A ready-to-send 1099 invoice template for independent contractors — freelancers, tradespeople, consultants, and gig workers — who bill US clients and need to stay tax-ready in Taskade. The tax fields are already in place, so you fill in the work, hit send, and know exactly what's still unpaid.
What's Included
- Client Database: Name, billing address, EIN, W-9 status, payment terms, and USD Currency total per client
- Tax-Ready Invoice Fields: EIN, 1099-eligible flag, and year-to-date paid amount built in from the first invoice
- Invoice Agent: An AI agent that answers "who owes me money?" and "which clients are missing a W-9?" in plain words
- Send + Track Flow: Automations email the invoice, generate a pay link, and mark it sent
- Late-Payment Reminders: Triggers send polite nudges at 7, 14, and 30 days past due — no chasing by hand
- Status at a Glance: A Table view of every invoice — draft, sent, paid, overdue
How To Use
- Clone this template into your Taskade workspace
- Add your business details, EIN, and default payment terms
- Enter the client, the work, and the amount — the tax fields are already there
- Turn on reminder triggers for the 7/14/30-day cadence
- Send the invoice and watch the status update as clients pay — you always know what's outstanding
Pair this with the Trades Invoice Tracker to follow every job, or browse more finance apps in the Community Gallery.