Taskly allows you to create ad hoc invoices — invoices that aren't automatically tied to a single booking. This is useful when you want to combine multiple bookings onto one invoice, or when you need to invoice a customer for something outside of a standard booking.
Ad hoc invoices are only available when Invoice outside Taskly is turned off. Learn more about invoicing options.
Go to Invoices
Press New Invoice
Select the Customer you would like to invoice
Add a Due Date and optionally a PO Number
Add any Notes you want to appear on the invoice (e.g. payment instructions or a thank you message)
If you have bookings you want to include on this invoice, you can link them in the Link bookings section.
Only bookings with Generate invoice turned off and no existing invoice attached will appear here. If a booking already has an invoice, it won't be shown.
Check the box next to any bookings you want to include on this invoice
Under Line items, add a description, quantity, and price for each item you want to include
Press Add line item to add more rows as needed
Review the invoice total and press Send Invoice to send it to the customer immediately, or Save to keep it as a draft
The customer will receive the invoice by email with a link to pay online if you have Stripe set up. Learn how to set up payments.
