Schedule Invoicing Directly From Your Jobs
See how CleanTracker connects recurring service work and invoicing by letting invoice schedules live inside each job, so recurring visits can generate invoice tasks you can review and submit.
When customers have recurring service work, the same responsibility keeps returning: plan the visit, complete the work, and invoice it.
If invoicing is handled in a separate process, it quickly becomes another task someone has to remember. CleanTracker solves that by connecting invoicing to the same workflow as the recurring work you already plan.
Configure invoicing when you create the job
In CleanTracker, invoicing is configured as part of the job or agreement itself. That matters because different customers and service types often need different invoicing patterns.
You can choose whether invoicing should happen after each visit, on a periodic schedule, or through a custom setup that matches the agreement.
Invoice scheduling is configured directly in the job.
Let the schedule handle recurring invoicing
Once a recurring job has an invoice schedule, recurring work can drive recurring invoicing.
That means your team does not need to manually remember every invoice task each time recurring work happens. The schedule defines when invoicing should be created, and CleanTracker generates invoice tasks accordingly.
This is especially useful when the business handles many agreements with different rhythms. The setup stays tied to each job, instead of relying on manual follow-up outside the planning flow.
Review invoice tasks before submitting
CleanTracker gives you an invoicing overview where generated invoice tasks can be reviewed before submission.
You can keep control over what is being invoiced by reviewing practical details like customer, job, visit, amount, and invoice status. From there, selected invoices can be submitted to your connected invoice or accounting provider.
Review generated invoice tasks before submitting invoices.
Connect the full workflow
The real value is the connection across the whole process:
Agreement -> Planning -> Visit -> Invoicing.
Invoicing is no longer a separate admin routine disconnected from operations. It becomes part of the same job workflow that created the work in the first place.
If you want detailed setup instructions, see the Dinero integration guide.
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