Invoicing: choose the right workflow
Turn completed work into an invoice. Check progress billing, payment links, reminders and the accounting records created by each transaction.
Get completed work ready for payment
Start with an accepted quote and a completed job. An invoicing workflow should carry the agreed scope and prices forward while allowing approved extras to be added clearly. Check how part payments, deposits and overdue balances appear to the customer.
What to test before choosing
Test the invoice PDF, email delivery and payment recording. If you use accounting software, inspect the resulting invoice and payment there too. Online card payment availability and fees need a separate UK check; an invoice button alone does not prove payment processing is included.
Software with documented invoicing support
These suppliers describe support in their documentation. Check the plan scope below, then use the trial checklist to test the task you need.
Invoices and online payments are included from Lite.
Invoices and payment links are included in Business.
Invoices and mobile payments are included.
Invoicing and job-cost tracking are documented.
Base includes invoicing.
Core includes invoicing and online payments.
Invoicing and job costing are documented.
Standard includes invoices.
Base includes invoicing and payments.
Sources and date checked (1)
Supplier documentation. Product imagery belongs to the respective supplier.
- Invoicing official documentationChecked 2026-10-09