What is invoicing?

Invoicing is the process of requesting payment from people for goods or services you've provided.

As a self-employed person in the UK, sending invoices is key. It's how you get paid, keep track of money, and stay compliant.

Our new invoicing feature makes this quick and easy, letting you focus on your work.

 NOTE: Invoicing is only available for paid users.

How does it work?

Invoicing in Accounting Individual differs from Accounting Start, Standard, and Plus because it does not automatically link up with your year-end accounts.

This means you need to record your income as a money-in transaction when your customer pays their invoice.

For example: 

Bob creates an invoice in Individual and sends it to his customer. When the customer pays, Bob needs to create a Money in transaction to account for the payment received.

Next, Bob updates the invoice status to Paid in Individual. 

How to mark an invoice as paid >

Invoicing overview

The invoicing area is your hub for managing and creating your invoices.

Use the tabs along the top to view your invoices by their status: All, Draft, Unpaid, Paid or Voided.

You can change the date range, which allows you to view invoices from a specific period. You can then filter by customer, or sort by date range to drill down further.

Next steps

Find out how to add, edit or delete sales invoices >

How to mark an invoice as paid >