Taskly allows you to create ad hoc invoices. These invoices can combine multiple bookings on one invoice. You can also invoice a customer for work outside a standard booking.
Ad hoc invoices are 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.
Set the invoice Due Date. This defaults to your business's Invoice Due In (Days) setting, but you can change it to any other date for this invoice. Learn how to set your default due date.
Use the Enter prices excluding GST toggle to set whether the prices you enter already include GST or exclude it. This defaults to the customer's Default GST treatment if one is set, but you can change it here.
If you have bookings to include on this invoice, link them in the Link bookings section.
Check the box next to each booking you want to include.
Taskly lists bookings with Generate invoice turned off, no existing invoice attached (or only a voided one), and a GST treatment that matches the toggle above. An ad hoc invoice contains bookings with one GST treatment because inclusive and exclusive line items cannot be combined on the same invoice.
Under Line items, select a service or manually add a description, quantity, and price for each item.
Enter any positive quantity with up to two decimal places. For example, enter
4.5hours at$55to invoice$247.50.
Press Add line item to add more rows as needed.
At the bottom of the screen, optionally add an Invoice note and a PO Number. Anything you enter in Invoice note prints on the customer's PDF invoice, such as payment instructions or a thank you message. Leave it blank and no note appears on the invoice.
Ensure Send invoice email to customer is enabled if you want the customer to be emailed the invoice. If disabled, Taskly will not send them the invoice.
If the invoice is already paid, enable Already Paid. This hides the Due Date field, since no payment is due.
Review the invoice and press Create.
The customer receives the invoice by email with a link to pay online when you have Stripe set up. Learn how to set up payments.
