Taskly gives you full control over how invoicing and payments work for your business. The following article explains the key options available in your Payment Settings.
Before anything else, decide whether you want Taskly to handle your invoicing, or whether you manage invoices in a separate system.
Go to Settings → Payment Settings and look for the Invoice Outside Taskly toggle.
Leave this toggle off. Taskly will generate and send invoices to your customers automatically based on your payment settings. This is the recommended approach for most businesses, it keeps everything in one place. Connecting Stripe is optional: you can invoice with offline payment instructions only, or add Stripe for online payments whenever you're ready. Learn how to set up payments.
If you also use Xero, you can connect Taskly to Xero so that invoices and payments sync across automatically. Learn more about the Xero integration.
Turn this toggle on if your business manages invoicing entirely in another system such as MYOB, or has complex invoicing requirements that Taskly doesn't support. When this is on, Taskly will not generate invoices for quotes or bookings, and all invoice and payment settings are hidden. You can still use Taskly for quoting, booking management, and everything else.
Heads up: When Invoice outside Taskly is enabled, the Generate invoice option will not appear on bookings or quotes.
If you are invoicing using Taskly, you can control when invoices are raised — either on a per-booking basis, or by setting a default.
Taskly raises the invoice when you mark the booking as complete. This is the most common workflow — it gives you flexibility to adjust the final price before invoicing, for example if the scope of work changed on the day.
Taskly raises the invoice as soon as the customer accepts the quote. The customer must pay before the booking is confirmed. This option is only available on quoted jobs — it is not available on direct bookings.
If you have Deposits enabled, customers will only be charged the deposit percentage upfront. The remaining balance will be invoiced automatically when the booking is marked as complete.
Go to Settings → Payment Settings
Under General, set your Default Payment Required to either After booking is completed or Before booking starts
Press Save Changes
You can override the default on any individual quote when sending it to a customer.
When creating a direct booking or issuing a quote, Taskly gives you a Generate invoice toggle in the pricing step.
Generate invoice on — Taskly will automatically raise an invoice for this booking based on your payment due setting.
Generate invoice off — No invoice will be created for this booking. This is useful if you want to combine multiple bookings onto a single invoice. You can attach the booking to an ad hoc invoice later. Learn how to create an ad hoc invoice.
For direct bookings (created without a quote), payment is always due after the booking is completed. The Pay Upfront option is only available on quoted jobs.
