Quotes, invoices, and payments
Move customer work from quote to invoice and payment, configure online collection, review transactions, and handle tax-exempt customers safely.
Use these guides to move from proposed work to collected payment. Cleanr keeps quotes, Appointments, Sessions, invoices, and payment records connected, but each step has a different job. Confirm the customer and amount before sending, charging, recording, or refunding money.
From quote to collection
Create, send, and accept a quote
Record proposed work, customer acceptance, and the Appointment that follows.
Create an invoice
Turn completed work into an invoice and review its charges before sending.
Set up online payments
Connect Stripe, accept invoice payments, and save a card with authorization.
Set up automatic payments and understand ACH
Prepare auto-charge safely and use the supported alternative while ACH checkout is unavailable.
Review or correct a payment record
Send, record, or refund a payment
Send reminders, record external payments, and handle full or partial refunds.
Review payouts and transactions
Track charges, balances, payout status, and Stripe activity.
Mark a customer as tax exempt
Exclude tax from future invoices and verify the next customer total.
Before collecting again after an error, review the invoice and transaction history so the customer is not charged twice.
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