View your reports and invoices
In your client portal, find each report, its amount, its payment status, its credit notes and its PDF, your shared documents and the signature of the direct debit mandate.
The “Reports & invoices” menu gathers the documents to pay: each monthly report, its amount, its payment status and its PDF. You also see the credit notes, already deducted. Use this article to download a report, understand a status, open a shared document or sign a direct debit mandate. Allow 3 minutes.
For the detail cleaning by cleaning, see View the statement of your cleanings.
Read a report and download its PDF
Step by step
- 1
Open the “Reports & invoices” menu. The “My reports and invoices” card lists your reports.
- 2
Read the line of a report: its number, its period, its issue date, its amount including tax, its amount excluding tax and the payment status.
- 3
Click the line. The detail unfolds: one line per service, then the “Total excl. tax”, the tax and the total.
- 4
Click PDF, at the end of the line. The report is downloaded.
| Column of the detail | What it shows |
|---|---|
| Property | The property concerned |
| Service | What was done |
| Date | The day of the service |
| Price excl. tax | The price of the line, excluding tax |
Understand a payment status
| Status | What it means |
|---|---|
| To pay | The invoice is awaiting payment. Hover over the status to read “Due on …” |
| Direct debit in progress | The direct debit has been launched, the bank has not confirmed it yet |
| Paid on … | The invoice is paid, on the date shown |
| Overdue · 5 d | The due date has passed, here by 5 days |
| Credit note | The line is a credit note, attached to its invoice |
Read a credit note
A credit note cancels all or part of an invoice. It is shown under the invoice it corrects.
Step by step
- 1
Find the line “Credit note on invoice no. …”, under the report. Its amount is negative.
- 2
Read the calculation line: “Invoiced”, “Credit notes”, then “Net amount due”.
- 3
Click PDF, on the line of the credit note. The credit note opens in a window.
- 4
Click Download to keep it.
Open a shared document
Step by step
- 1
Open the “Shared documents” menu. Each document carries its name and its date.
- 2
Click Open. The document opens in a new tab.
The menu appears when your service provider has opened the “Shared documents” section. The last three documents are also on the dashboard, in the “Recent documents” card.
Sign a direct debit mandate
Do this when your service provider offers to settle your invoices by direct debit.
Step by step
- 1
Open the email “Setting up your direct debit”, sent in the name of your service provider.
- 2
Click the signature link. The page of the payment provider opens.
- 3
Follow the signature steps to the end. A confirmation page then appears.
- 4
Read the title of that page, then close it.
| Title of the page | What it means |
|---|---|
| Your mandate is in place | Your next invoices will be settled by direct debit |
| Your mandate is signed | The signature is recorded, the activation finishes by itself |
| Signature recorded | Your bank still has to validate the mandate, usually within a few minutes |
| Signature interrupted | You left the page before the end: no mandate was created |
| We could not confirm your mandate | Use the link received by email again, or contact your usual contact person |
Frequently asked questions
In which language is the PDF written?
In the language your service provider chose for you, not in the language of the screen. To change it, ask them.
Why does my monthly report not appear yet?
It appears once your service provider has validated it. Until then, the cleanings of the month are in the “Statement” menu, with a “provisional” price.
Can I pay an invoice from the client portal?
No. The portal shows the payment status. Payment is made by direct debit, if you have signed a mandate, or by the means agreed with your service provider.
When does an invoice become “overdue”?
After its due date, as long as it is not paid. The status then shows the number of days overdue.
Where do I find a credit note?
Under the invoice it corrects, in the “Reports & invoices” menu. It has no separate line.