How it works
Six steps from sign-up to getting paid
InvoiceX follows a simple UK billing workflow. No accounting package required — just your business profile, client details, and the work you are charging for.
- 1
Set up your business profile
Add your trading name, address, contact details, and optional VAT number. These details appear on every document you create.
PaidVeynor Lane Digital
INV-000214
Bill to
Bridgewater Office Solutions Ltd
Unit 12, Millfields Road, Bilston, WV14 0QJ
Due 7 Apr 2026
£2,820.00
- Website support retainer — March£1,150.00
- E-commerce checkout improvements£1,020.00
- DNS & hosting administration£180.00
- 2
Add your clients
Store client names, billing addresses, and contact information so you can reuse them across invoices and quotes.
BBridgewater Office Solutions LtdHHarbour & Co. AccountantsMMillfields Property Care - 3
Create a quote or invoice
Choose a template, add line items with quantities and prices, and set issue and due dates. VAT can be applied where relevant.
- Draft
- Sent
- Accepted
- Converted
AcceptedQuotation
QUO-000063
Valid until 28 Mar 2026
- Brand refresh — logo and colour system£2,100.00
- Printed stationery pack (letterhead + comps)£1,380.00
Accepted by client£3,480.00 - 4
Download or email the document
Download a PDF on any plan. On paid plans, email documents directly from InvoiceX with your business details attached.
PaidVeynor Lane Digital
INV-000214
Bill to
Bridgewater Office Solutions Ltd
Unit 12, Millfields Road, Bilston, WV14 0QJ
Due 7 Apr 2026
£2,820.00
- Website support retainer — March£1,150.00
- E-commerce checkout improvements£1,020.00
- DNS & hosting administration£180.00
- 5
Track payment status
Mark documents as sent, due, paid, or overdue. Keep a clear record of what is outstanding without maintaining a separate spreadsheet.
Workspace overview
This month
Invoiced
£14,260.00
Marked paid
£9,880.00
Outstanding
£2,820.00
Overdue
£1,560.00
Invoice activity (demo)
Sample illustration only — not live account data.
- 6
Convert quotes and manage recurring work
Turn accepted quotes into invoices in a few clicks. On Pro and Business plans, set up recurring invoices for retainers and repeat billing.
Recurring schedule
Monthly retainer — 1st of monthQuarterly support — every 90 days
What you need before you start
Gather these details once — they appear on every document you create.
- Your business or trading name and address
- Bank details or payment instructions to show on invoices
- Client name and billing address for the first document
- Line items with descriptions and prices
- Your VAT registration number, if you are VAT registered (you remain responsible for correct VAT treatment)
Try the workflow yourself
Register free and create your first invoice in minutes.