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Link an agent

Add your client in Contacts before creating a link.

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 agent link

Return for correction

Explain what the agent needs to change.

FINANCE REVIEW

Review invoice

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

1. Invoice parties

Use saved client or agent details

Company details and template load automatically.

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.

Add company

Complete three short steps. Your details are saved when you finish.

  1. 1. Company
  2. 2. Bank
  3. 3. Invoice

Company details

Use the registered details that should appear on your invoices.

VAT, CIS & contact details If applicable

Add client

Start with a name and address. Everything else is optional.

Contact person & registration details Optional

Email invoice

Checking email sender…

Add a message (optional)

WhatsApp PDF

Preparing your PDF…