📄️ Billing Overview
How CleverOps billing is structured — plans, subscriptions, invoices, payments, monthly runs, and statements.
📄️ Billing Plans
Define the priced products the monthly run invoices for — armed response, camera monitoring, hub rental, once-off charges.
📄️ Subscriptions
Attach plans to sites with per-site pricing, pause/resume, and end dates. Drives the monthly billing run.
📄️ Bill-to profiles
Invoice one customer under more than one legal entity — a company for some sites, a person or landlord for others — without splitting the CRM relationship into separate accounts.
📄️ Ad-hoc Charges
Log per-dispatch, distance-band, per-km and hourly charges, review them, and invoice a period in one click — one invoice per customer.
📄️ Invoices & Payments
Review, edit, send, and reconcile invoices and payments.
📄️ Invoice Runs
How CleverOps invoices the book each month — a draft batch on the billing day, reviewed and filtered, then issued (some or all) and emailed. Plus simulation, rebuilding changed customers, tag filters, final invoices and blocked accounts. Drafts have no number and change nothing until issued.
📄️ Till
A full-screen register for the front desk — sell from the price book, take the money on a tender, print the receipt, take account payments, and cash up your drawer.
📄️ Technician commission
Pay a field crew a share of every job they invoiced — a rate per tier that changes with who else was on the job — plus a monthly performance bonus on turnover or job cards.
📄️ Statements
Per-customer account history — every invoice, payment, and credit note with a running balance. Generate PDF statements to send to customers.
📄️ Account lifecycle, payment options & overview
Suspend, close or reactivate a billing account with a reason and reactivation date; store reusable payment options; choose invoice clubbing; and export a per-customer account-overview PDF.
📄️ Debit-Order Collections
Batch-collect open invoices for debit-order customers on their collection day — generate a run, export a Netcash or ABSA bank file, and reconcile the bank's results.
📄️ Standing collections
Debit orders your collections provider runs by itself — import its wallet statement, post the collections in one pass, and check what it collects against what you bill.
📄️ Payment Arrangements
Collect arrears in monthly instalments without credit-noting the debt — the invoices stay open and age truthfully; only the debit-order collection amount changes.
📄️ Bank reconciliation
Import a bank statement (OFX or CSV), let CleverOps refuse anything already reconciled, and verify each credit into a customer payment.
📄️ Automated reminders
Automatically email customers a reminder for overdue invoices and outstanding quotes, on a cadence you control.
📄️ Job appointment reminders
Automatically email customers a courier-style heads-up before a scheduled service job, with a link to confirm or request a reschedule.
📄️ Email Health & Bounce Protection
A permanently rejected address pauses automated emails until you fix it — with a task in Tasks Due and a Mark fixed flow that resumes sending.
📄️ Branded documents (PDFs)
The shared, branded PDF engine behind invoices, quotes, statements, receipts, and service-job reports — and what each document contains.
📄️ Config — templates, discounts, departments
Manage reusable discount templates and billing departments / cost-centres, and apply them to plans, subscriptions, and invoices.
📄️ Accounting sync (Xero, Sage, FreshBooks, Zoho & QuickBooks)
Link a VCR to Xero, Sage, FreshBooks, Zoho Books or QuickBooks Online and keep customers, invoices, payments, credit notes, inventory items and supplier bills in step automatically.
📄️ Import / Export (desktop packages)
Move data between CleverOps and a desktop accounting package that has no live sync — export import-ready files, and import your existing customers and stock from a CSV.
📄️ Pastel export (on-premise)
Export customers, inventory items and invoices as import-ready CSV files for legacy desktop Sage Pastel Partner / Xpress.
📄️ Omni Accounts export (on-premise)
Export customers, stock items and invoices as import-ready CSV files for legacy desktop Omni Accounts, and map the columns on Omni's own import screen.