Invoices live at Invoices in the Books menu. Hit New invoice to start one.
The form, top to bottom
- Customer — pick from the dropdown or create a new one inline. New customers ask for name, email and address so future invoices remember them.
- Issue date — defaults to today.
- Due date — defaults to issue + 30 days; change to match your payment terms.
- Currency — defaults to GBP. Pick another and we'll snapshot the exchange rate at issue time.
- Line items — description, quantity, unit price, VAT rate. The total computes live.
- Notes — appears at the bottom of the PDF. Use for thank-yous or payment instructions.
Saving and sending
Three actions on the saved invoice page:
- Save as draft — useful if you want to come back and edit before sending. Doesn't get an invoice number assigned yet (until you mark it Sent).
- Send by email — generates the PDF, emails it to the customer with a hosted payment link, and stamps the invoice Sent. We track if the customer opens it.
- Mark as paid — once the money lands. Records the payment date for your books.
What the customer sees
A branded email with the PDF attached and a "View invoice" link. The link opens a hosted page where they can see the invoice in their browser and (if you've set up Stripe Connect) pay by card directly. Otherwise they pay you by bank transfer using the details in the PDF footer.
Invoice numbering
We assign numbers sequentially per company (INV-001, INV-002…) the moment you mark an invoice Sent. Drafts don't burn a number, so you can throw drafts away without holes in the sequence — HMRC requires sequential, gap-free numbering on issued invoices.