Team accounts

Invite your team, keep control of what they can do

Put someone in the office on quotes and chasing, put a second pair of hands on the account so they can invoice their own jobs, or give your accountant a login that looks at everything and changes nothing. Each role sets what that person can touch, and invoice activity shows who did it.

30 days of everything, free. No card needed.

Priya Owner
Tom Admin
Rosa Member
Eve Viewer
Four roles in one company. Your own login comes with the subscription, each Admin or Member you add is £5 a month, and a Viewer costs nothing.
How it works

Send an invite, they’re working alongside you in minutes

1

Invite by email

Type their email address and choose Admin, Member, or Viewer. Sendinvo emails them a link to join.

2

They accept

New to Sendinvo, they set a password and they’re in. Already have an account, they just confirm.

3

They work inside your company

Only as far as their role allows. A Member raises and sends the invoice for a job; a Viewer looks and changes nothing.

4

See who did what

Once there’s more than one of you, invoice activity shows a name, not just an event: sent, paid, voided.

Roles

Four roles, from full control to look-only

Every role can see the invoices, quotes, and clients in your company. What changes is who can raise and send them, and who can reach the company settings and the billing.

One per company

Owner

Full access, and the only person who can cancel the subscription, transfer ownership, or delete the company. No one else can remove the Owner or change their role.

Runs the office

Admin

Everything the Owner does day to day: company settings, billing, and inviting or removing people. Can’t cancel the subscription, transfer ownership, or delete the company.

Does the invoicing

Member

Creates, sends, and manages invoices, quotes, credit notes, and clients. Can’t reach company settings or billing, so your CIS rate, your VAT details, and your bank details stay where you left them.

Free, look only

Viewer

Sees everything, changes nothing. Free, and never counts towards what you pay, so your accountant can have their own login and read the invoices at year end instead of asking you to email them over.

Billing

£20 a month for you, £5 for anyone else

£20 a month covers one person, with every feature in it and nothing held back for a bigger plan. Add an Admin or a Member and that person is £5 a month, however many you add. Add a Viewer and it costs nothing at all, because a Viewer can only look.

Take someone off and the seat goes with them

Remove an Admin or a Member, or they leave of their own accord, and their £5 a month comes off your subscription. Access ends straight away either way, so someone who works with you over the summer isn’t sitting on your bill in February.

More than one company

Belong to more than one Sendinvo company, whether you run a second business or someone else has put you on theirs, and a switcher in the sidebar moves you between them. Each company is billed on its own.

Worked example

What a firm of three pays

Oakfield Joinery: two on the tools, one in the office
Priya, Owner, out on site £20 a month
Rosa, Member, invoices her own second fix work +£5 a month
Tom, Admin, quotes and chases from the office +£5 a month
Eve, their accountant, Viewer Free
Total £30 a month

Three people who can invoice, one who can only look. Eve reads every invoice at year end and adds nothing to the bill.

Questions

Good to know

How much does it cost to add someone to my team?

£5 a month for each Admin or Member you add, on top of the £20 a month that covers you. Viewers, who can look but change nothing, are free, and you can add as many as you like.

What’s the difference between the roles?

Owner and Admin can do almost everything, including managing the team and billing; only the Owner can cancel the subscription, transfer ownership, or delete the company. Member can create, send, and manage invoices, quotes, credit notes, and clients, but can’t touch company settings or billing. Viewer can see everything and change nothing.

Can I remove someone, or take away their access?

Yes. An Owner or Admin can remove anyone else, and access ends straight away. If they were an Admin or a Member, their £5 a month comes off your subscription.

Can the Owner be removed, or leave?

No. The Owner can’t be removed or have their role changed by anyone else, and can’t leave without transferring ownership to someone else first, or deleting the company.

Do I have to invite anyone?

No. Plenty of subcontractors run the account on their own. You stay the sole Owner at £20 a month with every feature, and you can add someone later without moving up a tier, because there isn’t one.

Put your team on the account, pay for the people who need it.

Invite an Admin, a Member, or a free Viewer, each with exactly the access their role allows. 30 days of everything, free. No card needed.