Service business invoicing
Keep the invoice connected to the work.
Create invoices from your jobs, send them to customers, and see what has been paid. TaskLyft keeps invoicing alongside scheduling and customer records.
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Create an invoice that looks like your business
Build an invoice from the job and add the line items for the work completed. Include your logo and tax details, with taxes calculated as part of the flow. Print or download a copy when a customer needs one, or send it directly by email or SMS.
- Your logo and tax details
- Line items and tax calculations
- Print, download, email, or SMS
Record how each customer paid
A single business may collect payments online and in person. Take online card payments through TaskLyft, and record cash or e-transfer payments against the invoice. Keeping the method and balance together gives you a clearer view of the job’s payment status.
- Online card payments
- Cash and e-transfer tracking
- Payment status on each invoice
See which balances need a follow-up
Use your invoice list to find unpaid invoices and review outstanding balances. Since invoicing lives with the customer and job history, you can check the context before contacting the customer. Your dashboard also brings billed revenue and payment information into view.
- Unpaid invoice tracking
- Customer and job context
- Revenue and payment analytics
Is invoicing included in both plans?
Yes. Growth includes branded invoices, deposits, and payments. Max includes everything in Growth and adds a custom domain, branded email, and priority support. All users get a 14-day free trial.
Compare Growth and Max