Revenue tracked
Commerce connected to relationships and delivery.
Create invoices, send payment links, track revenue, and connect payment status to customers, projects, and tasks.
Outstanding
Overdue
Workflow
How this works in Taskingos
- Invoice created
- Payment link
- Paid or overdue
- Follow-up task
- Revenue report
Invoices in records
Invoices appear inside customer, deal, and project profiles.
- Invoice table
- Customer profile
- Project link
- Payment status
Revenue workflows
Overdue payment states can create follow-ups and timeline events.
- Aging
- Reminders
- Owner tasks
- Reports