Clients
Invoices and Fees per Client
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Fees and credit control are part of client management, so Remindoo shows invoice information right in the clients list. Hover over or click the invoice icon beside any client name to open a summary showing total invoices, overdue invoices, total amount, paid, outstanding, overdue amount, drafts and the date of the last invoice. View invoices takes you to the full list. For partners reviewing a portfolio, the Invoices column shows the total invoiced and the number of invoices per client. With the Partners column next to it, you can see whose clients carry outstanding balances. Combine this with the Total Fee summary at the top of the list and the yearly fee excluding VAT recorded in each client's internal information, and you can compare what you charge with what you actually invoice and collect. The estimated yearly time from services adds the other half of the picture: whether the fee covers the work. For a UK practice, where many fees are collected by monthly Direct Debit, this helps you spot overdue accounts before the next year's work starts and supports fee reviews.
Invoice summary in one click
Total invoices, overdue invoices, total, paid, outstanding and overdue amounts, drafts and last invoice, with View invoices.
What you can see
- Invoices pop-up for Daniel Hartley, opened from the invoice icon in the list.
- Total invoices and Overdue invoices counts.
- Total amount, Paid, Outstanding and Overdue amount.
- Drafts count and Last invoice.
- View invoices button.
Why it matters: You can check a client's billing position before a call without opening the invoices module.
Partners, HMRC authorisation and invoices in the list
Scroll across to see the HMRC Authorisation status, the partner responsible and invoice totals with the number of invoices for each client.
What you can see
View this screenshot’s checklistFrequently asked questions
Can I see overdue invoices for a client from the clients list?
Yes. The invoice summary shows overdue invoices and the overdue amount alongside totals, paid, outstanding and drafts.
Where do I record a client's annual fee?
In Internal Information as Yearly Fee Excluding VAT, together with the payment type, such as DD - Go Cardless.
Continue the Clients guide
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Why organised billing matters for accounting firms
Late or missed invoices quietly damage cash flow. Linking billing to the services you have agreed with each client makes it easier to charge for all the work you deliver.
Healthier cash flow
Invoices raised on time, with a clear record of what is outstanding, reduce the time spent chasing payment.
Fewer missed charges
When fees are tied to agreed services, one-off extras and recurring work are less likely to be forgotten.
Fewer fee disputes
Clients who signed a proposal or engagement letter setting out the fee are less likely to challenge an invoice.
Better pricing decisions
Seeing what each client pays alongside the work involved shows where fees need reviewing.
Practical tips from UK practice
- Agree fees in a signed proposal or engagement letter before work starts.
- Keep your services catalogue up to date, so prices on new proposals are consistent.
- Review unpaid invoices every week, not only at month end.
- Review fees annually, and be ready to explain changes in scope.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
