Help › Invoicing
Create an invoice
- Go to Invoicing › Invoices.
- Click Create Invoice.
- Pick the client, add line items (or let Talisk draft them from rough notes), and save. Talisk applies the client's sales tax automatically.
From the saved invoice you can email it to the client and later record the payment against it (the mobile send-invoice-for-job flow adds a view-and-pay portal link to its email automatically). Quotes and recurring invoices live under the other Invoicing tabs.
Good to know: Talisk picks the sales tax from the client's province, falling back to your
book's business province: set those (or mark the client tax-exempt) before
invoicing, or the tax line will be wrong.