Invoice management
Invoice Management Software for Accountants and Bookkeepers
Create invoices, monitor outstanding fees, collect payments and automate client reminders from one connected accountancy practice management platform.
Built for UK accountants, bookkeepers and growing accountancy practices.
From invoice to synced payment
Connect your invoice workflow with client records, services, payments and your choice of Xero or QuickBooks.
- Create invoice
- Approve and send
- Client pays
- Payment syncs
- Status updates
Manage Your Practice Invoicing from One Place
The invoice dashboard gives a central view of billing and payment activity, so you can see unpaid work quickly and decide which clients need a follow-up.
- Outstanding invoice value
- Overdue invoice value
- Draft invoice total
- Amount paid this month
- Remaining balances and amounts already paid
- Credits applied
- Invoice status, issue dates and due dates
Find and Monitor Every Invoice
Switch between views to focus on what needs attention.
- All invoices
- Unpaid
- Overdue
- Draft
- Recurring
- Credits and notes
The invoice table shows the number, client, issue date, due date, amount, amount paid, credit, remaining balance, status and actions — including sent and partially paid invoices — so reviewing balances doesn't mean opening each record.
Create Detailed Client Invoices
Flexible invoice details
- Select the client or contact
- Set issue and due dates
- Add an invoice number and reference
- Select a branding theme
- Choose the invoice currency
- Choose how tax is applied, including tax-exclusive amounts
Detailed line items
- Item or service
- Description
- Quantity
- Unit price
- Discount %
- Account
- Tax rate
- Tax amount
- Line amount
- Additional rows
Subtotal, VAT and invoice total are calculated and shown automatically. Invoicing does not submit anything to HMRC.
Control How Invoices Are Finalised
Save as draft
Prepare invoices and review them before they go out.
Approve
Finalise the invoice once details are checked.
Approve and send
Finalise and send to the client in one step.
Cancel
Leave without saving if something needs rethinking.
Automate Recurring Client Invoices
Set a recurring schedule and Remindoo generates the invoices automatically — ideal for fixed-fee and ongoing work.
- Monthly bookkeeping fees
- Payroll services
- VAT services
- Ongoing advisory work
- Annual compliance services
- Fixed-fee agreements
Keep Every Invoice Consistent with Your Practice Brand
- Create multiple named, described branding themes
- Apply your practice logo and colours
- Add invoice notes and bank details
- Add PayPal information where configured
- Set a default theme and choose one per invoice
Give Clients Convenient Ways to Pay
Remindoo includes a payment-collection area where you can view connected providers, track payment activity and record payments manually. Payments are matched through your connected accounting integration.
Stripe
Debit and credit cards, Apple Pay, Google Pay, Link and buy-now-pay-later options where supported by your account.
PayPal
PayPal balance, debit and credit cards, and Pay in 3 subject to PayPal eligibility.
Adfin
Card payments, Open Banking and Direct Debit.
GoCardless
Bacs Direct Debit, SEPA and Instant Bank Pay.
Provider fees and payment-method availability vary by provider and account.
Automate Invoice Reminders Before and After the Due Date
- 7 days before
- 3 days before
- 1 day before
- 1 day overdue
- 3 days overdue
- 7 days overdue
Customise the subject, body, formatting and wording for each stage, with personalisation fields for invoice number, remaining amount, due date, client name, practice name and a payment link when Stripe or PayPal is configured.
Consistent reminders reduce manual chasing and make it clear to clients what is due and how to pay.
Track Invoice Reminder Activity
Reminder logs record the date and time, invoice number, channel, reminder scenario, delivery status and any notes or errors. Logs update as reminders are evaluated, giving you a clear record of payment communications.
Connect Remindoo with Xero or QuickBooks
A practice can connect either Xero or QuickBooks — not both at once — and synchronise relevant accounting information with Remindoo.
Remindoo is a single-entry invoicing system: it handles billing, outstanding balances and payment follow-up, while your connected accounting platform remains the home of full double-entry bookkeeping and accounts.
- Contacts
- Invoices
- Payments
- Automatic synchronisation with a configurable frequency
- See the last sync, contacts synced and invoices synced in the last 30 days
- View matched payments
- See the connected organisation, connection date and who connected it
- Manage or disconnect the connection
Keep Client and Accounting Contacts Aligned
Contacts synchronise in both directions with duplicate prevention, so you enter details once.
- Synced
- Out of sync
- Remindoo only
- Run “Sync Now” manually
- Create a missing contact in the accounting platform
- View linked accounting records
- Automatically create missing contacts when no match is found, if enabled
Keep Payment Records Updated Across Both Systems
Payments recorded in Xero or QuickBooks can update Remindoo, and payments recorded in Remindoo can update the accounting platform. The integration dashboard shows matched payments and when it last synchronised. This is payment synchronisation, not bank reconciliation.
Map Practice Services to the Correct Income Accounts
Map each Remindoo service type to its income account in Xero or QuickBooks, with a default account used where no specific mapping exists. Services are grouped into external and internal categories that expand and collapse and show how many service types each holds.
- Year-end accounts and Corporation Tax
- Bookkeeping
- CIS contractor
- CIS subcontractor payroll
- Confirmation Statements
- MTD ITSA
- Payroll and PAYE
- Self Assessment
- VAT
Mapping cuts manual account coding and keeps service income categorised more consistently.
Control How Your Accounting Integration Works
- Turn automatic synchronisation on or off
- Choose the sync frequency (currently once daily)
- Control two-way payment sync
- Automatically create missing contacts
- Save or cancel preference changes
- View connection details or disconnect
Connect Invoicing with the Rest of Your Practice
Client management
Invoices sit alongside each client's services, contacts and history.
Proposals
Agree fees in proposals before the work and the invoicing begin.
Task management
Keep billing connected to the work your team delivers.
Email management
Invoice and overdue-payment emails appear with client correspondence.
Document portal
Share and store client documents next to billing records.
Workflow automation
Automate repeatable practice work around your services.
Xero and QuickBooks integrations
Connect either Xero or QuickBooks to synchronise accounting data.
Why Accountants and Bookkeepers Use Connected Invoice Management
- Less invoice admin
- Visible outstanding fees
- Automated payment follow-ups
- Flexible payment options
- Less duplicate contact entry
- Synchronised payment records
- Consistent branding
- Recurring billing
- Categorised service income
- Invoices connected to client work
Built for Modern Accountancy Practices
Sole practitioners
Bill, chase and record payments without a separate tool.
Bookkeeping firms
Recurring monthly invoices for ongoing clients.
Growing practices
One view of outstanding and overdue fees across the team.
Payroll bureaus
Regular payroll fees invoiced on a schedule.
Tax and compliance teams
Service-level income mapping for compliance work.
Fixed monthly fees
Automated invoices and reminders for agreed fees.
Recurring services
Billing that follows the services you deliver.
Xero or QuickBooks firms
Connect the one platform your practice uses.
Control Invoice and Payment Access
Separate everyday invoice creation and editing from sensitive actions such as voiding invoices, recording payments, issuing credit notes and managing payment and invoice providers.
Explore Roles & PermissionsFrequently asked questions
What is invoice management software for accountants?
It helps accountancy practices create client invoices, track what is outstanding or overdue, collect payments and follow up consistently, ideally from the same system used for clients, services and tasks.
Can I create invoices directly in Remindoo?
Yes. You choose the client, set issue and due dates, invoice number, reference, branding theme, currency and tax treatment, then add line items. Subtotal, VAT and total are calculated for you.
Can Remindoo create recurring invoices?
Yes. You can set a recurring schedule so invoices are generated automatically — useful for monthly bookkeeping, payroll and other fixed-fee services.
Can Remindoo automate overdue invoice reminders?
Yes. Reminders can go seven, three and one day before the due date, and one, three and seven days after it. Each stage's subject and wording can be customised.
Which payment providers can I connect?
Stripe, PayPal, Adfin and GoCardless are available. You can also record payments manually. Payment methods and fees depend on the provider and your account.
Does Remindoo integrate with Xero?
Yes. A practice can connect Xero to synchronise contacts, invoices and payments with Remindoo.
Does Remindoo integrate with QuickBooks?
Yes. A practice can connect QuickBooks to synchronise contacts, invoices and payments with Remindoo.
Can I connect Xero and QuickBooks at the same time?
No. A practice connects either Xero or QuickBooks, not both at once.
What information is synchronised with Xero or QuickBooks?
Contacts, invoices and payments. Contacts and payments synchronise in both directions; invoices are synchronised automatically.
Does Remindoo support two-way payment synchronisation?
Yes. Payments recorded in the connected accounting platform can update Remindoo, and payments recorded in Remindoo can update the accounting platform. The integration dashboard shows matched payments.
Can I map services to different income accounts?
Yes. Each Remindoo service type can be mapped to an income account in Xero or QuickBooks, with a default account used where no specific mapping exists.
Can I create different invoice branding themes?
Yes. You can create several named themes with your logo, colours, notes, bank details and PayPal information, and set one as the default.
Can I track outstanding and partially paid invoices?
Yes. The invoice list shows amount paid, credit, remaining balance and status, including sent and partially paid, with views for unpaid and overdue invoices.
Can clients receive a payment link in an invoice reminder?
Yes, when Stripe or PayPal is configured a payment link can be included in the reminder.
Is GoCardless available?
Yes. GoCardless is available, with Bacs Direct Debit, SEPA and Instant Bank Pay options.
Is Remindoo a full accounting system?
No. Remindoo is a single-entry invoicing system for billing and payment follow-up. For full double-entry bookkeeping and accounts, connect Xero or QuickBooks, which synchronise contacts, invoices and payments with Remindoo.
Take Control of Invoicing and Payment Follow-Up
See how Remindoo can help your practice create invoices, monitor outstanding balances, automate reminders and keep payments connected with your wider client workflow.
Book a personalised demonstration based on your firm’s own process.
See it in action
More walkthroughs
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
