Overview
Taskade Genesis turns a short prompt into a running invoice and license tracker. Projects hold clients, invoices, and revenue history. Taskade EVE drafts invoice copy and license terms in your brand voice. Automations send PDFs on submit, log payments, and email license keys. The App UI gives you a table, dashboard, or portal your clients actually use.
TL;DR: Build a complete invoicing and licensing workspace in Taskade Genesis in under 15 minutes. One prompt generates a client table, invoice template, payment log, and branded PDF automation. Sends via Gmail or Outlook, logs to Stripe or QuickBooks, and issues license keys from a secure pool. Costs from $6/mo compared to $50+ per seat for standalone invoicing SaaS. See the live example app or start here.
What You Will Build
A three-surface workspace:
- A Clients and Invoices table powered by Table view, tracking status (Draft, Sent, Paid, Overdue).
- A PDF generator automation that turns a submitted form into a branded invoice, emails the client, and logs revenue.
- A License key issuer that pulls an unused key from a pool, attaches it to the paid invoice, and emails it on confirmation.
Step 1. Generate the Base App
Open Taskade Genesis and paste this prompt.
Build an invoice and license tracker.
Fields: client, email, amount, due date, status (Draft, Sent, Paid, Overdue), license key.
Include a form that sends a branded PDF invoice on submit, a reminder
automation for unpaid invoices, and a license issuer that pulls a key
from a pool once the invoice is marked Paid.
Taskade Genesis returns a working app in under two minutes: a Projects table, a form view, three automations, and Taskade EVE pre-wired as the in-app assistant.
Step 2. Customize the Invoice Template
Open the invoice_template Project. Taskade EVE already generated a first draft. Edit it as plain text.
- Replace the sample logo with your brand image. Drag and drop into the header block.
- Update the company address, tax ID, and payment terms.
- Pick an accent color. Taskade EVE rewrites the CSS variables on confirmation.
Save. Every future invoice uses this template.
Step 3. Connect Gmail or Outlook
Open Automations and click the Send Invoice PDF automation.
- Pick Gmail or Outlook from the 100+ integrations catalog.
- Sign in with your account.
- Map the form fields to the email template.
The automation fires on every status = Sent change. Each invoice emails with the PDF attached and a reply-to address you control.
Step 4. Set Up the License Pool
License issuance needs a pool of unused keys.
- Open the
license_poolProject. - Paste your keys, one per row. Or generate 100 at once with Taskade EVE by asking "generate 100 unique 16-character license keys".
- Mark the
assignedcolumn asfalsefor every row.
The Issue License automation runs when an invoice flips to Paid. It pulls the first unassigned key, stamps it on the invoice, and sends it to the client. If the pool runs low, a second automation pings you on Slack.
Common Invoice Patterns
| Pattern | How Taskade Genesis handles it |
|---|---|
| Monthly recurring invoice | Automation runs on a schedule trigger and creates a new Invoice row each billing cycle. |
| Multi-currency billing | Add a Currency field. Taskade EVE formats the PDF with the right symbol and decimal rules. |
| Refunds and credit notes | Duplicate the invoice row, negate the amount, and set status to Refunded. Log posts to your revenue dashboard. |
| Client self-service portal | Publish the app to a custom domain with password protection. Clients see only their invoices. |
| Stripe or QuickBooks sync | Use the Stripe or QuickBooks integration in the automation step. Payment status updates two-way. |
Who This Works For
| Role | Typical setup |
|---|---|
| Freelancer | One-person workspace, 10 to 50 invoices a month, Stripe integration. |
| Consultancy | Multi-user workspace, client portal, retainer invoicing. |
| Software seller | License pool of 1,000 plus keys, webhook-driven issuance, refund flow. |
| Agency | Project-based invoicing, time-entry import, multi-currency. |
| SaaS founder | Usage-based invoices, webhook trigger, analytics dashboard. |
Publish and Share
When the app feels right, click Publish.
- Pick a custom domain or use the free Taskade URL.
- Turn on password protection or SSO sign-in if clients will log in.
- Send the link to your accountant, your team, or your clients.
Your invoicing workspace is live. Every submit, every payment, every license issuance feeds the same workspace memory. The app gets smarter the more you use it.