
A simple billing loop beats a fancy finance suite you will not open. Invoice the completed job, record whether money arrived, and chase what is still open.
Bill from completed work
If you invoice from memory, you will miss add-ons or bill a cancelled visit. The job record should be the source.
Send a proper invoice
Customers take branded invoices more seriously than a WhatsApp total. Include the job date and the service.
Record payment status
Paid, partial or outstanding. CleanMoo stores payment records; it does not take the card payment for you.
Follow outstanding balances weekly
A short weekly list of unpaid invoices is enough. Waiting 60 days trains customers to delay.