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Invoices

Create a VAT Invoice in Seconds

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Add the client, pick the service line and set the price and VAT rate — subtotal, VAT and total are calculated live while you type.

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Built for UK accountants, bookkeepers and growing accountancy practices.

In this chapter

  1. Everything an invoice needs

01

Everything an invoice needs

Contact, issue and due dates, automatic invoice number, reference, branding theme, currency and tax-exclusive/inclusive amounts. Lines take an item from your products and services, description, quantity, price, discount, account code and VAT rate (0%, 5% or 20%), with subtotal, VAT and total calculated live. Save as draft, Approve, or Approve & send.

New invoice.

How to create the invoice

  1. Choose the client
  2. Add a reference
  3. Pick the service line
  4. Set price and VAT rate
  5. Add the account code
  6. Save as draft or approve and send

Frequently asked questions

Which VAT rates can I apply?

0%, 5% or 20% per line, with tax-exclusive or tax-inclusive amounts; subtotal, VAT and total are calculated automatically.

How is the invoice sent?

Save as draft, Approve, or Approve & send.

Continue the Invoices guide

PreviousInvoice list and cash KPIsNextRecurring invoices
All invoices guidesCRM for accountants

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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

  • Invoices →
  • Proposals and engagement letters →
  • Products and services catalogue →
  • Pricing →

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

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“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.”
Shaz Israr
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
Taxaccolega Chartered Accountants
“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.”
Afia Begum
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Premier Books Consultancy Ltd

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