Invoicing guide

Payments

Automatic invoice matching from bank payment emails

Send incoming-payment notifications from your bank and mark a uniquely matched invoice as paid automatically. Read article

Invoice numbers

UK Invoice Numbering with Custom Formats

Open Format beside the invoice number, choose a preset or custom series, and continue each format from its own last invoice. Read article

VAT

VAT Invoice with Different VAT Rates per Item

Apply a separate VAT rate to each line item and calculate the net amount, VAT and invoice total automatically. Read article

Getting started

Sole Trader Invoice: What to Include in the UK

Create an itemised invoice with your name, trading name, client details, supply date, payment terms and VAT information where applicable. Read article

Company details

Create an Invoice from a Companies House Number

Enter a company number, fill company details automatically, add invoice items and download the finished PDF. Read article

Recurring invoices

Recurring Invoices: Schedule Automatic Invoice Creation

Set up a reusable schedule and create fresh invoices daily, weekly, monthly or yearly. Read article

Invoice workflow

Invoice for a Repeat Customer: Copy the Previous One

Duplicate an existing invoice, change the dates or items, and issue it under a new invoice number. Read article

Payment terms

Invoice Payment Terms and Due Dates for Sole Traders

Set a clear due date, choose a reusable payment period and keep upcoming and overdue invoices visible. Read article