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How to Manage and Monitor Invoices and Revenue in CleanCloud

Learn how to export invoice revenue data and set up billing preferences to track your business performance.

Rafael avatar
Written by Rafael
Updated over a week ago

Overview

In CleanCloud, you can manage and monitor invoices and revenue by exporting data, setting billing preferences, and using built-in tools to review performance. These features help you streamline financial tracking and keep your business running smoothly.


Exporting invoice revenue data

To review the revenue generated from invoices:

  1. Go to Settings → Metrics → Data export.

  2. In Export type, select Invoices.

  3. Set the time frame for the data you want to extract.

This export lets you review invoice revenue for a specific period.

→ See our Export invoices guide for more details.


Setting up billing preferences

CleanCloud offers flexible billing options, so you can choose how and when to invoice customers.

Individual customer invoices

Generate and send invoices for single customers. Ideal if you bill after service instead of at the point of sale.

→ See our Customer invoices guide for detailed steps.

Business account invoices

Create invoices for business accounts or manage bulk invoicing to simplify recurring or large-volume billing.


Key benefits

  • Custom billing cycles — bill immediately or on a schedule

  • Revenue visibility — track invoice performance over time

  • Flexible invoice types — manage customers or business accounts easily


🛟 Need more help?

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

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