The tools that take a job from a priced quote, through the visits that do the work, to money in the bank and into your books, with VAT and CIS worked out when you need them. Here’s a closer look at each.
Send quotes clients accept online, no login, then start the job or turn the quote into an invoice.
About quotesSave the things you charge for with their prices, and add one to a line in a tap. Lines you’ve billed before are offered too.
About saved itemsAdd a whole-invoice discount, as a percentage or a fixed amount, worked out before VAT.
About discountsClean A4 PDFs in the Söhne typeface, with your logo and a proper VAT breakdown.
About professional PDFsYour logo, your email wording, and your own number prefixes on every document.
About custom brandingWrite the email that carries each invoice, quote, and credit note, in your own words.
About email templatesBook visits for the morning, the afternoon, all day, or a set time. The client is emailed, and a clash is flagged.
About the ScheduleFrom the quote to paid, with every job’s status and money worked out from its visits and invoices.
About jobsPhotos on a job or a visit, sorted into before, during, and after by when each was taken.
About photos on jobsInvite an Admin, a Member, a Field person, or a Viewer. Your whole team is included in the one price.
About team accountsYour clients with the people you deal with, their sites, and a billing address, and what each one owes.
About client managementConnect Stripe and clients pay by card, or straight from their bank. Every invoice marks itself paid the moment money lands. No platform fee.
About online paymentsYour account number and sort code on every invoice, so clients can pay by transfer with no card fee.
About bank transferSet your policy once and chase every overdue invoice, deposit, and instalment automatically.
About invoice remindersChoose Repeat on an invoice and it raises and sends itself, weekly to annually, then chases itself when overdue.
About recurring invoicesTake a deposit up front, or split a bill into milestone instalments, each chased as it falls due.
About deposits and payment plansDue on receipt, or net 7, 14, 30, 45, or 60 days, with the due date worked out for you.
About payment termsRecord a payment made by bank transfer, cash, or cheque, refund an online payment, and log refunds you made another way.
About recording payments and refundsWork out the statutory interest and fixed compensation an overdue sterling invoice to a business can carry, and draft it as a separate invoice.
About late payment interestSend an invoice as a secure link your client opens in any browser, views, downloads, and pays.
About online invoicesWrite an invoice today and schedule it to send on a future date, at your usual send time.
About scheduled sendCopy any invoice into a fresh draft in one click, for a repeat job that isn’t a recurring invoice.
About duplicating invoicesSet the issue date on an invoice, including an earlier date to backdate it.
About setting the invoice dateStanding files that go out with every invoice email: terms, certificates, photos of the job. Quotes carry their own set.
About email attachmentsCredit a mixed-rate invoice to the penny, netted off the balance, with a full audit trail.
About credit notesCancel a sent invoice without deleting it: the record and its history stay, reminders stop.
About voiding invoicesInvoice in ten currencies, with no exchange-rate guesswork and no blended totals.
About multi-currency invoicingA VAT rate per line for jobs that mix standard, reduced, and zero rates.
About per-line VATCIS deductions off the labour, the VAT reverse charge, and a net amount due.
About CIS invoicesRaise a domestic reverse charge invoice with no VAT and the exact HMRC wording.
About the VAT reverse chargeEvery issued invoice and balance for one client, and the total outstanding, on one PDF.
About client statementsInvoices, credit notes, payments, and Stripe’s fees go into Xero or QuickBooks Online as they happen.
About Xero and QuickBooksExport your invoices and a ledger of every payment for your bookkeeper, or everything in one zip file.
About CSV exportsA read-only timeline on every invoice: created, sent, chased, and paid.
About the audit trailLooking for your trade? See who Sendinvo is for.
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