Use this for cash sales that don't need a full customer record (till-style entry).
Fast-track expense entry for fuel, materials, tools etc.
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.
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).
Set your financial year start month. UK tax year runs Apr-Apr, but your company year-end may differ.
Common: Apr (HMRC Self Assessment) · Jan (Calendar) · Your accountant can tell you your company year-end.
Simple view: Paid invoices (income) minus expenses (transactions marked as expense).
See who owes you money and how long they've owed it. Critical for cash flow management.
Visual breakdown of all invoices by status. Track your collection efficiency.
Your best customers by revenue. Know who drives your business (80/20 rule).
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.
Compare this year's revenue to last year. Track your growth month-by-month.
See which customers pay fast and which pay slow. Identify credit risks before doing more work.
Generates your VAT return figures in HMRC Box 1-9 format. Select a quarter and review before submitting via your accountant or MTD software.
Generate the records your accountant needs for Self Assessment or Corporation Tax. Pick your financial year, choose a format, and download.
Multi-sheet workbook with P&L, Sales Day Book, Purchase Day Book, Customer Summary, and VAT Summary. Best for emailing to your accountant.
Separate CSV files for sales and purchases. Universal format — works with Sage, Xero, FreeAgent, QuickBooks, or any spreadsheet.
Formatted specifically for Sage 50 / Sage Business Cloud import. Columns match Sage's expected layout.
Summary of all vehicle-related expenses (fuel, repairs, insurance, tax) for the period. Useful for SA103 or mileage claims.
Most UK accountants for small trades businesses will ask for your sales day book (all invoices) and purchase day book (all expenses). The Excel download gives them both in one file. If they use Sage, use the Sage CSV option. If you're not sure, the Excel file covers everything.
Set up templates for repeat jobs (boiler services, maintenance contracts). Invoices are generated when you click "Generate Now" or on the next app load after the due date.
| Customer | Description | Amount | Frequency | Next Due | Status |
|---|
See all overdue and upcoming invoices. Send reminders via WhatsApp or email with one click.
Customise the message sent to customers. Use placeholders: {customer}, {amount}, {invoice}, {date}, {company}.
Add customers once, then reuse them on invoices (like QuickBooks customer centre).
| Name | Business | Phone | Address |
|---|
Store part numbers and labour items once – pull them straight into invoices.
| Name | SKU | Unit £ | VAT % |
|---|
Use this for expenses and extra income that are not part of invoices (fuel, parts, etc.).
| Date | Type | Account | Counterparty | Category | Receipt # | Notes | Matched | Amount £ |
|---|
Manage (zones, callout, import/export, uplift)
Select a date range and categories to see matching transactions with totals.