Invoicing from the job to paid, with your VAT figures ready
Build each invoice from the job’s chargeable lines, approve it, send it with its PDF and record what comes in. Chase an overdue invoice with one click, take card payments through your customer portal, and get your nine VAT return boxes, with the invoices behind them, ready to hand to your MTD software.
No credit card required · Full access for 30 days · Cancel at any time
24
Active Jobs
12
Quotes Sent
£28.4k
Revenue (MTD)
7
Scheduled Today
Job Pipeline
£1,185
Avg Job Value
+8%
32%
Profit Margin
+2%
£4,220
Outstanding
3 invoices
Recent Activity
Boiler service completed at 14 High St
Quote #Q-0047 sent to Apex Build Ltd
Invoice #INV-0093 paid: £1,820
The problem it solves
Invoices typed up from job sheets
Someone rebuilds each invoice from notes and the quote, days after the job finished. Lines get missed and the invoice goes out late.
The same job billed twice
A job invoiced in full on top of an application for payment, or two invoices for one visit. The customer spots it before you do.
VAT figures rebuilt every quarter
Pulling the quarter’s sales and supplier bills together for the VAT return takes a day of spreadsheets, and nobody can see which invoice sits behind which box.
How it works
- 1
Invoice from the job
A job ready to bill lands in the Accounts Queue. Create Invoice builds the invoice from the job’s chargeable lines at each line’s sell price, with VAT worked out on that price, and lines you mark as not chargeable stay off it.
- 2
Approve, send, get paid
Approve the invoice, then Send & Lock emails it to the customer with its PDF and locks the figures. Record full or part payments, raise a credit note to correct a sent invoice, and press Send Reminder on an overdue one.
- 3
Your VAT return figures
VAT Returns works out each quarter’s nine boxes from your invoices, credit notes and supplier bills, under the standard, flat rate or cash accounting scheme, and after each recalculation opens the main boxes to show what is behind them. Lock the period when you have filed, through your own MTD software: Field Forge files nothing with HMRC.
What you get
- An Accounts Queue of jobs ready to invoice, and invoices built from each job’s chargeable lines
- Approval before an invoice goes, then Send & Lock: emailed with its PDF and locked
- Full and part payments, credit notes, and void only with a written reason
- One-click payment reminders on overdue invoices, emailed with the invoice attached
- Aged debt by customer, and customer statements as a PDF or CSV
- A job is billed by one invoice or by applications for payment, never both and never twice
- VAT return figures in the nine-box layout, with the invoices and bills behind them
- Standard, flat rate and cash accounting VAT schemes, with VAT periods you can lock
- Card payments from the customer portal into your own Stripe account, with a fee of 1% + 20p per payment
- The built-in invoice PDF with your logo and VAT number, or your own layout in Word
Related features
- Progress Invoicing & Retention: applications for payment, retention, CIS and the domestic reverse charge.
- Xero & QuickBooks Integration: push invoices and supplier bills to Xero or QuickBooks, one way.
- Customer Portal: where your customers see their invoices and pay by card.
Further reading
Stop Typing Every Invoice Into Xero Twice: what changes when invoices stop being typed into the accounts twice.
See Your Field Service Dashboard in Action
A single platform for your entire operation, from quoting to invoicing.
24
Active Jobs
12
Quotes Sent
£28.4k
Revenue (MTD)
7
Scheduled Today
Job Pipeline
£1,185
Avg Job Value
+8%
32%
Profit Margin
+2%
£4,220
Outstanding
3 invoices
Recent Activity
Boiler service completed at 14 High St
Quote #Q-0047 sent to Apex Build Ltd
Invoice #INV-0093 paid: £1,820
Invoicing & VAT: frequently asked questions
Can I send my VAT return to HMRC from Field Forge?
Are invoices raised automatically when a job is finished?
What does Send & Lock do?
Can Field Forge chase overdue invoices?
Can my customers pay by card, and what does it cost?
What stops a job being invoiced twice?
Field Service Software Pricing: Plans for Every Team Size
Affordable field service management software with two licence tiers to fit your team. Start with a 30-day free trial, with no credit card required.
Lite
Mobile app access for field technicians. View jobs, update status, and log time.
- Mobile app only (no desktop access)
- View assigned jobs & details
- Update job status
- Log time entries
- See upcoming jobs day by day
- Requires at least 1 Full licence
- £199/yr if paid annually (save 17%)
Full
Complete desktop & mobile access for office staff, schedulers, and admins.
- Everything in Lite, plus:
- Full desktop & mobile access
- Create & edit quotes & jobs
- AI-powered estimating
- Scheduling & assignments
- Invoicing, billing & purchasing
- Client & asset management
- Team management & settings
- £390/yr if paid annually (save 17%)
Enterprise
For larger teams with bespoke requirements.
- Everything in Full
- Volume discounts
- Dedicated account manager
Start your 30-day free trial
Quote, schedule, and invoice from one platform. No sales call, no setup fee, no card needed.
30 days free · No credit card required · Cancel at any time