YCB DESK
Invoices & custom numbering
Create drafts, set dates and due terms, use line items, hourly or fixed pricing and multiple work dates.
INVOICING & QUOTES
From quotation to invoice, with less repetition.
Prepare customer documents from your business records. Keep the relationship between quotes, work, invoice totals, payment history and issued PDFs clear.
DOCUMENTS
Professional documents for UK work.
The desktop scope provides configurable fields while protecting core totals and historical document snapshots.
YCB DESK
VAT and discounts
Apply appropriate VAT settings where supported, percentage or fixed discounts and precise monetary calculations.
YCB DESK
Quotes and conversion flow
Prepare estimates and track work to its next step. Keep a clear status trail rather than conflating quotes with invoices.
YCB DESK
PDF layouts & branding
Preview document styles, add a company logo and choose layout options. Customer-facing PDFs remain English by default.
YCB DESK
Payments & corrections
Track part and full payments, cancellations, corrections and reversals using recorded actions and history.
YCB DESK
Repeat work & references
Reuse services, notes, purchase-order references and commonly needed document fields.
UK tax scope
YCB is a business administration tool, not a promise of HMRC-certified filing or fully compliant payroll. Users remain responsible for their records and tax obligations.