How to Create an Invoice Task

How to Create an Invoice Task

The Invoice Task allows you to easily bill your clients via Liscio, whether you create a new invoice or pull one from QBO! Your clients can easily and securely pay their invoices via email, browser, or the Liscio Mobile App. And the best part is, once they pay you the receivable is satisfied in QBO!

If you are not a QBO user, you can still create and send an invoice and your clients can pay using the integrated Stripe payment functionality.

Before creating an Invoice task, make sure you have entered your bank information into the Stripe integration.  If you have not done so yet, please visit this article to learn how: How to View Stripe Details

To enable the QuickBooks integration, please visit this article: QuickBooks Integration Set Up






Step-by-step:

To Create an Invoice Task: 
  1. Click +Add New in the upper-left of your screen.
  2. Click Task.
  3. Click Invoice.
  4. Select an Account and Contact.
    Note: If the Contact does not exist in QuickBooks, the Contact name on the invoice will be the name of the individual associated with the QuickBooks Customer. 

  5. If you are not using the QuickBooks integration, enter an Invoice Number and Amount.
    Note: The amount cannot exceed $10,000. 

  6. If you are using the QuickBooks integration, click the blue Search Invoice button to search for an existing unpaid invoice in QuickBooks by invoice number. Click the blue Create Invoice button to create a new QuickBooks invoice. A PDF of the existing or new invoice will be attached to the task. This file will be auto-tagged as 'Invoice'.
    Note: The Terms listed in the drop-down are pulled for your QuickBooks account.

  7. Select a Payment Due Date and a task Due Date.
    Note: These due dates can be the same or different. The task due date defaults to one week out. Your client will see the task due date when before clicking into the task, and this is the date that our task summaries take into account.  The payment due date defaults to the day the task is created, and your clients will see this when they click into the task.

  8. Add a Subject, Description, and any attachments.
    Pro-tip: Use Task Templates to save time and standardize your invoice tasks.

  9. Click Create Task.

  10. Your client will receive a notification about the task.  They have the option to pay directly from their email or by logging in to Liscio. Once your client completes the task, the payment status will be updated in the task and in QuickBooks (if you are using the QBO integration). 
Note: Your client will have the option to pay the invoice via credit card or ACH. If the payment is made via credit card, Stripe will deduct 2.99% from the amount. If the payment is made with ACH, Stripe will deduct $1 from the amount. Your clients do not have the option to make partial payments. 

Note: Once the invoice task has been completed, two task comments will be added. One will indicate the payment method, and the other will read "[Client Name] payment was successful". If the invoice was created with the QBO integration, an additional task comment will be added that reads "[Client Name] has completed the invoice". 


After the client completes the invoice task, a comment 

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