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How to send an invoice in GoTaskhub

How to send an invoice in GoTaskhub

Updated 2025-11-01

Sending invoices from GoTaskhub is quick and professional. Follow these steps to create, send, and track an invoice with secure client access and online payments.

Before you start

  • Make sure the customer’s email address is saved in the profile.
  • (Optional) Enable Stripe to accept secure card payments through the client portal.
  • Add your logo and bank details in Business Info for branded invoices.

Step-by-step

  1. Create or open an invoice: From a quote, click Convert to Invoice. Or go to Dashboard → Invoices → New Invoice to start from scratch.
  2. Review details: Confirm customer, line items, taxes, discounts, due date, and your branding. Ensure status is Draft so you can edit.
  3. Send to your client: Click Send by email to deliver a secure link. Optionally include a personalized message and attach a PDF.
  4. Track status: After sending, the invoice will show Sent, then Viewed when opened, and Paid when payment is received.
  5. Resend or download: Use Resend to email again, or Download PDF for your records.

Tips

  • Add your logo, bank transfer details, and payment instructions in Business Info to auto-include them.
  • Enable Stripe to accept secure card payments via the client portal.
  • Use filters in Invoices to find Draft, Overdue, or Paid invoices quickly.

Troubleshooting

Client didn’t receive the email

Ask them to check spam. You can also copy the secure portal link and send it manually, or click Resend.

Can’t edit the invoice

Ensure the status is Draft. Sent or Paid invoices are locked to protect your records.

Payment not showing as Paid

If the client paid outside the portal, use Record payment to update the status.

Frequently asked questions

How do I send an invoice?

Open the invoice and click 'Send by email'. The client receives a secure link to view and pay.

Can clients pay online?

Yes. If Stripe is enabled, clients can pay securely via the client portal using a card.

How do I know if a client has viewed the invoice?

GoTaskhub tracks views. The status will show 'Viewed' once your client opens the link.

Can I resend or download a PDF copy?

Yes. Open the invoice and use 'Resend' to email again, or 'Download PDF' to save/print.

Next steps