A simple, professional invoice workspace for freelancers — designers, writers, developers, consultants — billing hourly or by project in Taskade.
What's Included
- Client Database: Contact name, email, billing address, currency, tax ID, default rate, payment terms
- Time Log: Table view with date, project, hours, rate, billable flag — the source of truth for billable hours
- Invoice Drafting Agent: AI agent reads the unbilled time log and drafts line items grouped by project
- Stripe Checkout Action: Automation generates a one-click pay link the moment the invoice is sent
- Reminder Cadence: Automations send polite nudges at 7, 14, and 30 days past due
- AR Aging Dashboard: Table view of outstanding invoices grouped by 30/60/90+
Why This Template Wins
- Drafted, not typed: The agent pulls billable hours into line items so you stop copy-pasting from a tracker into a doc
- Get paid in one click: Stripe link embedded in every invoice — clients pay with Apple Pay or card without account creation
- No more chasing: Automated reminders at 7/14/30 days mean you never personally email "just following up"
How to Use
- Clone this template into your Taskade workspace
- Add your logo, bank details, tax ID, and default hourly rate
- Connect Stripe and Gmail for checkout and delivery
- Train the Invoice Drafting Agent on your service descriptions
- Set up automation triggers for the 7/14/30-day reminder cadence
FAQ
Does this work for freelancers in different countries?
Yes. The client record stores currency and tax ID per client. The agent drafts in the client's currency and the Stripe action generates the right checkout link. Use the 7 project views to see all clients in one table.
Can I send recurring monthly invoices?
Yes. Set a recurring schedule on any invoice — the automation drafts and emails it on the first of each month, with the Stripe link auto-generated.
What plan supports unlimited invoices?
Available with limits on Free. Pro ($16/mo annual) handles unlimited invoices and full automation capacity. Business ($40/mo) adds advanced AR aging analytics.
CTA
Try this template free in Taskade. For Stripe setup, see /learn/automation/automations-execution. To generate a custom invoice flow from a prompt, try the AI Invoice Generator. Browse more finance apps in the Community Gallery.