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Add allocation

Clients must have saved contact details. Add or complete them in Collaboration.

Company invoice template

PDF: one A4 portrait letterhead, up to 2 MB. Keep the centre clear; reserve the top 35 mm and bottom 20 mm for branding.

HTML: basic headings, paragraphs, tables and font colours, up to 128 KB. Include {{invoice}} once for all invoice details. Optional: {{company_name}} and {{invoice_number}}. CSS, scripts, images and links are not supported.

Changes apply to invoices created after saving. Use Preview on the company card to review a sample PDF.

Remove allocation

Return for correction

Explain what the agent needs to change.

FINANCE REVIEW

Review invoice

Check the parties, review the totals, then approve. Saved Collaboration details are filled in for you.

First Agent
Client
Our Company

1. Invoice parties

Manage reusable details and templates in Company Presets.

2. Review totals

Client
Issued by
Due date
Labour
VAT (20%)
CIS deduction
Adjustment
Total due
Adjust amounts or add a charge

Use a negative amount for a deduction. Enter final VAT and CIS amounts after any applicable adjustments.

3. Addresses, dates & payment details
Client / bill to
FA Agent
Invoice dates
Issuing company
Payment & terms

Approve to save these details and create the final PDF. The invoice number is assigned automatically.

COLLABORATION / OUR COMPANY

Company details

Save these details once to prepare future invoices faster.

Company & tax registration
Payment details

Tax is calculated from each worker’s category: Gross 0%, Standard CIS 20%, VAT 20%, No VAT 0%, or Reverse VAT 20% and reversed.

COLLABORATION

Saved contact

Name and address are required. Add registration and contact details where applicable.

Email invoice

Checking email sender…

Add a message (optional)

WhatsApp PDF

Preparing your PDF…