Bill a customer once a monthNew
A letting agent or a housing association who sends you forty jobs a month gets one invoice, with a line for each.
Written 16 October 2026
What is said in this recording
Finishing a job normally raises an invoice and emails it there and then. A commercial customer with work at twenty addresses does not want twenty emails — they want one invoice at the end of the month with a line for each job, which their accounts department can reconcile and pay in one go. Put them on account and that is what happens.
Step by step
- 1
Open the customer and press Edit.
This is set on the customer, not on each job.
- 2
Under “How are they billed?” choose On account.
Per job is the default and stays that way for everybody else. Nothing already invoiced changes.
- 3
Pick the day of the month and the payment terms, then save.
Up to the 28th, so the date exists in every month. Terms are days from the statement going out — 30 or 60 is usual for a commercial customer, and 14 is what everybody gets unless you say otherwise.
- 4
Check the Billing panel on their page.
It says how they are billed and lists what is finished and waiting for the next statement, with what it is worth.
- 5
On the day, the statement goes out by itself.
One invoice, a line per job carrying its reference, title and the date it was finished, emailed exactly like any other.
Worth knowing
Waiting is not the same as unbilled
Work for an account customer is deliberately not invoiced yet, so it is kept off the “to invoice” list and is never chased. It is shown on their own page instead, and the to-invoice tab says how many jobs are being held so nothing disappears.
A job with no price is left off and named
The statement will not bill it at nothing. It stays on their account, the activity trail says which job it was, and it goes on the next statement once somebody prices it. The same is true of a day-rate job with no rate set.
Some work keeps its own arrangement
A job already carrying a deposit, one billed in stages, and one for a CIS contractor are each invoiced on their own and are never folded into a statement. A share of a month's work carries no labour and materials split, so a CIS deduction from it would be a guess at somebody's tax.
Extra work waiting on the customer rides the next one
If they have not yet answered about extra work found on a job, that job waits for the following statement rather than going out before they have agreed to it.
An empty month sends nothing
No £0 statement and no “no work this month” email.
A statement carries no job photos
It covers several jobs, so there is no single job's evidence to attach. Share those from the job itself.
What this does not do
It will not bill work that is still in hand — only jobs that are finished. It is not an application for payment or a valuation. There is no credit limit and nothing is ever blocked because a customer owes money; that is a conversation with a phone call attached. And “end of month following” terms and a cycle on the last day of the month are not supported — terms are a number of days, and the cycle day is 1 to 28.