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How Do I Keep Track of Which Window Cleaning Customers Pay Cash, Card or Transfer?

Window cleaners collect cash, card and bank transfers house by house and lose track of who has paid. We build payment records tied to every clean.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

On a window cleaning round, one street can have customers who leave cash under the mat, pay by card on the doorstep, pay by bank transfer when they remember and pay every few cleans in one go. Keeping that straight in a notebook fails. We build payment records linked to each clean, with each customer's preferred method, so you can see at any moment who has paid for what.

Money under the mat, in the app and "I'll transfer it"

Number 4 leaves cash in an envelope under a plant pot. Number 6 pays by card when you knock. Number 8 says "I'll send it over tonight" and does, usually. Number 10 is out, so you put a note through the door with your bank details. Number 12 pays every three cleans, in one go, and you have to remember where they are up to.

By the end of the day you have a pocket of cash, a card reader history, a note in your phone about number 8 and a banking app full of transfers with references like "windows" and "Mrs P". At the weekend you try to tick off the notebook. Some houses you are sure have paid. Some you are not.

Every house pays differently, and the notebook can't keep up

Window cleaning is one of the few trades where payment is collected at hundreds of homes on a rolling cycle. Each customer picks their own way to pay, and a round has all of them at once.

  • Cash left out is not always there, or is short, or is for two cleans.
  • Card payments on the doorstep are not linked to which clean they covered.
  • Bank transfers arrive with references that do not match any customer name.
  • Customers who pay every few cleans need a running balance.
  • Nothing shows a customer's balance at a glance while you are standing at their door.

The cost of not knowing who has paid

The obvious cost is money you never collect because nobody noticed a customer had not paid for three cleans. The other is awkwardness: asking a customer for money they already paid, which damages a good relationship. And the weekend reconciliation is hours of unpaid time that gets longer as the round grows.

Payment records attached to every clean

We build payment tracking into your round records, either in the round management app you use if it supports payments properly, or as a light app built around your customer list.

  1. Each customer has a preferred payment method and a running balance: cleans done minus payments received.
  2. When you mark a house as cleaned, the balance goes up. When cash is found, card taken or a payment recorded, it goes down.
  3. Card payments are taken through a reader or payment link that passes the customer reference, using a provider such as SumUp or Stripe, so they land against the right customer.
  4. Bank transfers are read from your bank feed or accounting software and matched by amount, reference and name, with anything uncertain put in a short list for you to confirm.
  5. Customers who owe money get a polite text with a payment link after the clean, at the intervals you choose.
  6. At any house you can see on your phone whether they are paid up, in credit or owe for a previous clean.
Payment habitNotebookPayment records
Cash under the matTicked if you rememberRecorded against the clean
Card at the doorSeparate card reader historyLinked to the customer
"I'll transfer it"A note in your phoneMatched from the bank feed
Pays every few cleansMental arithmeticRunning balance
Forgot to payNoticed months laterReminder text after the clean

Knowing the balance at every door

The weekend tick-off disappears. At each house you know if there is anything owing, so you can mention it politely or leave it to the automatic reminder. Transfers match themselves most of the time. And when you hand the books to your accountant, the takings add up.

On a normal day, you clean, tap the house as done, pick up the cash or take the card, and move on. The balance takes care of itself.

Is this how your payments work?

  • You spend time each week ticking off who has paid.
  • Bank transfers arrive with references you cannot match.
  • Some customers owe for several cleans before you notice.
  • You have asked a customer for money they had already paid.
  • You could not say your total outstanding right now.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Do I have to stop taking cash?

No. Cash stays as an option; it is simply recorded against the clean like any other payment.

Can it read my bank transactions?

Through your accounting software's bank feed, such as Xero or QuickBooks, or an open banking connection, with your permission. We match transfers to customers from there.

What about customers who pay in advance?

Their balance goes into credit and each clean uses it up, and you can see when it is running low.

Will this replace my round app?

Not necessarily. If your app handles payments well, we help you use it fully. If it does not, we can add payment tracking alongside it.

Keep reading

More on Problems We Solve

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Tell us how your window cleaning business runs today

Describe your round or contracts, how customers pay, and what you use to keep track, whether that is a round app, a spreadsheet or a notebook. We will tell you what we would build, and if an app you can already buy would do the job, we will say so.

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