Invoicing is a critical part of running a business, but it can be time-consuming and error-prone without the right tools. Mr Tasks offers a built-in invoicing feature that lets you create and send professional invoices directly from the app, saving you time and ensuring timely payments. This guide walks you through the process of generating invoices with Mr Tasks. ✅
Clear, professional invoices help you get paid faster and maintain strong client relationships. Mr Tasks simplifies invoicing by integrating it with task management, so you can track billable tasks and generate invoices in one place. Whether you’re a freelancer or a small business, this feature streamlines your billing process.
In the dashboard, create or edit a task and check the “Billable” checkbox. Add financial details like the hourly rate, hours worked, and any advance payments. Link the task to a client if applicable. These details will be used to calculate the total amount due when generating an invoice.
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From the dashboard, click “Download Invoice” or “Send Invoice” to open the invoicing modal. Select the billable tasks you want to include, which are grouped by client for convenience. Review the task details, such as hours worked and total amount, to ensure accuracy before proceeding.
- Download Invoice: Choose this option to generate a PDF invoice, which you can save or share manually. The invoice includes task details, client information, and financial totals, formatted with your preferred currency (set in the profile page).
- Send Invoice: If your email is verified (check in the profile page), you can send the invoice directly to the client’s email. Mr Tasks ensures secure delivery, and you’ll receive a confirmation once sent. 💸
- Customize Your Profile: Add your company name and logo URL in the profile settings to personalize invoices.
- Verify Your Email: Email verification is required to send invoices, so complete this step early.
- Track Payments: Use the “Advance” and “Remaining Due” fields in tasks to monitor payment status.
- Group by Client: When invoicing multiple tasks, group them by client for clarity.
Mr Tasks’ invoicing feature makes billing simple and efficient, eliminating the need for separate software. By marking tasks as billable, selecting them for invoicing, and customizing your invoices, you can maintain a professional image and get paid faster. Plus, the responsive design lets you manage invoicing on the go. ✅
Want to streamline your billing? Sign up for Mr Tasks and start generating invoices today!