Prepare the bill for completed cleans and extra tasks in AxiomBlue
- Open the AxiomBlue cleaning visit jobs and review Tasks and completion notes. A Professional Job Series identifies the pattern; record the skipped visit’s actual outcome and check its treatment under the agreement.
- Review billable work and any approved extra task against each relevant invoice draft or configured series bill. For the illustrative per-visit month, reconcile three $120 cleans and the $50 additional task; the skipped visit contributes no charge under that example’s terms.
- Inspect earlier invoices to prevent charging a moved visit twice. Check the draft’s service dates, site, recipient and tax treatment before approving and sending. Keep a fixed monthly agreement’s rules distinct from this $410 per-visit example.
Decide what a moved or skipped clean means commercially
A per-visit service and a fixed monthly arrangement can handle cancellations differently. Record the actual visit outcome and refer to the agreement. A skipped visit must not silently become a completed clean, and a changed date must not create another charge for the same visit.
Keep extra tasks outside the standard clean visible
Find the customer approval for an additional appliance, room or specialist task, including its charging basis. Check the scope and completion notes before adding it to the invoice. The time recorded by a cleaner supports the review but does not by itself authorise an extra fixed-price charge.
Reconcile an illustrative per-visit month
Assume four cleans were planned at $120 each, excluding GST, but one was skipped without a charge under this example’s agreement. Three completed cleans total $360. An approved, completed $50 additional task brings the amount to $410 before GST, provided nothing was invoiced earlier.
| Illustrative per-visit bill | Amount excluding GST |
|---|---|
| Three completed cleans at $120 | $360 |
| Skipped clean: no charge under this example | $0 |
| Approved additional task | $50 |
| Total before GST | $410 |
Review the draft, recipient and balance before sending
Check the agreed price, approved extras, previous invoices, payments and any disputed amount. Verify the payer and required invoice reference. Confirm GST treatment for your registration and supply, and check the ATO requirements for the document. Issuing an invoice and receiving payment are separate events.
AxiomBlue connects quotes, job records and invoicing. Review the job’s billing method and draft rather than assuming every recorded cost is a customer charge. Core invoicing is available on Free within its limits. Professional adds variations and advanced billing processes; online sending and payments need a connection.
Sources: ATO tax invoice requirements
Common questions
Questions about this process
Should a skipped clean always reduce a monthly invoice?
Check the agreement. A per-visit arrangement and a fixed monthly service can have different terms. Record the actual outcome and the commercial decision rather than guessing from the schedule.
Put it to work
Your practical checklist
- Identify the agreed repeat-billing basis.
- Review completed, skipped and moved visits.
- Check approval and completion of extras.
- Prevent duplicate billing after a date change.
- Confirm the customer, payer and invoice reference.
See the records in Axiom Blue
Try the workflow with a familiar job.
Features and usage limits vary by plan. Review the tools relevant to your process before choosing your setup.