Creating Invoices

Set the recipient, dates, VAT status, line items, and notes. Save as a draft or send directly to the client in one step.

Bill To

Choose whether to invoice an existing client from your client list, or enter a one-off recipient manually. For one-off recipients both Name and Email are required.

New Invoice

Invoice form

Existing Client

Select this to pick from your saved clients list.

One-off Recipient

Use for ad-hoc invoices to customers not in your client list.

Client*

Shown when: Shown when Existing Client is selected

Select...▾

Shown when Existing Client is selected.

Name*

Shown when: Shown when One-off Recipient is selected

Recipient name…

Email*

Shown when: Shown when One-off Recipient is selected

recipient@example.com

Dates

Set the Issue Date (when the invoice is dated) and the Due Date (when payment is expected). Use the quick-set buttons to add 14, 30, or 60 days to the issue date automatically.

New Invoice

Invoice form

Issue Date*

Due Date*

VAT

Toggle VAT on or off. When enabled, 20% UK Standard Rate VAT is added to the subtotal. When disabled, the invoice shows VAT Exempt / Not Registered.

New Invoice

Invoice form

Only enable if you are VAT registered.

Notes / Memo

The Notes field appears at the bottom of the printed invoice. Use it for payment terms, your bank details (if not using automatic BACS), or any other instructions for the recipient.

New Invoice

Invoice form

Notes / Memo

Payment terms, bank details, or any additional notes…

Cancel

Save Draft

Save & Send

Use quick-set due date buttons

The +14 days, +30 days, and +60 days buttons set the Due Date relative to the Issue Date in one click. Standard UK payment terms are 30 days.

Invoice numbers are assigned automatically

Each new invoice is assigned a sequential invoice number (e.g. INV-0042) automatically. You cannot change it — this ensures your invoice numbering is always sequential and gap-free.

Common Mistakes

• Selecting the wrong recipient mode — if you switch between Existing Client and One-off Recipient the other mode's fields are cleared.

• Setting Issue Date and Due Date to the same day — clients need time to process and pay.

• Enabling VAT when not VAT registered — this creates a legal problem as you cannot charge VAT without a registration number.

Field Reference

Field	Required	Description
Existing Client	No	Invoice a client already in your client registry.
One-off Recipient	No	Invoice someone not in your client list.
Client	Yes	Client from your saved client registry.
Name	Yes	Full name or company name.
Email	Yes	Email address the invoice will be sent to.
Issue Date	Yes	Date shown at the top of the invoice.
Due Date	Yes	Payment deadline. After this date the invoice becomes Overdue.
Include VAT	No	Whether to add 20% VAT to the invoice total.
Notes / Memo	No	Printed at the bottom of the invoice.

Invoice Line Items

Add descriptions, quantities, and unit prices. Line totals, subtotal, VAT, and grand total are calculated automatically.

Sending Invoices & Reminders

Send invoices directly from the platform by email and follow up on overdue payments with reminder emails. Track open rates to know when a client has seen the invoice.

Payment Tracking

Track invoice payments from sent to paid. Understand how overdue detection works and how to mark payments received.

← Previous

Invoicing Overview

Invoice Line Items

Creating Invoices

Bill To

Dates

VAT

Notes / Memo

Field Reference

Related Articles