Invoicing Clients

If your client prefers to pay by invoice, ACH, bank transfer, wire transfer, Bill.com, or another accounts payable system, Storetasker can handle the invoicing process on your behalf.

How do I know if a client is paying by invoice?

We'll typically let you know when you begin working with the client.

You may also hear the client say things like:

• "We'll pay by invoice."

• "Can you send us an ACH or wire?"

• "We'll need to set you up as a vendor."

• "We use Bill.com."

If a client mentions any of the above, contact HQ and we'll coordinate directly with them.

How do I send quotes to invoicing clients?

Please use a Bill when sending quotes to invoicing clients.

The process is slightly different from a standard credit card or PayPal payment:

1. Send the Bill through your dashboard as normal.

2. The client accepts the Bill.

3. Storetasker sends the invoice to the client (typically within 2 business days, usually much faster).

4. The client pays the invoice.

5. Once funds are received, they are added to your wallet and you'll receive a confirmation.

What happens after the invoice is sent?

Once the invoice has been issued:

• We'll send you a confirmation email with a link to the invoice.

• You can use this link to view the invoice status.

• You can share the link with additional stakeholders if needed.

• We'll follow up with the client if there are any payment delays.

Unless instructed otherwise, invoices are typically sent to the Team Leader or primary contact on the client's account.

What information is included on the invoice?

We include:

• The text from your accepted quote

• Payment instructions

• Relevant invoice details

If your client requires additional information (such as a purchase order number, vendor ID, or billing reference), let HQ know before the invoice is sent.

Do I need to set up anything?

No.

Storetasker handles:

• Invoicing

• Tax documentation requests

• W9 requests

• Vendor onboarding

• Bill.com and other accounting software requirements

• Payment collection

If your client has questions about billing, taxes, or vendor setup, please direct them to HQ.

Can I tell in my dashboard that a client is paying by invoice?

Not currently.

You may see a Bill marked as "paid" after acceptance. For invoicing clients, this does not mean payment has been received. It simply means we've received the notification to begin the invoicing process.

When will I be paid?

Payment timing depends on the client's accounting process.

Many brands pay on Net 30 terms, meaning payment is sent approximately 30 days after the invoice is received. Some clients may agree to shorter terms such as Net 15 or Net 7.

Once Storetasker receives payment, the funds will be added to your wallet and you'll receive a confirmation.

Can Storetasker work with Bill.com or other accounting software?

Yes.

We regularly work with Bill.com and are happy to accommodate other accounting, procurement, and accounts payable systems.

Can I edit a quote after it's been accepted?

Possibly, but contact HQ first.

Changes to accepted quotes can create invoicing and payment delays, so we'll advise on the best approach before any edits are made.

Can I issue a refund or partial refund?

Yes.

Please contact HQ first so we can ensure the refund is processed correctly and any associated invoices are updated appropriately.

Questions?

If you or your client have any questions about invoicing, billing, tax documentation, or payment status, contact Support and we'll be happy to help.