Operators who invoice clients; bookkeepers who want a clean starter file per client.
What is in the file
- Sequential invoice numbers with a prefix you control
- Client list with VAT numbers and contact fields
- Line items with quantity, rate, and VAT-inclusive or exclusive toggle
- Payment allocations so a partial payment does not fake a paid invoice
- Ageing view: current, 30, 60, 90+
- VAT helper that totals output VAT for a period you choose
- Printable invoice layout on a dedicated sheet
Tabs
SettingsClientsInvoice registerLine itemsPaymentsVAT helperDashboard
Practice licence extras
- White-label header and colour block for your practice
- Prepared-for / prepared-by cover fields
- One-page handover note you can send with the file
- Licence to copy the workbook for each of your clients
Not included
- eFiling submission
- Bank feed / Payshap import
- Custom Apps Script
Built around a 15% VAT rate you can change in Settings. Not a replacement for an accountant or Xero/Sage.
Delivery: Google Sheets · Make a copy after payment. The live copy link is emailed after payment is confirmed — it is not published on this page.