Help Centre
For business owners3 min read

Invoicing a client

Turn a completed job into an invoice, keep track of what is outstanding, and mark it paid.

Creating an invoice

  1. Step 1: Open a completed job from your Schedule.

  2. Step 2: Click Create Invoice.

    The button only appears once the job is completed — the page says "Available once the job is completed" until then.

  3. Step 3: The invoice opens, filled in from the job: client, service, date and price.

    An invoice showing the bill-to details, job reference and total

Sending it

Print the invoice or save it as a PDF from your browser's print dialog, then send it however you normally reach that client. FlexMaid does not email invoices for you yet.

Keeping track

The Invoices page totals what is outstanding, what is still a draft, and what has been paid this month. When the money arrives, open the invoice and use Mark as Paid.

The Invoices page with totals for outstanding, drafts and paid this month
Outstanding, drafts and paid this month.

Common questions

Can clients pay online?
Not yet. Card payments are on the roadmap and are not built.
Can I invoice a month of jobs on one invoice?
Not today — invoices are created from a single job. For a monthly bill, export the client's history from their page and invoice from that.
Why is Create Invoice greyed out?
The job is not completed yet.

Related

Reports and payrollWork out what you owe each cleaner, what your clients still owe you, and what you earned and from whom — then export any of it as a spreadsheet.Managing your clientsAdd clients, keep entry instructions where your cleaners can actually use them, control what stays private, and archive clients you have stopped serving.

Still stuck?

Email support@flexmaid.ca and tell us what you were trying to do. A real person answers.

Contact support