Built for the tradesperson, freelancer, or small shop owner who is tired of digging through email to figure out who still owes them money. This AI invoice generator and payment tracker turns one prompt into a working money tool: you log a job, send an invoice, and the workspace keeps a running list of what is paid, what is overdue, and what to collect next.
Describe your business to Taskade Genesis and it builds the whole thing — invoice records, a client list, and a status board — using connected projects so every client links to their jobs and every job links to its invoice.
What's Included
- Invoice records: Each invoice carries amounts in a USD Currency field, a due date, and a paid/unpaid status you update with one tap.
- Client list: Connected projects tie each customer to their open and past invoices, so one click shows their full payment history.
- AI Agent: Ask "who owes me money?" or "which invoices are more than 30 days late?" and get a straight answer pulled from your own records.
- Overdue board: A Board view groups invoices by status so unpaid work never slips through the cracks.
- Automation: A reminder automation runs on its own when a due date passes, nudging you to follow up on late payers.
How To Use
- Clone this app into your workspace with one click.
- Add your clients and the jobs you have done for each.
- Create an invoice, set the amount and due date, and send it.
- Set up a reminder trigger so overdue invoices flag themselves.
- Open the tracker each morning and collect every dollar you are owed.
Browse more money tools in the Community Gallery or generate a custom AI agent to draft your follow-up emails.