This guide covers common questions about invoices in CleanCloud, including how to edit, manage, and distinguish them from regular orders.
1. How do I edit or delete an invoice?
The ability to modify an invoice depends on its payment status:
Unpaid invoices: These cannot be edited directly. To make changes, follow these steps:
Delete the unpaid invoice.
Edit the related order.
Recreate the invoice.
Paid invoices: These cannot be deleted for accounting accuracy. However, you can mark them as unpaid to edit or delete the order:
Go to Admin → Admin Tools → Undo Invoice Payment.
Mark the invoice as unpaid.
Return to the Invoices page to make the necessary edits or delete it.
2. How do I customize invoice appearance or grouping?
To customize how your invoices look or how orders are grouped, go to:
Settings → Admin → Payments & Finances → Invoices.
3. How do I create an invoice?
CleanCloud supports invoice creation for both individual customers and business accounts.
For customers: Refer to this guide: How to Invoice a Customer in CleanCloud
For business accounts: Refer to this guide: How to Invoice a Business in CleanCloud
4. What’s the difference between an order and an invoice in CleanCloud?
Order: A unique transaction or job with its own order ID.
Invoice: A document used to group multiple orders, commonly used for recurring or business billing.
5. What’s the difference between an invoice and a statement in CleanCloud?
Invoice: A formal request for payment, detailing charges.
Statement: A summary of transactions and outstanding balances, not a payable document. Learn more in the guide: Statements for Customers and Business Accounts.
🤓 Learn more: Explore in this guide why some orders may not be pulled into an invoice for customers or business accounts and how to troubleshoot this issue.
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