Taskly allows you to mark a booking as complete once a job has been finished. The following article outlines how to complete a booking and what happens depending on your invoicing settings.
Go to Bookings and open the booking you would like to complete
Press Complete Booking
What happens next depends on the invoicing settings for the booking.
Taskly will open the completion screen where you can finalise the invoice before sending it to the customer.
Review and adjust the Price line items if needed, you can update quantities, prices, add new line items, or remove existing ones to reflect the final cost of the job. This is the main thing to check before you submit.
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.
If the customer has already paid (e.g. cash on the day), enable the Already Paid toggle, this will mark the invoice as paid without sending a payment request. The Due Date field is hidden while this is enabled, since no payment is due.
Optionally add an Invoice note and a PO Number at the bottom of the screen. Anything you enter in Invoice note prints on the customer's PDF invoice, for example "Thanks for having us, it was a pleasure." Leave it blank and no note appears on the invoice.
Press Submit
The invoice will be raised and sent to the customer immediately, due on the date you selected. If the booking had a deposit paid upfront, the completion screen will show the remaining balance due with its own Due Date field, and this balance invoice will be raised automatically on submission.
Choose whether to send a booking completion email to the customer
Press Submit
The booking will be marked as complete. No invoice is generated.
If you need to raise an invoice for a booking where auto-invoicing is off, you can create an ad hoc invoice and link the booking to it. Learn how to create an ad hoc invoice.
