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How do I Invoice clients?

There’s a great suite of options available for you to send your invoices to your clients, along with a range of professional themes to choose from to convey your brand.

The purpose of invoicing is to account for money entering your business accounts. It’s worth noting that even if you don’t need to send invoices, you will still need to record the information so that the funds are accounted for correctly. This is because all money that goes into your account is considered profit and will therefore be taxable on your Self Assessment tax return.

Let’s get started with our first invoice

To raise your first invoice, head to the Work tab - Invoices - Create my first invoice.

You will then be prompted to enter information about the client you are / have been working for, along with details about the work carried out, and your payment terms.

 

Under More Options you can email the invoice directly to your client, customise the message you want to send, set up payment reminders, and also create custom ‘Thank You’ notices for clients.

Once you’ve entered all the information, select Create New Invoice.

On the next screen you need to enter information about the work carried out. Do this by selecting the green box labelled Add Invoice Item.

There are also some post-sending options available should you need them, such as re-sending the invoice, duplicating the invoice, or creating a recurring invoice.

If you go to Works - Invoices you will be able to keep track of your invoices in whatever stage they’re in. In the example below, my first invoice is marked down as Open because the payment is not due for 30 days.

Recording your payments

Once you receive payment for an invoice, you’ll be able to record it as a Manual Payment, or alternatively you can wait to record the incoming payment via your bank statement when you come to explain your bank transactions.  

Example

Let’s say we want to record a Manual Payment. First, you will need to locate the invoice, then head to Works - Invoices - Select Invoice - Add a Manual Payment.

You then need to enter some information about the payment received such as the Type of payment, Date and Amount - in this example, the Type refers to an Invoice Receipt

Once you’re happy with everything click Create and Finish. The invoice will now be considered paid.  

    

Last Updated: 11 Jul 2018 09:02AM BST

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