Features
Invoice from the job, and get paid from the invoice
What it does
Where does the invoice come from?
The job, with the quote's lines already on it. Nothing is retyped, which is why the quote, the job and the invoice can never quietly disagree about what the work was or what it cost. You can add to it, take lines off, or raise it from nothing if there was never a quote.
How does the customer pay?
The invoice is a link to a page in your name that they can open on a phone and pay from — card, or your bank details if you would rather. You can also set up a card on file for a customer who is on account, so the invoices pay themselves and nobody is chasing a regular for forty pounds every fortnight.
Can I take the money in stages?
Yes. A big job can be split into stages — a deposit, a first fix, the balance — each with its own date, and each going out as a real invoice in order. The last stage is always the remainder rather than a percentage, because three lots of a third of £999.99 is a penny more than the job, and a customer whose invoices add up to more than their quote does not conclude it is a rounding error.
What if I need to cancel or credit one?
An issued invoice's total never moves, because the customer may be holding a copy of it. What is no longer owed is carried by a credit note, and the balance is the total less what has been credited. A refund is recorded as its own negative payment rather than as a status on the original, which is the only way a part refund can be written down honestly.
How do I see what I am actually owed?
One figure, in one place, and it is the same figure everywhere it appears. What is owed is the total less what has been paid, less credits, less any CIS deduction, less retention that is still being held. Those last two are what make most software's "outstanding" number wrong for contracting work, and why a retention still held is never chased.
Does it chase people for me?
It shows you who is overdue and by how long, grouped by age so you can see whether it is one slow payer or a habit. Reminders go to the customer about the invoice; the decision to pick up the phone is still yours, because the one thing worse than not chasing is chasing somebody who paid last week.
Can I bill a customer once a month instead of per job?
Yes. A customer can be put on account, and everything finished in the period is gathered into one statement on the day you have set, on their own terms. A job with no price on it is reported rather than billed at nothing, because an invoice silently missing a job is worse than a question.
Does any of this reach my accounts software?
Yes — Xero, QuickBooks and Sage. Invoices, payments, credit notes and refunds all go across, and the figure that goes is the one printed on the document your customer is holding rather than one recalculated at the other end.
What it does not do
Worth knowing before you spend an afternoon on it rather than after.
It does not do your bookkeeping. It sends invoices and payments to Xero, QuickBooks or Sage; reconciling the bank and filing anything stays with you or your accountant.
There is no direct debit collection. Card on file covers the regular payer, but a true direct debit mandate is not something this sets up.
Payment reminders are not a sequence you design. There is one honest reminder, not a drip of five.
It does not chase for you automatically on the phone or by text. The list is there; the call is yours.
See it being done
Step-by-step guides with a short recording of each one, free to read without an account.
Raise and send an invoice
From a finished job, or from scratch when there was no job.
Take a payment
By card on their own page, or recording one that arrived another way.
See and chase what you are owed
Who owes you, how long it has been, and who to ring first.
Take the money in stages
A deposit, then materials, then the balance — each one dated, each one its own invoice, always adding up to the quote.
Cancel an invoice, credit it, or refund it
Putting something right after the customer already has the invoice — properly.
Bill a customer once a month
A letting agent or a housing association who sends you forty jobs a month gets one invoice, with a line for each.
Let a customer's card pay their invoices
A regular customer agrees once, and after that their invoices are paid without anybody tapping anything.
Set up live card payments
Apply for your own Monek account from inside TaskMyJob, so customers can pay deposits and invoices by card.
Also worth a look
Free to use, no account needed.
Late payment interest calculator
What you can legally claim when another business pays late: interest, plus a fixed sum.
Deposit and payment schedule calculator
Split a job into payments the customer can follow, with nothing lost to rounding.
VAT calculator
Add VAT or take it back off — and why taking it off is not taking 20% off.
A customer will not pay: the sequence that works
The order to do things in, what a late commercial invoice is legally worth, and the one number that makes most people pay before it goes further.
Questions, answered
Can customers pay an invoice by card?
Yes. The invoice is a page they can open on a phone and pay from, once card payments are set up on your account. Bank transfer details can be shown instead or as well.
Can I split an invoice into payment stages?
Yes. Stages go out in order, each with its own due date, and the final stage is always the remainder rather than a percentage so the total can never drift above the agreed price.
What happens if I need to refund part of an invoice?
A refund is recorded as its own negative payment against the invoice. The original total never changes, which keeps the copy your customer is holding accurate.
Does retention held back count as overdue?
No. Money being held as retention is not owed yet, so it is never chased, and a retention with no release date on it is never marked late.
What does it cost?
£29.99 a month for the whole business — every feature, every person, no add-ons and no per-user pricing. 60 days free and no card to start.
Everything else it does
Try it on your own work
60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.
£29.99 a month for the whole business after the free 60 days.