Invoicing and payments
Invoice from the order and get paid online.
Turn any order into an invoice in one click, apply deposits automatically, send a Stripe payment link with every invoice, and keep Xero or QuickBooks up to date without re-entering a thing.
Online payments
One link, and the customer can pay.
Send a payment link with every invoice. Your customer pays by card or bank transfer through Stripe, the payment is recorded in TaggIQ, and it syncs to your accounting software.
- Payment link included with every invoice email
- Stripe-powered: card and bank transfer
- Payments recorded in TaggIQ automatically
- Syncs to Xero or QuickBooks automatically
Deposits
Deposits, part payments and the final balance, all tracked.
Collect a deposit before the job goes into production. When you invoice, the deposit applies automatically. Every payment is logged and the remaining balance updates as payments come in.
- Collect deposits before production starts
- Deposits apply to the invoice automatically
- See the remaining balance at all times
- Support for multiple part payments
Accounting sync
Xero and QuickBooks kept in step.
Connect your accounting software in minutes. Invoices, payments and customer records sync automatically, so there is no double entry and no end-of-month scramble to catch up.
- One-click connection to Xero or QuickBooks Online
- Invoices, payments and customers sync automatically
- No double entry. Create it in TaggIQ, see it in Xero
- Sync status visible on every record
Branded PDFs
Clean invoices with your branding.
Generate PDF invoices with your logo, company details, terms and line items, including decoration specs. Email them from TaggIQ or download them for your records.
- Your logo and company branding on every invoice
- Line item details with decoration specs
- Terms and conditions included automatically
- Email or download PDFs directly
The details
Invoicing that fits how custom work gets paid.
From generating the invoice to collecting payment to reconciling in your accounting software, in one flow.
Credit notes
Issue credit notes for returns or adjustments. Credits track against the original invoice and sync to your accounting software.
Payment methods
Record payments by method: card, bank transfer, cheque or cash. Every method is logged for reporting and reconciliation.
Invoice from the order
Create an invoice from any order with one click. Line items, pricing and customer details carry over automatically.
Payment reports
See who owes what, track overdue invoices and follow your cash flow. Export reports for your accountant.
AI agents
Which AI agents work on invoicing and payments?
Agents handle the reminders and the reorder prompts that sit around an invoice, on their own and within your rules. Exceptions come to your team.
- Production Agent Proposed build Chases artwork, sizes and sign-off so jobs keep moving. See the Production Agent
- Repeat Order Agent Proposed build Gets in touch when a customer is due to reorder. See the Repeat Order Agent
Related features
FAQ
Questions about invoicing in TaggIQ
Can customers pay an invoice online?
Yes. Every invoice email can include a payment link. Your customer pays by card or bank transfer through Stripe, and the payment is recorded in TaggIQ automatically.
How do deposits work?
Collect a deposit on the order before production starts. When you invoice, the deposit is applied automatically, multiple part payments are supported, and the remaining balance is always visible.
Do invoices sync to Xero or QuickBooks?
Yes. Connect Xero or QuickBooks Online and invoices, payments and customers sync automatically, with the sync status shown on each record.
Can I issue credit notes?
Yes. Issue a credit note for a return or adjustment. It is tracked against the original invoice and syncs to your accounting software.
Find the first job TaggIQ can take off your plate.
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