Kanban isn’t just for tech teams anymore. When every card on your board maps directly to billable work, moving a task to “Done” means moving money into your bank account.
Why Kanban + Invoicing Is a Cash‑Flow Power Combo
- Visual progress = fewer bottlenecks: See stalled tasks before they delay payment.
- One‑click invoicing: Drag a card to Done, hit Create Invoice, and line items autofill.
- Built‑in accountability: Time‑stamped moves show who did what, when—perfect for client reports.
- Scope control: Board columns reveal creeping extras before they nuke margins.
60‑Second Setup
- Open Invoice Master → Boards → “New Board.”
- Choose the Service Project template (To‑Do / Doing / Review / Done).
- Link a Client right in the board settings.
- Add tasks—estimate hours or flat fees on each card.
- Start dragging. Progress updates in real time for everyone (including clients, if shared).
Pro move: Toggle “Billable by default” so new tasks carry a unit price automatically.
Column Ideas That Speed Up Payments
| Column | Purpose | Quick Win | |--------|---------|-----------| | Backlog | Unapproved ideas | Keep non‑billable dreams parked here. | | Ready | Green‑lit scope | Only cards here count toward quotes. | | Doing | Active work | Add time logs via card sidebar. | | Review | Client approval | Enable auto‑reminder emails every 48 h. | | Done → Invoiced | Finished & billed | Auto‑archive after payment clears. |
Crush Bottlenecks With WIP Limits
Set a Work‑In‑Progress limit on Doing (e.g., “3 cards max”). When the column overflows, nobody adds new tasks until something moves to Review or Done—guaranteeing steady output and smoother cash flow.
Dashboards That Talk Money
- Burn‑Up Chart: Compares completed task value to project total, projecting finish dates.
- Time vs. Budget Widget: Flags overruns before they eat profit.
- Invoice Forecast: Sums price of all tasks currently in Review + Done but not yet billed.
SEO‑Boosting FAQ
Q: Can I invoice multiple tasks at once?
Yes—bulk‑select cards across columns, click Generate Invoice, and Invoice Master bundles them into one document.
Q: Do Kanban boards replace my project management tool?
For many freelancers and small teams, yes. Boards cover task tracking, time logs, and billing all in one place.
Q: How do I share progress with clients?
Invite them as Viewer; they see live boards but can’t edit. Fewer status emails, faster approvals.
Q: What about recurring tasks?
Use the Recurring Card option: choose frequency, and the system spawns a new card (and invoice) automatically.
Q: Is there a mobile view?
Absolutely—boards are fully responsive, so drag cards on any phone.
5‑Minute Challenge
- Create your first board.
- Add three current tasks with prices.
- Move one task to Done and convert it to an invoice.
- Email the invoice.
- Enjoy the dopamine hit of visual progress turning into real cash.
Kanban your cash flow today—because tasks look better as paid invoices.
