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 on a schedule, on the date, without you opening the app. The Gas Safe certificate for the job rides the invoice email, and plots you first fix for a main contractor go out with the CIS deduction already off the labour.
30 days of everything, free. No card needed.
“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 customer 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.”
Put a service on a schedule 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 a schedule 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 enter the labour figure. The deduction comes off that alone, so the boilers, radiators, and pipework you supplied keep their full value. Tick the domestic reverse charge alongside it and the wording HMRC expects prints on the document.
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: a boiler swap still sitting in draft, planned maintenance for a care home on a monthly schedule, 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 schedule 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. The invoice carries no VAT and prints the reverse-charge wording with the £1,490.00 the contractor accounts for. When the £6,880.00 lands, Sendinvo settles the invoice in full and books the deduction as a non-cash settlement.
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 customer 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. Put the visit on a recurring schedule 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 schedule 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 Documents 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, the invoice PDF included.
Yes. Your rate lives in company settings, 20%, 30%, or 0% for gross payment status. Tick the deduction on a sterling invoice and enter the labour figure, 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.
No. A schedule 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. Schedules 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 £20 a month for one person, plus £5 a month for each extra person on the account, with nothing held back.