Invoices and exports

How invoices are made, the layouts, the columns, uploading them, and the pay export.

  • How invoices are made

    Which visits go on an invoice, when each invoice is dated and numbered, and why a downloaded invoice never changes.

  • The five layouts

    Choose the layout that matches your accounting software, so your invoice file uploads without changes.

  • Customise columns

    Rename, reorder, add or remove columns in your invoice file, and change the date format and file limits.

  • Uploading to your accounting software

    Download your visits to invoice and upload the file to Xero, QuickBooks, FreeAgent, Sage Accounting or a spreadsheet.

  • The pay export

    Download each team member's planned and completed hours and estimated cost for a period, to prepare your payroll.

  • The profit card

    How the Looking ahead card on the dashboard works out booking value, team costs and profit for the week, month or year ahead.

  • Download history

    Find and download again any invoice, pay or history file, and download everything your account holds.