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Password

Invoice requests

Saved on this phone in Downloads/SiteCo. Available offline.

All fields are required unless marked optional.

01

Agent details

Your company and contact

Company nameContact number

02

Client details & workers

Who the request is for and rates

Client company Email (optional) Urgency

Workers

Worker removed

Search requestsFilter by urgency

SAVED INVOICE DETAILS

Collaboration

Set up your company, FA agents and clients once. Reuse their details when preparing an invoice.

Search saved details

Return for correction

Explain what the agent needs to change.

Reason

FINANCE REVIEW

Review invoice

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

1. Invoice parties

Our Company

Client presetFA Agent preset

Manage reusable details in Collaboration.

2. Review totals

Client
Issued by
Due date
Labour
VAT (20%)
Reverse VAT (20%)
Reverse VAT reversed
CIS deduction
Adjustment
Total due

Reverse charge: customer to account for VAT to HMRC. The two reverse VAT lines cancel out.

Missing details

Complete only the missing information below.

New company details will be remembered for future invoices.

Adjust amounts or add a charge

Additional charge / deduction (£)

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

Charge / deduction description (required for a nonzero amount)

VAT amount (£)CIS deduction (£)

3. Addresses, dates & payment details

Client / bill toLegal / company nameAddressContact person (optional)Email (optional)Phone (optional)Company registration number (optional)VAT registration number (optional)CIS / UTR number (optional)CIS status

FA AgentLegal / company nameAddressContact person (optional)Email (optional)Phone (optional)Company registration number (optional)VAT registration number (optional)CIS / UTR number (optional)CIS status

Invoice datesPurchase order / invoice reference (optional)

Invoice dateDue date

Issuing company Legal company name Company address

Company registration numberUTR number

VAT registration number (required when VAT is charged) CIS statusCompany email (optional)Company phone (optional)

Payment & terms Payment method Bank account holderBank name

Sort / bank codeAccount number / IBAN

Invoice notes / 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 registrationLegal company nameCompany addressCompany registration numberCIS / UTR numberVAT registration number (required for VAT)CIS statusCompany email (optional)Company phone (optional)

Payment detailsBank account holderBank nameSort / bank codeAccount number / IBANPayment methodPayment due in (days)Payment terms / invoice notes

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.

Legal / company nameAddressContact person (optional)Email (optional)Phone (optional)Company registration number (optional)VAT registration number (optional)CIS / UTR number (optional)CIS status

Email invoice

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Recipient email

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Message

WhatsApp PDF

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