From accepted quote to paid invoice
Convert completed work into invoices without re-entering line items. Email invoices to customers and track open balances from your billing hub.
- Invoice creation from visits and quotes
- Email delivery with PDF attachment
- Outstanding balance snapshots
Pricing jobs guide →Accept card payments on your invoices
Connect Stripe once to add secure pay links to invoices. Funds settle to your connected account — separate from your Clean Scheduler subscription.
- Stripe Connect onboarding in the app
- Card checkout links on open invoices
- Payment ledger for all customer payments
Get paid with cards and Zelle →Match Zelle and bank deposits
Clean Scheduler does not connect to Zelle directly. When you link your business bank account, deposit matching helps tie Zelle, ACH, and wire deposits to the right invoice.
- Plaid bank connection on Business+
- Suggested matches with confidence scores
- CSV import fallback for bank statements