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Invoices Frequently Asked Questions

Learn to create, edit, customize, and troubleshoot CleanCloud invoices—plus the key differences from orders, statements, and styles.

Rafael avatar
Written by Rafael
Updated over a week ago

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:

  1. Go to Admin → Admin Tools → Undo Invoice Payment.

  2. Mark the invoice as unpaid.

  3. 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.


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?


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.


🛟 Need more help?

Explore our Help Center articles for answers. Contact us for further assistance.

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