writes the invoice, prepares the seasonal installments as drafts and keeps track of who has paid.
"Invoice Gloria Patel for January: driveway plowed on January 6, 12 and 19 at $65" writes one line with the three dates, $195. Clodou does not track the weather or your route, so give it the visits; for one line per visit, say so.
Set up a seasonal contract once as a retainer: the monthly installment, the first month and the line to print, such as snow plowing and salting, 2026–27 season. Clodou prepares one draft invoice a month for you to check and send.
Log rock salt, fuel and equipment repairs as expenses from a sentence or a receipt photo you confirm, with the supplier's name, and see what the season cost you.
Residential driveways are often billed per push or per visit, sometimes with a price that rises with the snowfall, such as $65 up to 4 inches and $95 above; a storm can also be billed as one event. Clodou takes the quantity and the price you give: 3 pushes at $65 is one line of $195. It does not measure snowfall or decide which price applies: you tell it.
A seasonal contract is a fixed price for the winter whatever the snowfall, often paid in monthly installments, such as $7,200 for the season in four payments of $1,800 from December to March. In Clodou this is a retainer: the monthly amount, the first month and the line printed on each invoice. Clodou prepares one draft a month and sends nothing on its own. Pause the retainer once the last installment's draft is prepared; next season, set up a new one, because resuming a paused retainer also prepares drafts for the months it was paused.
Salting and de-icing are usually billed per application, and extras such as hauling snow away, clearing a roof or a late-night callout at the price you set; give each its own line. Commercial clients and property managers often ask for the date of every visit: put the dates in the line, or one line per visit. Whether snow removal is taxed where you work is for you to check with your accountant; Clodou applies the rate you set, per line if needed.
Step 1
Set up a $1,800 monthly retainer for Maple Court HOA from December 1: snow plowing and salting, 2026–27 season, $7,200 in four payments. Remind me on March 2 to check the March draft is ready, then pause the retainer.
Finds Maple Court HOA and sets up the retainer: $1,800 a month with the line "Snow plowing and salting, 2026–27 season", first draft on December 1. Adds a task due March 2: check the March draft for Maple Court, then pause the retainer. No invoice exists yet; nothing is sent on its own.
Step 2
Invoice Gloria Patel for January: driveway plowed on January 6, 12 and 19 at $65, and the sidewalk salted on January 12 and 19 at $25.
Finds Gloria Patel and creates draft invoice INV-0112 with two lines: driveway plowing, January 6, 12 and 19, 3 at $65, $195.00; sidewalk salting, January 12 and 19, 2 at $25, $50.00. No tax is set on this workspace, so the total is $245.00.
Step 3
It's February 1: prepare this month's retainer invoices. And log $386 for 40 bags of rock salt from Northside Supply.
Creates draft invoice INV-0115 for Maple Court HOA with the line snow plowing and salting, 2026–27 season, $1,800.00, and records a $386.00 expense, 40 bags of rock salt, with Northside Supply as the supplier.
Step 4
I sent INV-0112 and INV-0115. Gloria paid the $245, and Maple Court paid the $1,800.
Marks both invoices as sent and shows two approval cards: $245.00 on INV-0112 and $1,800.00 on INV-0115. Once you approve them, both invoices are marked paid.
Invoice Gloria Patel for January: driveway plowed on January 6, 12 and 19 at $65, and sidewalk salting twice at $25
Set up a $1,800 monthly retainer for Maple Court HOA from December 1: snow plowing and salting, 2026–27 season
Log $386 for 40 bags of rock salt from Northside Supply
Invoicing ·
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