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How to Invoice a Customer in CleanCloud

Learn how to create, manage, and take payments for customer invoices in CleanCloud. Streamline order management with easy invoicing options.

Rafael avatar
Written by Rafael
Updated this week

Invoices are a powerful way to simplify order management for both customers and business accounts. The Invoices page includes sortable columns, easy pagination, adjustable rows per page, and a mobile-friendly layout – making it simple to track, manage, and process billing efficiently.


Follow these steps to create an invoice for a customer:

Creating an Invoice

  1. Go to Settings → Invoice.

  2. Click New Invoice at the top right of your screen.

  3. Choose the Invoice Type on the new page that appears. Options include:

    • All Unpaid Orders: Pulls all unpaid orders for the customer (lifetime), no date range required.

    • Monthly: Select the month you want to invoice.

    • Custom Date Range: Define your own date range.

    • Repeating: Create an automatically repeating invoice based on your preferences. [Learn more about repeating invoices here].

  4. Select Orders Date to Use:
    Cleaned Date (Default)
    Order Created Date
    Order Created Date (Only if Cleaned)

  5. Select the Invoice Recipient:

    • For individual customers: Enter their name, and the system will pull all unpaid orders based on the selected invoice type.

      • Or use our Suggest Customer Tool which will provide you a list of customers to invoice based on the number of unpaid orders.

    • For business accounts: A dropdown menu will prompt you to choose from the available business accounts.

  6. 🪄 Optional – Click Suggest Customers to automatically generate a list of potential invoice recipients. This list will display:
    Name
    Unpaid Orders
    Default Pay by Invoice
    Business Account (if applicable)

  7. Review the Draft Invoice: A draft invoice with an ID and total will be created, showing unpaid orders in chronological order. You can:

    • Change the creation or due date.

    • Add any discounts.

  8. Once confirmed, click Create Invoice at the top right.

  9. After creating the invoice, you can:

    • View it in a browser tab.

    • Download it as a PDF.

    • Email the invoice to the customer.

    • Take payment for the invoice.


Managing Invoices

To manage your invoices, go to Settings → Invoice. You can view, filter, and manage unpaid, paid, statement, and repeating invoices for both customers and business accounts.


Deleting Invoices

Once an invoice is created, the attached orders cannot be edited. If adjustments are needed, you must delete the unpaid invoice to modify the orders.

  • To delete an invoice, click the bin icon next to the unpaid invoice.

  • Paid invoices cannot be deleted. If needed, undo the payment by going to Settings → Admin → Admin Tools → Undo Invoice Payment, then delete the invoice from the unpaid tab. Be careful when performing this action.


Searching Invoices

To search for specific invoices, enter the invoice ID, recipient name, or order date in the Filter tab at the top right corner.


Taking Invoice Payments

If you use an integrated payment processor like Clearent or CleanCloud Pay, customers will receive a payment link via email.

For manual payments:

  1. Access the required invoice.

  2. Click the Payment button to view the available payment options. Partial payments are also allowed.


🗒️ Notes:

  • If you're using the old invoicing tool, switch to the new version under Settings → Admin → Payments & Finances → Invoices → Invoice Tool Version → New.

  • To avoid generating monthly invoices when there are no orders, toggle on Settings → Admin → Payments & Finances → Invoices → Do Not Create Repeat Invoice If No Orders Available.

  • Sometimes orders may not be included in a customer’s invoice. [Learn more about the reasons for this here].


🛟 Need more help?

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

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