Invoicing

Rates, supplements, reports and invoices.

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Check, invoice and send the month's invoicesFollow each client through four steps — check, invoice, send, paid — on a single screen, with a single button at a time.≈ 9 minsVideo · 2 min 25 sec
Set the prices of your propertiesGive each property a cleaning price, change it from a given date, choose the invoiced client and add a period, without touching invoices already issued.≈ 4 minsVideo · 2 min 29 sec
Link your accounting software and issue a credit noteLink your accounting software so your invoices are created there with their legal number, then correct an invoice already validated with a credit note or an additional invoice.≈ 7 minsVideo · 2 min 26 sec
Approve completed cleaningsConfirm the cleanings that were done so that they count in finance and invoicing, one by one or several at once, and remove an approval if you made a mistake.≈ 4 minsVideo · 2 min 29 sec
Collect from your clients by SEPA Direct DebitAsk your clients for a direct debit mandate, collect a validated invoice in two clicks and track the collections, the failures and the mandates.≈ 5 minsVideo · 2 min 30 sec
Prepare invoice messages and chase unpaid invoicesWrite the email templates that go with your invoices, choose a template per client or per period, set your reminder steps and send reminders for overdue invoices.≈ 5 mins
Send an invoice or schedule its sendingSend a validated invoice to your client straight away, or schedule its sending for the date and time you choose, then change or cancel the sending as long as it has not gone.≈ 3 mins
Build your price listCreate a price list, fill in its rates (cleaning, other services, linen, consumables, delivery), say what each line counts on and choose the default price list.≈ 5 mins
Create a supplementCreate a pricing rule that is added to the cleaning, with its questions, what it changes for the client, the cleaner and the company, its invoice text and its conditions.≈ 5 mins
Import and complete your ratesLoad the cleaning prices of all your properties from an Excel or CSV file, check each row before saving, then complete the properties left without a rate.≈ 5 mins
Analyser votre activité avec le tableau financierLe tableau financier Le tableau financier montre ce que rapporte et ce que coûte votre activité : chiffre d'affaires, charges, marge brute et marge nette, par…≈ 4 mins
Clients et rapports mensuelsClients et rapports Chaque client a une fiche de facturation, des tarifs pour ses logements et, chaque mois, un rapport qui reprend les ménages réalisés. Ces…≈ 2 mins
Créer un supplément dans les règles de tarificationLes suppléments Un supplément est une règle qui modifie le prix d'une mission dans un cas précis : une heure en plus, un ménage annulé, un déplacement, une clé…≈ 4 mins
Facturer : mentions, coordonnées bancaires et relancesFacturer vos clients The Big One prépare le rapport de ménages de chaque client. La facture, elle, est créée par votre logiciel comptable, ou faite ailleurs et…≈ 2 mins
Vérifier, facturer et envoyer les factures du moisVérifier, facturer et envoyer les factures du mois L'écran Finance › Rapports et factures réunit tout le travail de fin de mois : une ligne par client, quatre…≈ 3 mins