Taskly allows you to create additional invoices for a booking — useful if extra work was completed that wasn't included in the original invoice, or if you need to charge for materials or add-ons after the job. The following article outlines how to create an additional invoice for a booking.
This is different from an ad hoc invoice. An additional invoice is raised directly on an existing booking record. If you want to combine multiple bookings onto a single invoice, see Create an Ad Hoc Invoice instead.
Go to Bookings and open the booking you would like to raise an additional invoice for
Scroll to the Price section on the booking record
Press Add Invoice
Add a Note to appear on the invoice (e.g. "Additional materials supplied on site")
Optionally enter a PO Number
Enter the line items for the additional charges — add a Description, Quantity, and Price for each item
If the customer has already paid, enable the Already Paid toggle
Press Submit
The additional invoice will be sent to the customer immediately and will appear alongside the original invoice on the booking record.
