Branded invoice PDFs generated straight from the job record, emailed to the customer in minutes, and tracked until they are paid. No Word templates, no Sunday night admin shift.
Because it did. Yours. Every invoice is generated as a clean PDF carrying your logo and your business name, pulled from your own settings. No CRM branding, no "powered by" clutter on your customer's paperwork.
And because your quote PDFs are generated in the same style, the customer sees consistent, professional documents from the first quote to the final invoice. That consistency is what makes a two-person outfit look like an established firm.
hello@sparklesouth.example
INVOICE
| Description | Amount |
|---|---|
| Weekly office clean x 4 | £320.00 |
| Interior windows | £45.00 |
Thank you for your business
Illustration of the invoice PDF - your logo and business name, not ours
The slowest part of invoicing is remembering. What did we do? Which week was the extra visit? What did we agree? When your jobs live in the same system, the invoice starts from the work you actually did - the customer, the site and the cleans are already there.
Raise it, check it, email it. Because the CRM runs in the browser, that can happen from a phone in the van before you drive off, while the job is still fresh - which is exactly when invoices should go out.
Illustration of invoice tracking - paid and outstanding at a glance
An invoice list only tells you half the story. The CRM also tracks your expenses and receipts - the mops, the chemicals, the fuel, the van repair - so what you spend sits alongside what you bill.
Come tax time, or just when you are wondering why a busy month felt tight, the numbers are in one place instead of a shoebox of receipts and a banking app.
Cleaning suppliesTrade counter
-£86.40FuelVan
-£64.20WorkwearUniform order
-£38.00Illustration of expense tracking - example figures
Most cleaning companies do not have an invoicing problem. They have an invoicing evening, every week.
The whole flow, without leaving the CRM.
The work is already in the system - customer, site and cleans included.
Generated from the job record as a branded PDF with your logo and name.
Sent straight to the customer, with a Pay Now button if card payments are on.
Status tracked in the CRM until the money is in - and chased if it is not.
Yes. Invoice PDFs carry your logo and your business name from your settings. Everything the customer receives looks like your company sent it.
An email from the CRM with the branded invoice PDF, and a Pay Now button if you have card payments switched on. It reads as paperwork from your company, not from a piece of software.
Yes, optionally. Connect your own Stripe account and every emailed invoice gets a Pay Now button. The money goes to your Stripe account and out to your bank - we never hold it.
Yes. The CRM tracks the status of every invoice, so paid and outstanding are visible at a glance instead of buried in an email trail.
Yes. Expense and receipt tracking is built in, so what you spend on materials, fuel and supplies sits alongside what you invoice.
Yes. Invoice PDFs and quote PDFs are generated in the same style, so a customer sees consistent paperwork from the first quote to the final invoice.
Yes. The CRM runs in the web browser, so you can raise and email an invoice from a phone, tablet or laptop - including from the job itself before you drive off.
Full access to everything, no card needed, and nothing charges automatically at the end. Invoicing is on every plan - see pricing or read reviews from cleaning businesses.