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.

How does it work?

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. 

Read more: 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.

Invoice limits on the free plan

The free plan includes invoicing with a monthly limit. This lets you try invoicing before deciding whether to upgrade.

• You can create up to five invoices each calendar month
• Sage shows a message when you create your final invoice
• Once you reach the limit, you can’t create new invoices
• You can still view and edit existing invoices

Your invoice limit resets automatically at the start of each month. After the reset, you can create invoices again without upgrading.

If you need to send more invoices, you can upgrade at any time.

Next steps

Add sales invoices