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SoloLast reviewed 27 May 2026 · 4 min read

Send invoices and job sheets

Finish a job, fill in the invoice sheet, and send a clean PDF. Solo covers a simple total and notes. Pro adds line items, VAT, CIS, discounts, photos and job sheets.

What it does

When you close out a job, the invoice sheet opens at the bottom of the screen. Fill in what you need and TradeBooked turns it into a tidy PDF you can send by email or by a payment link.

The form scales to your plan: a quick total and notes on Solo, full line items and tax handling on Pro.

What each plan includes

PlanInvoice
SoloFinal price, customer-facing notes, payment terms, PDF invoice
Pro and AutopilotAdds line items, VAT modes, discounts, CIS (when enabled), job photos, and separate job sheet PDFs

Before you start

You will need a TradeBooked account on any plan. To use VAT, CIS, line-itemised invoices and job sheets, you need Pro or Autopilot.

PDF invoices are on every plan from Solo. Advanced invoicing and job sheets are on Pro and Autopilot.

Setup steps are in your dashboard

This is a Solo feature. Sign in on a Solo plan to see the step-by-step setup for your number.

Common questions

Can I edit an invoice after sending?

Yes. Reopen the booking, edit the invoice sheet, and resend. The customer sees the updated PDF and the timeline records the change.

What if I am VAT registered?

On Pro and above you can set a VAT mode per invoice (20%, 5%, zero-rated, exempt, or off). The totals on the PDF reflect your choice.

Can I apply a discount?

Yes, on Pro and above. Add a fixed amount or a percentage discount and the totals update automatically.

What is the difference between an invoice and a job sheet?

The invoice is the bill: what is owed and how to pay it. The job sheet is the record of the work itself, like scope, materials and timings. Job sheets are a Pro feature.

What do I do if a customer does not pay?

Soft escalation, in this order: 1) friendly reminder email; 2) firmer reminder citing your terms; 3) formal letter before action quoting your right to statutory interest; 4) Money Claim Online via the small claims process. Most invoices clear at step 1 or 2; only a small minority need the courts.

Can I charge interest on a late invoice?

Yes. Under the Late Payment of Commercial Debts (Interest) Act 1998, you can claim statutory interest at 8% above the Bank of England base rate, plus a fixed compensation fee (currently £40 / £70 / £100 depending on invoice size). It is rarely claimed but legally enforceable on B2B invoices.

How long until I can take a customer to small claims?

You can issue a claim once the invoice is overdue and any reasonable chasing has not been paid. Money Claim Online (England and Wales) handles claims up to £100,000. Most trade invoice disputes sit well inside the £10,000 small-claims band, which is straightforward to use without a solicitor.

Should invoices include VAT if I am under the threshold?

No. You can only charge VAT if you are VAT-registered. The UK VAT registration threshold is £90,000 of taxable turnover in any rolling 12 months (from 1 April 2024). See "Set up VAT and CIS" once you do register.

Can the customer pay the invoice with one tap?

Yes, by sending a Stripe payment link. The customer taps, pays, and the invoice is reconciled automatically. Setup is in "Connect Stripe to take deposits"; the same Stripe connection powers booking deposits and invoice payment links.

What plan do I need?

PDF invoices are on every plan from Solo. Line items, VAT, CIS, discounts, photos and job sheets are on Pro and Autopilot.

Related guides

Related searches

  • chase unpaid invoice tradesman
  • late payment tradesman uk
  • invoice template plumber uk
  • customer not paying invoice
  • statutory interest on late invoice

References

This is general guidance, not legal, tax or financial advice. For your own circumstances, speak to a qualified professional.

Still stuck? Email support@tradebooked.co.uk.