3 MIN READ
UPDATED AUG 13, 2026📘 For organization administrators managing client-managed contractors on Toku. Last updated July 23, 2026.
Auto-invoicing automatically generates a contractor's invoice each period from their contracted rate, and can optionally submit it for you too. This guide shows how to turn each part on or off.
Before you start
- The contractor must already be Onboarded to use auto-invoicing
- With Auto-generate enabled, Toku creates an invoice for the contractor each period using their contracted annual rate divided across that many periods - it's saved as a draft unless you also enable Auto-submit
- You can still review and adjust individual invoices before approving them
How to turn auto-invoicing on or off
- Log in to your Toku account, open Company, and select the Settings tab.
- Scroll down to the Contractor Invoices card.
- For each contractor, toggle Auto-generate on and pick a Frequency. Toggle Auto-submit on if you want the generated invoice to skip the draft stage and go straight into your approval queue - leave it off to have it created as a draft that only the contractor can see and submit. (Auto-Approval of already-submitted invoices is a separate, org-wide setting in the Invoice approvals card, further up the same Settings tab.)
What auto-invoicing does
When Auto-generate is enabled for a contractor, Toku automatically creates an invoice for them each period calculated from their contracted annual rate (prorated for partial periods). By default the generated invoice is saved as a draft, visible only to the contractor. Turn on Auto-submit as well to have it submitted automatically so it appears in your approval queue without the contractor needing to act.
Key behaviors with auto-invoicing
| Scenario | What happens |
|---|---|
| Auto-submitted invoice appears | On the first day of each period (the 1st of the month for Monthly frequency), giving you time to review and adjust before the 19th approval deadline |
| Contractor wants to adjust | They can retract a submitted invoice and make changes at any point until you approve it |
| Invoice is already approved | No further changes can be made to that invoice - reject it from the Invoices page, then create a new invoice with the corrected amount |
| You turn off auto-invoicing | Auto-submission stops immediately; future invoices must be submitted manually by the contractor |
Adjusting auto-submitted invoices
If the contractor's scope or compensation changes mid-period, you can adjust the auto-submitted invoice before approving it. The contractor can also request changes before approval. Once approved, an invoice can't be edited in place - reject it from the Invoices page and a new invoice will need to be created with the corrected amount.
Good to know
- Auto-invoicing divides the contractor's contracted annual rate evenly across each period based on the Frequency you choose (12 periods for Monthly, 26 for Biweekly, 52 for Weekly) - if their compensation is irregular, manual submission may be preferable
- The contractor retains the ability to adjust invoices up until approval - including submitting a draft invoice themselves if Auto-submit is off for them
- Turning auto-invoicing off does not retroactively change already-submitted invoices
Still stuck?
You can email [email protected] to reach our support team. Please include your email address, organization name, and a description of what happened. Screenshots and videos are always welcome to speed up the troubleshooting process. Feel free to reach out any time for further assistance.