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

Who the request is for and rates

Client company Email (optional) Urgency

Workers

Worker removed

Search requestsFilter by urgency

Explain what the agent needs to change.

Reason

FINANCE REVIEW

Prepared from the agent’s request and your saved company 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 (£)

Edit invoice details

Invoice dates

Invoice dateDue date

Issuing company Legal company name Company address

Company registration numberUTR number

VAT registration number (required when VAT is charged)

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.

Checking email sender…

Recipient email

Add a message (optional)

Message

Preparing your PDF…