Get paid the day you do the work. Describe your pricing and Taskade Genesis builds an app where marking a booking Completed calculates what is still owed after any deposit, sends a hosted Stripe Checkout link straight to the customer, and chases politely on a schedule if it goes unpaid.
The Quick Apps Booking is a live Taskade Genesis app on this page. Walk through the booking flow, see how a real appointment record behaves, then press "Use this app" to clone it in about ten seconds and add the balance owed, the payment link, and the receipt described below.
The gap between finishing work and getting paid is where most small service businesses lose money without noticing. Not to bad debt, but to delay: an invoice raised on Friday, sent on Monday, opened on Wednesday, paid whenever. Attaching the payment request to the completion of the job removes every one of those steps, and payment while the work is still fresh is the easiest payment you will ever collect.
What the build gives you: a total on each booking, a deposit already recorded, an automatic balance calculation, extras added on the day, a hosted payment link generated at completion, a receipt sent on payment, a reminder ladder for anything unpaid, and a clear view of money outstanding by age.
The same records render across the layouts you need:
- List view for today's completed jobs and whether each has been paid
- Table view for outstanding balances sorted by how long they have been owed
- Board view to move bookings through Completed, Link Sent, Paid, and Overdue
- Plus Calendar, Mind Map, Gantt, and Org Chart across the rest of the 7 project views
Automations do the asking. A field update trigger on Completed calculates the balance and calls the Stripe Checkout Session action, which returns a hosted URL sent by email and SMS. The Stripe integration marks the booking Paid when the money lands and sends a receipt. A delay action and a filter run a reminder ladder at three, seven, and fourteen days. Across 100+ bidirectional integrations, Stripe pulls payment events in while email, SMS, and Slack push requests and receipts out. Automations run on paid plans; the Free plan includes 10 flow runs in total.
The AI agents in the app carry 34 built-in tools including persistent memory. The Payments agent writes each reminder a little more firmly than the last without ever becoming rude, and it summarizes outstanding balances every Monday so you know your position without opening a spreadsheet.
Extras added on the day are worth handling explicitly. Most disputes are not about the agreed price, they are about the thing that was added while the work was happening and never confirmed. Recording an extra on the booking as it is agreed, so it appears on the payment request with a description, turns that conversation into a line item.
Sending by SMS as well as email matters more than it sounds. A payment link sitting in a phone's messages gets paid at a noticeably higher rate than one buried in an inbox, because paying takes one tap from a device the customer is already holding.
Clone the app, invite your team, and the money lands in your own Stripe account. Nobody takes a percentage for sending a link.
Learn payment links in Learn, the Stripe connection in Learn, and invoicing flows in Learn. Browse live builds in the Community Gallery. Pair this with the deposit collection flow that took the money up front, and the home service visit scheduler if the balance is due before the van leaves.
Frequently Asked Questions
How is the balance calculated?
Total minus deposit minus anything already paid, plus any extras recorded on the day. All of those live on the booking, so the figure is derived rather than typed, which removes the most common source of billing errors.
Can the customer pay on their phone at the door?
Yes. The hosted Stripe Checkout link works on any device, so sending it by SMS while you are still on site is usually the fastest way to get paid.
What if extras were added during the job?
Add them to the booking as line items with a short description before marking it Completed, and they appear on the payment request. Agreeing extras in writing as they happen is what prevents the awkward conversation later.
How many reminders should go out?
Three is usually enough: three days, seven days, and fourteen. Each one a little firmer than the last. Beyond that it is a conversation rather than an automation.
Does it send a receipt?
Yes. When the Stripe payment lands, the booking is marked Paid and a receipt goes out automatically, which removes the most common follow-up email a service business receives.
Can I see what I am owed at a glance?
Yes. The Table view sorts outstanding balances by age, and the agent sends a weekly summary. Knowing your outstanding total takes seconds rather than an accounting session.
Does this replace proper invoicing?
For most small service work it is enough on its own. If you need formal invoices for business customers, the same record can feed an invoice document, which is covered in Learn.
What about customers who always pay late?
The record counts late payments per customer, and a branch can require a larger deposit or full payment up front next time. That is far more effective than a fourth reminder.
