Onboard clients with structured intake and tags, then send quotes and invoices with line items, tax, due dates, branded PDFs and online payment.
Quote → paid
Without re-entering data
Branded
PDFs and receipts
Online
Card payment on every invoice
What you get
Intake details, tags, onboarding stages and a complete client profile.
Line items, tax and validity, with approval before conversion to an invoice.
Auto-numbering, due dates, payment states and branded PDF delivery by email.
Automatic reminders to the people who own billing — and nobody else.
In detail
Not a feature list — the mechanics of how records behave, who can change them and what happens next.
Every client carries their own record: intake detail, contacts, onboarding stage and the full history of work and finances.
A quote carries the line items, tax and validity. When the client approves, it becomes an invoice with the same numbers.
Invoices are numbered automatically, delivered as branded PDFs and can be paid online — with receipts issued on settlement.
Workflow
Onboard the client
Structured intake creates the record and the onboarding stages.
Send the quote
Line items and tax, shared as a client-facing link.
Convert to invoice
Approved quotes become invoices with no re-entry.
Track to paid
Secure Payment link, receipt and reminders handle the rest.
The TasksPro journey
Every record — whichever module it starts in — moves through the same continuous workflow from intake to closure.
The work has been asked for or captured.
Scope exists as a project, job card or estimate.
Someone owns the work.
Time, notes, files or comments are on the record.
Approved internally or accepted by the client.
The work is finished and signed off.
An invoice has been raised for the work.
The invoice is settled in full.
Invoices bill delivered jobs and hours
Payments close the journey on the client account
Receipts are issued and emailed automatically
Who it is for
One ledger of quoted, invoiced, paid and overdue.
The whole client relationship on a single page.
Cash position tied to the work that produced it.
Questions
Each invoice carries a secure payment link. Card payments settle to your own connected account and a receipt is issued automatically.
Yes. Tax is configured per workspace and applied per line item on quotes and invoices.
Numbering is automatic and sequential within your workspace, so records stay auditable.
Start with your own workspace and bring your clients, work, team and billing together as your business grows.
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