Create invoices that get paid
Generate clean, accurate invoices in moments. Record payments, track overdue balances, and keep customers in the loop.
Accurate billing
- Due dates & terms
- Quick payment recording
- Overdue tracking
Professional output
- Clean branded layout
- Mobile-friendly
- Attach to emails
Faster cashflow
- Reduce admin time
- Improve clarity
- Get paid sooner
Fewer errors
- Convert from quotes/jobs
- Audit trail
- Consistent templates
Easy migration
- CSV import/export
- Bulk edits
- Standard fields
Clear follow-up
- Saved overdue views
- Reminder workflow
- Balance at a glance
How it works
Create invoice
Start from scratch or convert from a quote.
Send to client
Email or share a secure link to view and pay.
Record payments
Track partial and full payments easily.
Follow up
See unpaid balances and send reminders.
Branded templates
Consistent, clean output for every invoice.
Email delivery
Send and track delivery status to clients.
PDF export
Download or attach for your records.
Payment tracking
Record partial/full payments with timestamps.
Overdue reminders
Spot late balances and nudge clients politely.
From quote/job
Convert work into invoices without re-typing.
Connected features
What is invoicing in GoTaskhub?
Invoicing turns approved work into clear, professional bills with accurate totals and terms. GoTaskhub keeps all the context— line items, taxes, discounts, and job details—so you can send faster and get paid sooner.
Owner / Manager
See what’s unpaid at a glance. Standardize branding and stay on top of cashflow with simple reminders.
Office / Admin
Convert from quotes or jobs, send PDFs, log payments, and reconcile faster—no duplicate data entry.
Field Team
Capture proof on-site and hand off cleanly so invoices are complete and ready to send the same day.
Common use cases
- Job completion billing: Convert a finished job to an invoice with one click.
- Deposit + balance: Take a deposit upfront and record the final payment on completion.
- Progress billing: Break larger projects into staged invoices without losing context.
- Overdue follow-up: Identify late balances quickly and send reminders.
Spreadsheets vs word processors vs GoTaskhub
Spreadsheets are flexible but error-prone. Word processors look fine but don’t total reliably or track payments. GoTaskhub generates branded invoices with accurate totals, reminders, and a clear audit trail.
Pros
- Branded, professional output
- Accurate totals with tax/discounts
- Partial/full payment recording
- Overdue visibility and reminders
Cons (and mitigations)
- Late follow-up → use saved overdue views
- Brand inconsistency → lock templates
- Manual re-typing → convert from quotes/jobs
- Missing proof → attach files/photos from jobs
Common pitfalls & how to fix them
- Unclear terms: Add due dates and payment terms to avoid delays.
- Wrong totals: Use line items with tax/discounts for reliable math.
- No deposit tracking: Log deposits as partial payments tied to the invoice.
- No reminder process: Use saved views to nudge overdue customers weekly.
- Brand mismatch: Standardize templates with logo and colors.
Security & privacy
Control who can create or edit invoices with role-based access. Keep an activity history for audits and export data when needed.
Glossary
- Invoice
- A bill sent to a customer for goods/services provided.
- Partial payment
- A deposit or part of the total amount paid before completion.
- Terms
- Payment conditions, e.g., Net 7/14/30, due upon receipt.
- Reminder
- A follow-up sent to collect overdue balances.
Customer reviews
Bill clearly, follow up quickly, and get paid faster.
Emma R.
★★★★★
We invoice the same day now. Clear line items and terms cut back client questions, and payments are logged instantly.
Luca D.
★★★★★
Partial payments and deposits are simple. The branded PDFs look great and help us get paid faster.
Sofia M.
★★★★★
Reminders + saved views keep overdue balances visible. Cashflow is healthier because follow-up is automatic.
Ready to streamline your business?
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Frequently asked questions
Can I record partial payments?
Yes. Record deposits and partial payments; the remaining balance updates automatically.
Can I brand my invoices?
Upload a logo, set brand colors, and use clean templates for a professional look.
Do you support taxes and discounts?
Add tax and discounts at line or invoice level with automatic totals.
How do reminders work?
Use saved views to spot overdue invoices and send reminder emails with a couple of clicks.
Can I convert quotes or jobs to invoices?
Yes—convert approved quotes or completed jobs into invoices without re-typing.
Is it mobile-friendly?
Absolutely. Create, send, and record payments from your phone or tablet.