Invoicing & Payments

Create, send, and track invoices. Collect payments from clients securely.

Invoicing & Payments

Create professional invoices, send them to clients, and get paid faster with integrated payment processing.

Creating an Invoice

Step 1: Start a New Invoice

  1. Go to Billing → Invoices
  2. Click + New Invoice
  3. Select the client (or create one on-the-fly)

Step 2: Add Line Items

Each line item represents a charge on the invoice:

  • Description: What you're charging for (e.g., "Installation labor", "Materials")
  • Quantity: How many units (hours, items, etc.)
  • Rate: Price per unit
  • Amount: Auto-calculated (quantity × rate)

Tip: Create templates for recurring charges (standard labor rates, common materials). Taskyy will remember them next time.

Step 3: Add Taxes

  • Tax rate: Select from preset rates or enter custom
  • Tax calculation: Applied to subtotal automatically
  • Tax-exempt items: Toggle off tax for specific line items

Step 4: Customize & Review

  • Invoice number: Auto-generated or custom
  • Due date: When payment is due
  • Payment terms: Net 30, Net 15, Due on receipt, etc.
  • Notes to client: Payment instructions, thank you message, etc.
  • Company logo: Shown in PDF and emails

Step 5: Send to Client

Choose delivery method:

  • Email: Invoice sent immediately
  • SMS: Text message with payment link
  • Print: For in-person delivery
  • Copy link: Share via text, chat, etc.

Tracking Payments

Invoice Status

  • Draft: Not yet sent
  • Sent: Delivered to client, awaiting payment
  • Partial: Client paid part of the amount
  • Paid: Fully paid
  • Overdue: Past the due date

Payment Reminders

Taskyy can automatically send reminders:

  • 3 days before due date
  • On the due date
  • 7 days after due date (overdue)

Enable in Settings → Payment Reminders.

Online Payments

Clients can pay directly from the invoice using:

  • Credit card (Visa, Mastercard, Amex)
  • ACH bank transfer (faster, lower fees)
  • Check (payment details included on invoice)

Note: You'll pay standard payment processing fees (2.9% + $0.30 for cards, lower for ACH). Fees are shown at checkout for clients.

Customizing Invoices

Invoice Templates

Create custom templates with:

  • Your company branding
  • Standard line items (recurring charges)
  • Payment methods
  • Custom fields

Go to Settings → Invoice Templates.

Bulk Actions

  • Print multiple invoices at once
  • Send reminders to all overdue clients
  • Mark paid in bulk after bank reconciliation

Best Practices

  • Invoice promptly: Send within 24 hours of work completion
  • Clear descriptions: Be specific about what was charged
  • Set payment terms: Make due dates clear upfront
  • Follow up on overdue: Use automatic reminders or contact clients directly
  • Keep records: Taskyy stores all invoice history for taxes and disputes

Expenses & Tax Prep

Track expenses to match invoices and prepare for taxes:

  • Job costs: Labor, materials, subcontractors
  • Operating expenses: Gas, tools, insurance, etc.
  • Tax categories: Pre-configured for tax prep

See Expense Tracking for details.

Related Help

Last Updated: 2026-07-15
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