Winning the work is the halfway point. This live Taskade Genesis app picks up where the proposal stops: the accepted scope becomes line items, the line items become a professional invoice, and the invoice sits in a tracker that shows you what is issued, what is paid, and what has quietly gone past due.
What's Included
- Line-Item Builder: Scope from the accepted proposal converted into billable lines
- Professional Invoice: Your branding, terms, and payment details, generated per client
- Payment Status: Issued, viewed, part-paid, and settled, tracked per invoice
- Overdue View: What is late and by how many days, sorted so the worst is on top
- Client History: Every invoice ever sent to an account, in one place
How To Use It
- Clone the live app above into your workspace.
- Add your business details, payment terms, and branding once.
- Convert an accepted proposal into line items and issue the first invoice.
- Add an automation that sends the reminder at 14 days and again at 30.
- Watch the overdue column and chase from the record rather than from memory.
Generate the quote upstream with the proposal generators, keep the aged detail in the accounts receivable aging tracker, and see the whole cash picture in the finance generators.