Payment Worfklows Explained - Taskly Docs

The following guide outlines how to set your preferred payment workflow in Taskly (allow customers to either pay for bookings upfront or on completion) and the key differences between them.

Taskly Payment Workflows Explained

Taskly has two payment workflows to choose from when issuing quotes.

After Booking Is Completed: When you issue a quote, customers will be notified that an invoice will be generated when the booking is completed. You will be able to adjust the final invoice amount when marking the booking as complete in Taskly.
Before Booking Starts: When you issue a quote from Taskly, customers will be asked to pay the amount up front in order for the booking to be confirmed. You can choose for full payment to be due, or you can enable Deposits and the remaining balance will be invoiced on completion.

If you want to accept deposits, you will need to enable this in your Payment Settings.

Choose a Default Payment Workflow

If you edit the default option for any quotes you issue on booking requests, you will still be able to change the payment workflow on a quote by quote basis needed.

Click Settings then go to Payment Settings
Scroll to Default Payment Required
Choose from the options available.
Click Save Changes

The following guide outlines how to set your preferred payment workflow in Taskly (allow customers to either pay for bookings upfront or on completion) and the key differences between them.