Answers to common questions about creating, editing, and managing invoices in CleanCloud.
Overview
Invoices let you group multiple orders into a single, professional bill, perfect for recurring, business‑to‑business, or end‑of‑month billing.
Key benefits / use cases
Clear billing for customers who have multiple orders each billing cycle
Accurate record‑keeping by preventing changes to paid invoices without an audit trail
Flexible customization so invoices match your brand and workflow
FAQs
1. How do I edit or delete an invoice?
Unpaid invoices
Unpaid invoices cannot be edited directly.
Delete the unpaid invoice.
Edit the related order.
Recreate the invoice.
Paid invoices
Important: Paid invoices cannot be deleted for accounting accuracy. To make changes:
Go to Admin → Admin Tools → Undo Invoice Payment.
Mark the invoice as unpaid.
Return to the Invoices page to edit or delete it.
2. How do I customize invoice appearance or grouping?
Go to Settings → Admin → Payments & finances → Invoices to change branding, layout, and how orders are grouped on each invoice.
3. How do I create an invoice?
CleanCloud supports invoicing for both individual customers and business accounts.
Customers: See How to invoice a customer in CleanCloud.
Business accounts: See How to invoice a business in CleanCloud.
4. What’s the difference between an order and an invoice?
Order: A unique transaction or job with its own order ID.
Invoice: A document that groups one or more orders and requests payment.
5. What’s the difference between an invoice and a statement?
Invoice: A formal request for payment showing charges due.
Statement: A summary of transactions and outstanding balances; it is not payable. See Statements for customers and business accounts for details.
6. What’s the difference between the old and new invoice style?
Note: Some legacy accounts still list an Old Invoice option.
Old invoice: Always groups orders by Order Created Date.
New invoice (recommended): Lets you choose how orders are grouped:
Cleaned Date (default)
Order Created Date
Order Created Date (only if cleaned)
Order Completed / Delivered Date
The new invoice also resolves known limitations and will fully replace the old version in the future. You can run both styles during the transition period if needed.
7. Why didn’t an order appear on my invoice?
See Why orders may not be pulled into an invoice for troubleshooting steps.
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