UK invoices & PDF templates
Build and review professional customer invoices with custom numbering, service lines, discounts, VAT options when applicable, payment instructions and PDF layouts.
Learn moreThe following capabilities exist in the desktop development scope. Final availability and reliability are being validated before public release. See individual sections for context and limitations.
Build and review professional customer invoices with custom numbering, service lines, discounts, VAT options when applicable, payment instructions and PDF layouts.
Learn morePrepare quotes, track acceptance and connect approved work to clients, jobs and invoices. Keep a clear distinction between drafts and issued records.
Learn moreMaintain client records, activity, status, notes and linked work. Import CSV or spreadsheet data with preview and mapping checks.
Learn moreLink work to a client, track progress, allocate workers and record hours and internal labour costs without exposing them on customer invoices.
Learn moreReview paid, part-paid, outstanding and overdue invoices. Track payment histories and reconcile corrections with clear audit trails.
Learn moreKeep business spending organised with suppliers, attachments and reviewed bank-statement imports. Match transactions rather than silently posting guesses.
Learn moreUnderstand invoiced totals, received payments, overdue amounts, costs and job contribution. Use filters, reporting periods and business dashboards.
Learn moreDesigned around a locally stored encrypted workspace, with backup and recovery. A genuinely offline route is part of the product direction.
Learn moreChoose a simpler workspace or reveal a broader set of tools. Custom mode allows tailoring visible modules without deleting the underlying records.
Learn moreLocal users and permission controls support owner-led access. Future account/cloud seats are a separate release and are not currently sold.
Learn moreFollow overdue items, planned work and internal tasks. Future mobile push notifications will require the optional cloud platform.
Learn moreSupport for UK-style invoices and business records, with English customer documents regardless of the user-interface language.
Learn moreMultiple PDF layout options, company branding and separate document settings.
Reusable business context for jobs, invoices and expenses.
Preview, duplicates, mapping, status changes and recovery paths are subject to staged data-safety acceptance.
Business reports and accountant-oriented exports, with permissions for sensitive information.
Designed to support separately managed business profiles, with controlled user access.
Classic/Modern style options, accessible colour modes and multiple UI languages. Customer invoices default to English.
Local roles, encrypted backups, recovery and permissions. No unsupported security guarantees.
Email queueing, reminders, notes and audit states require final owned-provider acceptance.
The marketing catalogue is not a substitute for acceptance testing. We will clearly state any limits in the public release.
Release updates