Invoices
Open Invoices to see all invoices. Use Create invoice for a new one.
Email verification and limits
You must verify your email before creating an invoice. On the Free plan, invoice creation counts against your monthly invoice allowance (see the dashboard).
From a quote or from scratch
To build an invoice from a quote, open the quote detail page. For a sent quote, use Convert to invoice. For an accepted quote without an invoice yet, use Create invoice. Both copy line items from the quote. You can also start a blank invoice from Create invoice and enter everything manually.
Quick invoice (materials and line items)
On Create invoice, add material lines from your materials presets (or enter new parts and tick Save to my materials library). Use profile or per-line markup and trade discount like on quotes. Optional additional line items cover labour or call-out fees. Round subtotal (ex VAT) rounds the subtotal up to £1, £10, or £100 before VAT (same idea as quotes). A live totals preview updates as you edit.
Discount and deposit
You can apply a discount (fixed amount or percentage) and optionally a deposit amount. VAT follows your VAT registration status at the time of the document.
As with quotes, you can choose whether the PDF shows every line or a single total line, with optional custom wording for the total line.
Invoice statuses
- Draft — not yet issued.
- Issued — sent or ready for payment.
- Paid, Overdue, Cancelled — outcomes as you mark or as time passes.
Email, portal, payments, and export
When the invoice has a client email address, use Email client on the detail page — see Email clients and delivery tracking. Share the client portal link for the client to view the invoice and pay — see Client portals and Card payments and recording payments.
Record offline payments on the invoice detail page. On the Invoices list, use Export to download a CSV for a date range (for your records or accountant).
You can download or print the PDF at any time from the invoice detail page.
Compliance certificates on an invoice
When you issue gas, electrical, or other compliance records for a job, use the Compliance certificates section on the invoice detail page to create or open linked certificates. See Compliance certificates.