The French version of this article has been updated since it was translated. Read the French version
The statement and prices in the client portal
What your client sees in their portal – the price of each cleaning, the statement of their cleanings with photos and checklist – and how to set what they see.
The video for this guide is coming soon.
In their portal, your client sees the price of each cleaning and the “Statement” menu: all their cleanings, with their photos, their checklist and their price excl. tax and incl. tax. You have nothing to prepare: the prices are those of your rates and your reports. Use this article to check what a client sees, or to answer their questions. Allow 5 minutes.
To put a summary in an owner's portal, see Send a report to the owner.
See the portal as your client does
Step by step
- 1
Open the Settings › Access › Client portals menu.
- 2
On the client's line, click View their portal. Their portal opens, with the banner “Preview of …'s portal — read only.”
- 3
Go through their menus: “Dashboard”, “Statement”, “Reports & invoices”. You see their screens, with their properties only.
- 4
Click “Back to client access” to return to the list.
Read the prices and the statement
Step by step
- 1
Open “Dashboard”. Each cleaning of the day shows its price excl. tax, its price incl. tax and the word “provisional” or “invoiced”.
- 2
Open the “Statement” menu. The “Cleaning statement” page lists each cleaning done.
- 3
Read the totals for the selection: “Cleanings”, “Total excl. tax”, the tax and “Total incl. tax”.
- 4
On a line, click “Photos”. The cleaning's report page opens: the tasks, the photos and the “Price applied”.
- 5
Click Back to the statement. You return to the same filter, at the same place.
| Statement column | What it shows |
|---|---|
| Date | The day of the cleaning |
| Property | The property cleaned |
| Checklist | The checklist used for this cleaning |
| Contractor | The person assigned. Column shown if the “Assigned contractors” section is open |
| Photos | The link to the cleaning's report. Column shown if the “Photos and reports” section is open |
| Tasks done | The tasks ticked by the cleaner |
| Price excl. tax and Price incl. tax | The price of the cleaning |
| Status | “Provisional” or “Invoiced · report no. …” |
| Word | What it means |
|---|---|
| Provisional | The cleaning has not been invoiced yet: its price can still change (adjustment, supplement) |
| Invoiced | The cleaning is on a validated report: its price is the one on the report |
| Price to come | No price to show, for example for a property with no rate. Never 0 |
Filter and export the statement
Step by step
- 1
Click the period. Choose “This month”, “Last month”, or two dates: the start, then the end.
- 2
In “Property”, tick one or more properties.
- 3
In “Checklist”, choose a checklist. The totals follow the selection.
- 4
Click Export, then choose “PDF” or “Spreadsheet (Excel)”. The file contains the cleanings of the selection.
- Both documents carry the words “This document is not an invoice.”
Set what the client sees
Step by step
- 1
Open the Settings › Access › Client portals menu.
- 2
On the client's line, open “⋯”, then click Edit. The “Edit client access” window opens.
- 3
Under “What this client can see and do”, choose the level of each section: “Hidden”, “View” or “Edit”.
- 4
Click Save. The client sees the change on their next visit.
| Section | Effect on the statement |
|---|---|
| Their reports and invoices | Always open: the client sees their prices, statement and invoices. “Hidden” is not offered |
| Assigned contractors | Open: the contractor's name appears in the statement. Hidden: the column does not exist |
| Photos and reports | Open: the client has the links to the photos and to the report page. Hidden: they do not |
Frequently asked questions
Does the statement replace the invoice?
No. The statement is a summary, and it says so: “This statement is not an invoice. The document to pay is still the invoice.”
Why is a price “provisional”?
The cleaning is not yet on a validated report. Its price can still change; it becomes “Invoiced” when the monthly report is invoiced.
Why does a cleaning show “Price to come”?
Most often, its property has no rate. Set it in Finance › Reports and invoices, “Price and client to set up” button.
Does the client see the cleaner's name?
Only if the “Assigned contractors” section is open in their access. Otherwise, the “Contractor” column does not appear.
Can the client download their statement?
Yes. The “Export” button gives them the statement as a PDF or a spreadsheet, for the period and the properties they have chosen.