The money side, start to finish: quote the work, bill it, collect it, and reconcile it. These articles cover quotes, invoices, card payments, statements, and refunds.
How to create and send a quote
Build a professional quote in ClippingCash with line items, then send it to your customer to approve — and turn it into a scheduled job.
How to measure a lawn and price the quote
Measure a lawn from satellite without driving out: find the address, trace the grass on the map, and ClippingCash prices the quote from your area pricing, with optional Good, Better, Best tiers.
How to offer three price options on one quote
Put Good, Better and Best options on a single ClippingCash quote. The customer compares them side by side, picks one, and the total updates as they choose.
How to create and send an invoice
Bill a customer in ClippingCash. Pick a customer, drop in a service, and send a clean invoice with a due date and an online pay link.
How to set when your invoices are due
Set the default due date for new ClippingCash invoices: a number of days after the invoice date, or the end of the following month, and optionally move your open invoices to the new terms.
How to charge a customer a set monthly rate
Put a customer on a monthly billing plan in ClippingCash: one agreed price or a roll-up of visits, billed before or after the work.
How to record a payment
Record a payment against an invoice in ClippingCash — cash, check, card, or ACH — and keep your unpaid balances accurate.
How to record a check payment
Record a paper check in ClippingCash with its check number, and see what happens when a manual payment is more than the invoice owes.
How to take card payments online
Let customers pay by card in ClippingCash. Connect Stripe once, then collect card payments from invoices, the customer portal, and your crew at the door.
How to take bank payments (ACH)
Let customers pay ClippingCash invoices from their bank account. What it costs, how long a bank payment takes to clear, and what happens if the bank sends one back.
How to turn on autopay for a customer
Let a customer save a card once and have every job invoice and billing plan invoice charged automatically in ClippingCash, with a retry and an alert if a charge fails.
How to send a statement
Send a customer an account statement in ClippingCash, by email or on paper, one at a time or in a batch. Every statement closes with what is still owed today.
How to let a customer approve a quote online
Send a quote as a link the customer opens and approves themselves, with optional add-ons they can pick. No phone tag, and the approval is recorded.
How to get a quote signed
Customers can sign a ClippingCash quote when they approve it: typed name, an I agree tick and an optional drawn signature. Require a signature, download the signed PDF, and know what happens when you edit a signed quote.
How to edit or resend a quote
Change a quote before it goes out, resend one the customer lost, and know which of the seven quote statuses lock the quote read-only.
How to connect Stripe so you can accept cards
Set up Stripe to take card payments in ClippingCash, and what being the merchant of record means for your disputes, refunds and fees.
When your money actually arrives
Available balance, pending balance, and payout status explained. Why a card payment today is not cash in your bank today, and how to see where money is.
How to refund a payment
Issue a full or partial refund on a card payment in ClippingCash, pick the right reason code, and record the refunds you handed back in cash or by check.
How to reconcile your transactions
A monthly routine for checking your ClippingCash numbers against reality: what to filter, what the summary tiles mean, and the mismatches worth hunting.
How to set up automatic payment reminders
Switch on payment reminder emails in ClippingCash: one the day before an invoice is due, then 3, 10 and 20 days after, plus an optional day 7 text, skipping customers on autopay. Change the schedule or add a late fee. Off until you turn it on.
How to see who owes you and chase it
Who owes me lists every past-due invoice in ClippingCash, grouped by customer, with totals and a CSV export. Send the next reminder in one tap, note a promise to pay, and add a day 7 text to your reminders.
How to write off an unpaid invoice
Write off what a customer still owes on an invoice as bad debt in ClippingCash. It leaves Who owes me, stops reminders and late fees, shows as bad debt in reports, and can be undone.