SimplaTask
Invoices

Send invoices in 5 steps. Get paid next-day.

A 5-step wizard takes you from blank page to sent invoice without leaving the SimplaTask dashboard. Pick from your inventory, choose one customer or a whole group, set tax and discounts, and ship.

Get started See the 5 steps
PCI DSS Compliant NMI processor
SimplaTask Invoices list — search and filter by number, status, customer, due date, total, balance paid
What it does

Built around how invoicing
actually works.

Pull items from your inventory, invoice a single customer or a whole group, pick the payment model that fits, and let the audit log do the bookkeeping.

One invoice, many customers

Multi-select customers or whole Groups in a single click. Send the same invoice to 1 person or 100—each gets their own copy with optional per-customer discounts.

Any payment model

One-time, installments, recurring, or subscription—all four models live inside the same wizard. Flip the toggle and SimplaTask handles the math.

Every penny tracked

Every invoice gets an audit log—creation, status changes, payments applied, notes added. See linked transactions in one click. No spreadsheet reconciliation.

Customers pay with Visa Mastercard Amex Discover ACH PayPal Klarna QuickBooks
5-Step Wizard

From draft to paid,
in 5 steps.

Each step keeps the form short. The wizard remembers your last selection, validates as you type, and skips empty fields you don't need.

  1. 1

    Add items

    Pull from your inventory, create new on the fly, or attach a service. Tax rate is per-item.

  2. 2

    Select customer(s)

    One person, many people, or an entire customer Group. Each recipient gets their own invoice.

  3. 3

    Discount, advance, service fee, shipping

    Optional adjustments tucked behind sub-tabs. Apply to everyone or individually.

  4. 4

    Pick a payment model

    One time, installment, recurring, or subscription. Set the invoice and due dates.

  5. 5

    Review & send

    Save as a proposal first, or send directly. The customer gets it; the audit log starts ticking.

SimplaTask Invoice wizard — Add Items step showing 5-stage stepper, item table, and note/terms tabs
Payment Models

One form.
Four ways to charge.

Every business has a different rhythm. SimplaTask doesn't make you pick one.

One time

Send a quick invoice that's due once. Perfect for project work, one-off services, and ad-hoc sales.

Installments

Split a single invoice into a payment plan. Customer sees the schedule; you see balance updates as each one clears.

Recurring

Send a new invoice on a schedule: monthly retainer, quarterly fee, annual renewal. The customer pays each one as it comes due.

Subscription

Auto-charge the saved card on the same schedule. Best for memberships, classes, and ongoing services with predictable billing.

Stop chasing payments.
Start sending invoices.

Open a SimplaTask account and send your first invoice today. The audit log will start the moment the customer opens it.

Get started Talk to sales