Create and send an invoice
Professional PDF invoices with your details on — built, numbered and shared in a minute.
Open this in your portal
Invoices live under Invoices in the sidebar. Each one is a proper PDF with your business details, numbering and VAT handled for you.
Step by step
- Tap New invoice — or open a completed job and invoice straight from there, which pre-fills the customer and the work.
- Add your line items: description, quantity, price. VAT (if you’re registered) and totals work themselves out.
- It saves as a draft — no number yet, tweak it as much as you like.
- When it’s right, finalise & send. It gets the next invoice number, and you can share it two ways:
- Copy the link — a hosted page the customer can open on any phone, with your payment details (and payment links, if set up) right there;
- Download the PDF — for email or WhatsApp.
Your business details, logo colour, numbering prefix and payment instructions all live in Invoice settings (the gear on the invoices page) — set once, every invoice after that carries them.
Tip: you’ll see a little “Seen” marker once the customer opens the invoice link. No more “it must have gone to spam”.