> Adding the result and sending it to the customer
> Checking the status of tasks
When your customer sends you a task, you will find it on the Tasks tab in the Active section. If the task is in the Archive section, the customer has sent the task to the archive.
If there are no active tasks in the Tasks section and the Customers tab is unavailable, please provide the customer with the e-mail address with which you registered with EasyStaff Payroll.
After that the customer needs to add you as a freelancer in their account, on the Freelancers → Invite tab.
Task actions
Open a task with Sent to freelancer status. Inside you can see the date of task creation, its description, due date and cost. The date specified in Deadline does not affect the deadline of payment to the recipient.
Upload a document (up to 5 MB) confirming the completed work in the Upload the result field (a report on the work performed may also be uploaded as the result).
Then click Send to customer button to send the work to the customer for acceptance.
If the Send to customer button is not available, fill in the payment details on the My profile tab (instructions for filling in payment details).
When a task receives the Accepted status, the payment is credited to your balance (the My profile tab). You can keep the funds in your balance and then submit a payout request.
Make sure your profile is fully completed and that your payout details in the Payout details section are specified in the currency you wish to receive the payout in.
Mass actions with tasks
1. Filtering – you can filter tasks by status
(you can select the status from the drop-down list).
2. Search – in the search box under the Tasks tab, you can search by company name.
Task status
How can I check the status of a task?
The customer and freelancer can check the task status on the Tasks tab in their EasyStaff Payroll account.
The task has been sent to the freelancer and results are pending.
The task has been sent to the customer and acceptance of the results is pending.
The customer has accepted the task, and the payment has been credited to your balance. You can withdraw it upon request.
The task has been canceled by the customer.
FAQ
In the Upload the result field, you need to upload a document confirming the completed work.
This can be the final deliverable file or a report describing the work done.
The maximum file size is 5 MB. After uploading, click Send to customer.
Most likely, the task is still in the Sent to customer status. This means that the result has already been sent to the client for review, but the task has not been accepted yet.
Funds appear on your balance in EasyStaff Payroll only after the client accepts the task and it receives the Accepted status.
After the funds appear on your balance, you will be able to request a withdrawal manually: click Withdraw in the My profile tab, select the payout method and currency, enter the amount, and confirm the request.