Monthly revenue
Revenue tracking connected to the work behind it.
Invoice clients, track payment status, and connect revenue to projects, customers, tasks, and workflow events.
Outstanding
Paid invoices
Workflow
How this works in Taskingos
- Project milestone
- Invoice drafted
- Payment link sent
- Revenue reported
- Follow-up automated
Invoices in context
Invoices show up inside customer and project records, so finance always sees the work behind the charge.
- Invoice table
- Payment links
- Project connection
- Customer profile
Payment workflows
Overdue invoices can trigger tasks, owner alerts, and relationship timeline updates.
- Aging report
- Reminders
- Owner tasks
- Revenue dashboards