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Sign in to HGS Accounts & Invoicing

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Use the email & password you created in Supabase.

Import invoice from quote

Select a saved quote→invoice record from Supabase and import it into this app.

Loading saved quote invoices…
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Show imported

These records come from the HGS Pricing Tool’s "Convert to invoice" button.

Dashboard
Default VAT: %
Total Revenue (YTD)
£0.00
—
Outstanding
£0.00
0 invoices
Overdue
£0.00
0 invoices
Active Customers
0
in database
Avg Payment Time
0
days
Collection Rate
0%
of invoiced
Refunds (YTD)
£0.00
0 refunds
Quick sales note

Use this for cash sales that don't need a full customer record (till-style entry).

Today at a glance

Simple snapshot based on invoices and transactions.

No data yet – start by adding a customer, part, and invoice.
Profit summary

Simple view: Paid invoices (income) minus expenses (transactions marked as expense).

Monthly income & expenses
Income vs expenses
Expenses by category
Detailed report (pick any period, or click a month on the bars)
Tip: click a month bar to auto-fill the date range and show what you made/spent in that month.
📊 Aged Receivables (Outstanding Invoices)

See who owes you money and how long they've owed it. Critical for cash flow management.

📈 Invoice Status Dashboard

Visual breakdown of all invoices by status. Track your collection efficiency.

⭐ Top 10 Customers

Your best customers by revenue. Know who drives your business (80/20 rule).

💷 VAT Tracker & Threshold Monitor

Track your progress to the £90,000 VAT threshold, or manage VAT if already registered.

Toggle this ON if you're VAT registered. We'll show quarterly summaries instead of threshold tracking.

📊 Year-over-Year Comparison

Compare this year's revenue to last year. Track your growth month-by-month.

⏱️ Customer Payment Behavior

See which customers pay fast and which pay slow. Identify credit risks before doing more work.

🏷️ Invoice / company details

Set the next invoice number if you are migrating from Excel (e.g. 0099).

These details appear on printable invoices. Edit once and reuse across all jobs.

📋 Invoice Number Counter

Tip: If your invoice numbers aren't saving, click "Auto-detect" to sync with your existing invoices, or "Set manually" to enter a specific starting number (e.g., 109 if your last invoice was 108).

Pick a preset, then tweak the text below if you like.
Customer database

Add customers once, then reuse them on invoices (like QuickBooks customer centre).

Name Business Phone Email Address
Parts & labour rates

Store part numbers and labour items once – pull them straight into invoices.

Name SKU Unit £ VAT %
Invoices auto-calculate totals – VAT is only applied if “VAT registered” is ticked.
New invoice
Pick a customer, add line items from your parts list, and save.
Part Description Qty Unit £ VAT % Line total
Tip: split multi-visit work into separate labour lines, and use the Job description box for the full story.
Net: £0.00
VAT: £0.00
Total: £0.00
Invoices list

Click “Load” to view/edit an invoice; set “Paid” when money received.

# Date Customer Status Total £
Open invoices to match

Select an invoice on the left and a bank transaction on the right, then click Match selected payment.

Select Date Invoice # Customer Total £ Status
Unmatched income transactions

These are income Transactions not yet linked to an invoice. Pick one to match or mark it as non-invoice income.

Date Amount £ Account Counterparty Notes Category
Match / reconcile

Select one or more invoices and one payment below, then click Match. You can split one payment across multiple invoices! When matched, invoices are marked Paid and the transaction is categorised as Invoice Payment.

Manual transactions

Use this for expenses and extra income that are not part of invoices (fuel, parts, etc.).

Import bank CSV
Upload a .csv bank statement. It looks for columns like Date, Description, Amount or Debit/Credit and creates income/expense transactions.
Tip: Works best with standard UK bank exports.
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Date Type Account Counterparty Category Receipt # Notes Matched Amount £
Price Book
Bradford base prices with zone uplift + optional callout. Saved in your app data and synced via Cloud Sync.
Common jobs
Manage (zones, callout, import/export, uplift)
Zones
Callout defaults
Import / export
CSV columns: category,job_name,base_price
Increase everything
💸 Process Refund
Invoice # -
Customer -
Invoice Date -
Total Paid £0.00
📥 Import Invoice from Excel