Invoices and payments
Raise it, send it, get paid, and put it right when something changes — without breaking your books.
Raise and send an invoice
From a finished job, or from scratch when there was no job.
5 steps49s recording
Take a payment
By card on their own page, or recording one that arrived another way.
5 steps44s recording
Take the money in stagesNew
A deposit, then materials, then the balance — each one its own invoice, always adding up to the quote.
5 steps24s recording
See and chase what you are owed
Who owes you, how long it has been, and who to ring first.
4 steps35s recording
Work you have finished and not billedNew
The jobs that are done and never got invoiced — and the deposit ones that look invoiced and are not.
4 steps
Cancel an invoice, credit it, or refund it
Putting something right after the customer already has the invoice — properly.
5 steps55s recording
Retention held back on a contractNew
Money the contract keeps until practical completion — recorded, shown to the customer, and never chased as a debt.
5 steps27s recording
Bill for the days workedNew
Charge a rate per person per day, counted from the visits your team has already finished.
6 steps50s recording
Subcontract work and CISNew
What a contractor withholds from your invoice, why it is not a debt, and how to set it up.
4 steps46s recording
Getting your CIS backNew
The statements contractors owe you, which ones are late, and what the tax year adds up to.
4 steps28s recording
The VAT reverse charge on construction workNew
When you charge no VAT at all, what the invoice has to say, and the two questions only your customer can answer.
2 steps38s recording
Let a customer's card pay their invoicesNew
A regular customer agrees once, and after that their invoices are paid without anybody tapping anything.
5 steps49s recording
Set up live card paymentsNew
Apply for your own Monek account from inside TaskMyJob, so customers can pay deposits and invoices by card.
5 steps