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
| Plan | Invoice |
|---|---|
| Solo | Final price, customer-facing notes, payment terms, PDF invoice |
| Pro and Autopilot | Adds 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.
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
- Late Payment of Commercial Debts (Interest) Act 1998 (legislation.gov.uk)
- GOV.UK, charging interest on commercial debt and fixed compensation
- HMRC, register for VAT (£90,000 threshold from 1 April 2024)
- Money Claim Online (HM Courts and Tribunals Service)
- FSB / GoCardless, Time is Money 2025 (69% hit by late payment; around 50,000 SMEs close per year due to late payment)
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.