Convert your billing process into an invoice payment portal where clients view their balance, download invoices, and settle up without a back-and-forth email chase. It helps agencies, freelancers, and service firms cut the awkward "just following up" messages and get paid faster. Describe how you bill clients, and Taskade Genesis builds the portal around it.
What's Included
- Invoice history: every client sees paid and outstanding invoices in one place.
- Balance summary: what's owed and what's cleared shows at a glance.
- AI agent: answers "which clients have overdue invoices?" and "what did the Reyes account pay last month?"
- Automation: payment reminders and receipt confirmations send on their own.
How To Use
- Open the Taskade App Generator and describe your invoicing and payment steps.
- List the billing details and statuses each client should see.
- Set permissions so clients view only their own invoices.
- Generate your invoice portal and share the link with clients.
Connect your payment and accounting tools via integrations on /automate, or browse more live client portals in the Community Gallery.
