A boiler swap on Tuesday, a breakdown on Thursday, and the service round in between. Book each visit and the client is emailed to say when you’re coming. A boiler is bought long before it is paid for, so ask for a deposit that covers the kit and leave the balance on the labour. Annual services and landlord gas safety records go out as recurring invoices, on the date, without you opening the app. The Gas Safe certificate for the job rides the invoice email, and when you first fix plots for a main contractor, the invoice goes out with the CIS deduction already off the labour.
30 days of everything, free. No card needed.
“The boiler’s on order and the client keeps ringing to ask when I’m coming.”
Start a job from the accepted quote and book the visit on the Schedule, for the morning, the afternoon, all day, or a set time. Sendinvo emails the client who’s coming and when, and emails again if you move it. Two visits that clash are flagged before you book, never refused, and Raise invoice fills the invoice in from the job once the work is finished.
How the Schedule works“I’ve paid the merchant for the boiler weeks before anyone pays me.”
Ask for a deposit on the invoice, a percentage or a fixed amount with its own due date, and size it to the boiler, the flue kit, and the cylinder. The invoice shows the deposit and the balance apart, so nobody has to ask which part pays for the boiler. Once you connect Stripe, the client can settle that deposit from the invoice’s pay link, by card or as an instant bank payment, before you get to the merchant.
How deposits work“The service round is the work I forget to bill.”
Set a service up as a recurring invoice and Sendinvo raises next year’s invoice and emails it on the date. A landlord gas safety record for a letting agent can repeat annually on one property, or monthly where you cover a managed portfolio. Every invoice it sends carries your standing files, so your public liability certificate goes with it.
How recurring invoices work“The contractor’s office sends it back if the CIS figure is out.”
New-build plots are a main contractor’s invoice, not a homeowner’s. Set your CIS rate once, tick it on a sterling invoice, and mark the materials lines. The deduction comes off the labour alone, so the boilers, radiators, and pipework you supplied keep their full value. HMRC zero-rates fitting the heating in a new home while it is being built, and the domestic reverse charge doesn’t apply to zero-rated work, so on a plot you set the VAT to 0% and leave the reverse charge unticked. On standard- or reduced-rated work, such as a boiler replacement for a builder, tick the reverse charge alongside the deduction when you are both VAT registered, and the wording HMRC expects prints on the document. Which treatment a job takes is for you or your accountant.
How CIS invoices workThe demo below is seeded with a plumbing business, not a heating one, because that is the data we have. The work in it is the same shape as yours. It opens on the Schedule: a combi boiler swap on site this afternoon with the commissioning booked next, and mixing valves to service at a care home. Behind it are planned maintenance for that care home as a monthly recurring invoice, a letting agent’s retainer running without anyone touching it, and a first-fix invoice to a builder that has gone past its date with reminders on.
A live demo seeded with a plumbing business, not a heating one. Nothing you do here is saved or sent.
One to the homeowner whose boiler you’re swapping, one to the letting agent whose services come round every year, and one to the main contractor whose plots you’re first fixing. Three different sums, all worked out for you.
The deposit is the £1,650.00 boiler and the VAT on it, so what is left to chase is your labour and the commissioning. Sendinvo chases the deposit first, then switches to the balance once it lands. The Gas Safe certificate for the job goes out with the invoice email, beside the PDF.
Built once and set to repeat annually, so next year’s goes out on its date whether or not you remember the property. A recurring invoice sends your standing files with it. The record from the visit itself belongs to an invoice you send by hand, where you add it on that invoice’s Email tab.
The deduction is 20% of the £2,850.00 labour, not of the £7,450.00 total, so four boilers and the pipework keep their full value. New homes are zero-rated, so this invoice is set to 0% VAT with no reverse charge to print. When the £6,880.00 lands, Sendinvo settles the invoice in full and books the deduction as a non-cash settlement.
Yes. Start a job from the accepted quote and book each visit on the Schedule for the morning, the afternoon, all day, or a set time. Sendinvo emails the client who’s coming and when, unless you untick the box, and emails again if you move it. A two-day swap is two visits on one job, and when the last one is finished, Raise invoice fills the invoice in from the job.
Yes. On a draft invoice, ask for a deposit as a percentage or a fixed amount, give it its own due date, and set it against the boiler, the flue, and the cylinder. The invoice shows the deposit and the balance separately, so the client can see what pays for the kit and what pays for your two days on site. Sendinvo chases the deposit until it is paid, then moves on to the balance.
Yes. Set the service up as a recurring invoice and Sendinvo raises next year’s invoice and emails it on the date. Weekly, every two weeks, monthly, quarterly, and annually are all available, and a recurring invoice can end on a date or after a set number of invoices. Nothing sits in drafts waiting for you to press send, and a late one is chased by your reminders.
Attach it on that invoice’s Email tab and it arrives in the same message as the invoice PDF, so nothing has to follow on afterwards. Files you keep in your company’s Invoices and quotes settings, your public liability certificate or your terms, ride every invoice email on their own. One email carries up to 10 MB across up to 10 files, not counting the invoice PDF.
Yes. Your rate lives in company settings, 20%, 30%, or 0% for gross payment status. Tick the deduction on a sterling invoice and mark the materials lines, and it comes off the labour alone, so the boilers and radiators you supplied keep their full value. The invoice shows the gross total with the net amount due underneath. If you and the contractor are both VAT registered, tick the domestic reverse charge alongside it and the invoice carries no VAT and prints the wording HMRC expects. New-build plots are different, because HMRC zero-rates new homes and the reverse charge doesn’t apply to zero-rated work.
No. A recurring invoice carries its own VAT rate, but the CIS deduction is ticked per invoice, so subcontract work for a main contractor stays on one-off invoices. Recurring invoices are for the service round: annual boiler services, gas safety checks, and a maintenance contract with a letting agent.
No. Sendinvo works out the CIS deduction, shows the net amount due, and prints the reverse-charge wording, all on the invoice itself. It doesn’t register an installation with Gas Safe, verify subcontractors, or send a CIS300. Building notifications stay where you make them today, and the return stays with your accountant.
30 days of everything, free, with no card and no invoice limit. After that it’s £24.99 a month, with your whole team included.