Write the payment terms that get you paid: a clear due date, an unambiguous late fee rule, a deposit requirement, and a stated process for what happens at 14, 30, and 60 days. Plain language, no legal fog, ready to attach to every invoice and proposal you send.
The Invoice Generator is a live Taskade Genesis app you can work in on this page. Terms, due dates, and late fees are the fields that end up on every invoice it produces, which makes it the right place to start even though it is not a policy library yet. Draft your terms, then click "Use this app" to clone and own a copy in about ten seconds and build the library around it.
What you get is a policy document that behaves like a system. Each clause is a record you can version, so you know which client agreed to which version and when. The agent drafts each clause in readable English, explains the trade-off behind it (a 50 percent deposit protects cash flow but slows small projects), and produces two registers: what you require, and where you have made exceptions. Exceptions are where terms quietly rot, so they are tracked deliberately rather than remembered vaguely.
Workspace DNA is what makes terms enforceable in practice rather than in theory. Memory records which client accepted which version and when, so an argument about terms is settled by looking rather than debating. Intelligence, drawing on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, drafts each clause in language a client will read to the end and explains what it costs you to concede. Execution attaches the right version to every invoice and applies the consequences on schedule.
The AI agents in the app carry 34 built-in tools, including persistent memory that remembers your exception history and file analysis for reading terms a client sends back with changes. Ask the agent what a client's redline actually means for you and it will translate the change into plain consequences: 30 days becomes 60, your late fee is removed, and the effect on your cash is stated in days rather than in legal language.
The practical result is consistency. Terms stop being renegotiated informally on every project, new team members quote the same conditions as the founder, and clients stop discovering different rules depending on who they spoke to.
Keep it usable across views:
- List view for the readable policy clients receive
- Table view for the clause register with versions and effective dates
- Board view to sort clauses into standard, negotiable, and non-negotiable
- Plus the rest of the 7 project views
Automations make the policy real instead of decorative. A Taskade automation applies the late fee rule when an invoice passes its due date, attaches the correct terms version to a new invoice, and asks for approval before anything punitive is sent. Across 100+ bidirectional integrations, Gmail sends the notice, Slack alerts the account owner, and Google Sheets keeps the register readable outside the app.
Clone it, share it with everyone who quotes or invoices, and the policy stops living in one person's head. That alone removes most of the inconsistency that clients exploit.
One clear boundary: this drafts commercial terms in plain language and tracks who agreed to what. It is not legal advice, and late fee limits vary by jurisdiction and contract. Have a lawyer review the final wording before it becomes your standard.
One operating tip: review the exceptions register once a quarter rather than once a year. Exceptions are usually granted for good reasons and then never revisited, and a business that has quietly moved half its clients onto 60 day terms rarely decided to do that. Seeing the list in one place makes the correction easy.
Read how operators run billing systems in the Community Gallery, start a build at Taskade Genesis, or follow the workflow in invoice automation. Attach these terms to Draft an Invoice From a Project Scope, and let them drive Write an Overdue Invoice Reminder Sequence so the escalation matches what the client signed.
Frequently Asked Questions
What payment terms should I actually use?
The agent will reason through your situation, project size, client type, and cash position, and propose terms with the trade-offs stated. Shorter terms improve cash flow but can cost you enterprise clients whose finance departments pay on their own cycle. You decide, with the consequences visible.
Are late fees enforceable?
That depends on your jurisdiction and your contract, which is exactly why the app tracks the clause and the client's acceptance of it rather than promising enforceability. Get the wording reviewed locally, then let the app apply it consistently.
Should I charge a late fee to a good client?
The app separates the rule from the decision. It calculates and flags the fee, then waits for your approval, so you can waive it deliberately and record why. A waived fee that is logged is a negotiating position later.
Can different clients have different terms?
Yes. Terms attach per client with an effective date, and the agent warns when an invoice is issued under terms the client never agreed to.
Does it cover deposits and milestone payments?
It drafts the clauses. For the operational side see Take Deposits Before Work Starts, which handles the schedule and the chasing.
How do I roll out new terms to existing clients?
The agent produces the change notice, the affected client list, and the effective date, then an automation sends it and records acknowledgements as they arrive.
Where do the terms appear once they are agreed?
On the invoice, in the proposal, and in the client portal if you publish one. Because the clause is one record referenced everywhere, updating it updates every surface at once.
