Create and share invoices
Invoice completed work, export customer PDFs and prepare accounting CSVs.
Create an invoice
Create a standalone invoice from Invoices, or open a completed visit and generate the invoice from there.
An invoice created from a visit keeps a link back to the job. For completed visits in a fixed programme, you can invoice one visit or combine all completed visits in the series.
You can also generate an invoice from a sale. Same-day extras can add lines to the source visit’s pending invoice; otherwise the sale gets its own invoice.
Add invoice lines
Check the customer details, description and line amounts. A visit created from a template can prefill its invoice description and price.
For VAT-registered businesses, enter the total amount. The app calculates and displays the net and VAT portions.
Add payment details
Open Settings → BACS payments to add your account name, sort code and account number. These details appear on the invoice PDF so the customer can pay by bank transfer.
Export and share
Set your accounting CSV format under Settings → Accounting (None, Xero, or QuickBooks). CSV export stays hidden until you pick Xero or QuickBooks — no live ledger required.
From an invoice, export a branded PDF, share the file, or use Email customer to prepare an email in your usual mail app. When a CSV format is set, Export also offers that accounting CSV.
From the invoices list, use Bulk export to filter by customer, site (visit-linked invoices), issued dates, and payment status, select invoices, and download one CSV for import. If accounting sync is enabled and Xero or QuickBooks is connected, the same dialog can Sync to Xero or Sync to QuickBooks for the selected invoices.
CSV exports prepare import files for Xero and QuickBooks Online on all tiers; they do not push data directly into either service.
Direct accounting sync
Direct Xero and QuickBooks Online sync (connect your organisation or company, push invoices, and see payment status from the ledger) is included on every paid tier. Enable sync under Settings → Integrations if needed, then connect one provider at a time. For commercial detail see pricing.
Connect QuickBooks — step by step
Track payment status
When Xero or QuickBooks is connected, invoice list and detail show ledger payment status from that provider (for example awaiting payment or paid). Status updates when the ledger records a change; you can also refresh from the invoice.
Optional Easy Days Work paid/unpaid tracking can still be enabled under invoice settings when you are not using an accounting package as the source of truth. Leave it off if Xero or QuickBooks tracks payment for you.