Invoicing software for UK sole traders, with Income Tax and VAT return

The record holds company, contact, notes and tags next to projects and invoices. Before a meeting you do not rebuild the client from separate emails and sheets.

Statuses, milestones and hour or amount budgets sit on the project. You see an overrun while you are working, not only after the fact.

Notes and messages stay on the client and the project. The context of the job does not live only in your inbox.

A CSV loads the records when you arrive from another tool. Getting started is not one card at a time.

From the record you open the linked projects, invoices and hours. It is the same view you use to decide, not a detached list.

Draft, sent, paid: the status is on the invoice. You know what is outstanding and what is collected without a second sheet.

Logo and colour come from the profile. The PDF you send is yours, not a generic template shared by everyone.

Recurring invoices are created on schedule as drafts. The monthly fee does not depend on you remembering to issue it.

Each expense has a category, a vendor and the receipt PDF. At the end of the period you are not hunting tickets in a folder.

AI reads the PDF and suggests vendor, amount and category. You check and save, instead of retyping the numbers.

With an Italian profile and SDI enabled, FatturaPA leaves from the list or the invoice. F24 and the return stay with the practice: sending the invoice is a separate channel.

On an Italian profile, a service from an EU or non-EU supplier (the UK included) self-assesses domestic VAT. From the expense you prepare TD17, TD18 or TD19 and send it to SDI if you turned SDI on. It does not send itself. F24 and the return stay with your accountant.

It will register the issued invoice. It does not file Modelo 303.

The timer starts on the project you are working on. Hours are not reconstructed from memory on Friday.

If the timer was off, you log date, duration and a note. The actuals stay complete anyway.

The report groups hours by client and by project. That is the base for billing, or for seeing where the time went.

Logged hours against the project budget. The overrun shows while you work, not after delivery.

Export the hours for the invoice or for payroll. You do not retype the timesheet into another file.

In Italy the estimate follows ordinary or forfettario, with the brackets on your profile. It is an estimate of profit, not the return.

In Spain the estimate tells estimación directa apart from módulos. It is not one flat rate for everyone.

In the UK the estimate covers sole trader and limited, with or without VAT. Filing to HMRC stays with the accountant.

The dashboard shows the next VAT and instalment dates from your profile. They are reminders, not a submission to the authority.

When a tax rule changes, you get a notice to review your profile. You do not find out at the end of the quarter.

The client opens milestones, documents and files from a link. You do not create an extra account and password.

The proposal goes out as a PDF and is shared before the work. The scope is written, not only said out loud.

Acceptance happens in the portal. You have a record, not only an email that says yes.

Documents and external links sit on the same client page. Fewer attachments scattered across chat and email.

The link is the access. The client does not have to remember yet another password.

Connect Google Calendar and appointments show up next to your work, and the other way round. You stop jumping between two calendars to plan the day.

CalDAV covers iCloud, Nextcloud and Fastmail. If you do not use Google, the calendar still stays in step.

Events, milestones and tax deadlines share the same grid. The month reads without opening three tools.

From an event you can create the time entry. The appointment becomes tracked time, not only a block in the diary.

Revenue, expenses, pre-tax profit and margin sit on the same view. It is the picture of the period, not only the invoice list.

The effective hourly rate comes from tracked hours and paid invoices. You see what an hour returns, not only what you invoiced.

Clients by revenue and expenses by category show where money comes in and where it goes. Useful for pricing the next job.

The practice downloads Excel and the ZIP of PDFs for the same period. For Italy the ZIP also includes FatturaPA XML. The return stays with the accountant.

From Profile you export your data as JSON, CSV or ZIP. If you close the account, the data is not locked inside.