Sending a  Bill

Storetasker supports Bills, a third payment option for members and their clients, in addition to Project Quotes and Recurring Subscriptions. Bills are designed for one-time payments tied to specific work that has already been agreed upon with a client.

1. What is a Bill?

A Bill is a one-time payment request sent to a client after work has been agreed upon. Bills allow Experts to:

• Receive payment quickly for completed work.

• Reduce friction by avoiding the need to create a full project quote after work has bee completed.

• Charge for agreed-upon hourly work without a pre-issued quote.

• Collect additional payments related to an ongoing project when both parties agree.

Important: Bills are not a replacement for Quotes and should only be used when the payment structure has been clearly discussed and agreed upon with the client. Many clients, especially new clients, are more comfortable with a Project structure where their money is held in escrow until the work is completed. 

2. When should I use a Bill?

Bills are most commonly used after work is complete and an hourly arrangement has already been established.

Common use cases include:

Investigation or troubleshooting
If a project requires research before a full quote, agree on an hourly rate with the client and Bill them for the investigation work once completed.

Add-on features or revisions
After a project is completed, you can Bill a client for additional work they requested.

Paid consultations or calls
If a client agrees to a paid consultation, you can send a Bill after the call.

Long-term projects with milestones
Send a Quote for the first milestone, then Bills for subsequent milestones as they are completed.
Example: a $10,000 project broken into five parts — Quote for part 1, Bills for parts 2–5.

Collecting an additional upfront deposit (when agreed)
In some cases, especially for larger engagements ($5,000+), a client may agree to pay an additional deposit upfront before work begins. Members can use a Bill to collect this deposit if both parties explicitly agree to that structure.

The key requirement is that the client clearly understands and approves the payment arrangement beforehand.

3. When should I NOT use a Bill?

Do not use Bills in the following scenarios:

• Without an agreed-upon rate and arrangement with the client.

• To charge for time spent closing a lead unless that time was previously agreed as billable.

• Without prior client agreement. Bills rely entirely on client approval.

• As a replacement for a Quote when a project requires the protection of escrow.

4. How do Bills differ from Quotes?

Key takeaway: Project Quotes provide escrow protection and automated approvals. Bills rely on clear client agreement of immediate payment.

5. Where you’ll see the “Bill” project type

When creating a new payment request inside the platform, you’ll see “Bill” listed as a project type alongside other options.

Selecting Bill will allow you to create a one-time payment request instead of a full project quote.

6. Important Tips for Using Bills

• Always confirm the rate, scope, and payment structure before starting work.

• Communicate clearly with the client about the Bill amount and payment timing.

• Use Bills only when the client has already agreed to the payment arrangement.

• For larger projects, consider whether a Quote with escrow protection may still be the safer option.

Summary

Bills are a flexible way to collect payment for agreed-upon work, milestone payments, or deposits without creating a full project quote. They reduce friction and allow Experts to move quickly — but they rely on clear communication and prior client agreement.

Always confirm the rate, scope, and payment structure before sending a Bill.