1
10 seconds
Go to Invoicing
- Open Settings from the sidebar
- Click the "Invoicing" tab
- Click "Create Invoice"
2
10 seconds
Link a Certificate
- Search for the certificate by number, client name or address
- Click to select it
- Client details, address and certificate reference auto fill instantly
3
20 seconds
Add Your Charges
- The first line item is pre filled with the certificate type
- Enter the price
- Add more line items if needed (materials, call out charge and others)
- Toggle VAT on or off (defaults from your saved settings)
- Add a discount if applicable
4
10 seconds
Set Payment Terms
- Click a quick preset: "Due on receipt", "Net 7", "Net 14" or "Net 30"
- Your bank details auto fill from Invoice Settings (set them once, used on every invoice)
5
10 seconds
Save and Send
- Click "Create Invoice"
- Download the PDF or share it directly with your client
- The invoice appears linked to the certificate on both pages
Bonus Features
- Create quotes and convert them to invoices later
- Track paid and unpaid status with a simple toggle
- Export all invoices as CSV for your accountant
- View all invoices for a specific client
Setting Up Invoice Defaults
Do this once and it applies to every invoice you create
- Go to Settings, then Invoicing, then Invoice Settings
- Enter your bank details (account name, bank, sort code, account number)
- Set your default VAT rate
- Add your default payment terms
- These auto fill on every invoice from now on
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