Invoices
Invoice Templates and Branding
Keep every invoice on brand: several themes, one template editor with a live preview, and the payment methods you choose.
Built for UK accountants, bookkeepers and growing accountancy practices.
Branding themes
Create several themes (for example monthly bookkeeping or quarterly VAT), set one as default and choose per invoice.
Design with a live preview
Name, description, logo, accent colour (or auto colour from logo), optional custom HTML letterhead and footer terms, with company and customer details, previewed live and exportable to PDF.
Payment methods per template
Choose which methods appear (card via Stripe, bank transfer with your bank details block, PayPal, Adfin) and edit the text the client sees.
Frequently asked questions
Can I keep several invoice designs?
Yes — create several branding themes (for example monthly bookkeeping or quarterly VAT), set one as default and choose per invoice.
Can I choose which payment methods appear?
Yes — choose card via Stripe, bank transfer with your bank details block, PayPal and Adfin, and edit the text the client sees.
Continue the Invoices guide
See invoices in Remindoo
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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.”
