GridteamAI Invoice Desk

Outstanding

£0

Overdue

£0

Paid this quarter

£0

Invoices

0

Number	Date	Due	Client	Items	Total	Status

New invoice

Client Invoice date Terms (days) Due date

Document Client PO / reference VAT Relates to (for credit notes)

Test invoice — numbered TEST-0001 onwards, stamped TEST, not for payment, left out of totals and exports, can be deleted

Lines

Item	Description	Qty	Unit £	Line £

Subtotal£0.00 VAT 0%£0.00 Total£0.00

Notes on the invoice (optional)

Clients

Add a client

CompanyContact

EmailVAT number (EU, if any)Terms

Address Notes (private)

Company	Contact	Terms	Invoiced

Catalogue

Every sellable item, coded. Prices here are the defaults pulled onto an invoice; you can override a line on the invoice itself.

Add an item

CodeName

Price £ (leave blank if quoted)UnitGroup

Description shown on the invoice

Code	Item	Price

Bills

Unpaid

£0

Overdue

£0

Spent this quarter

£0

VAT on purchases, this quarter

£0

Record a bill

SupplierTheir invoice / receipt no.

Bill dateDueCategory

What it was for

Net (£)VAT rateVAT (£)Gross (£)

StatusPaid onPaid how

Bill or receipt (PDF or photo, up to 10 MB)

On a phone, tap the file box to take a photo. Check every field before saving.

Notes (private)

A bill gets its number (PB-year-0001 onwards) the first time it is saved. A wrong entry is set to Void, not deleted, so the run of numbers stays complete for the accountant.

Number	Date	Supplier	For	Gross	Status

Suppliers

Add a supplier

SupplierContact

EmailVAT number (if any)Terms

Usual category

Address Notes (private)

Supplier	Contact	Terms	Spent

Settings

Business (printed on every invoice)

Business structureTrading name

Proprietor (your full name)Also trading as (optional)

A sole trader's invoices must show the owner's name. The sheet prints: "Trading name is a trading name of Proprietor".

Address

Company numberUTR (kept private, never printed)VAT number (if registered)

EmailWebsite

Payment

Account nameSort codeAccount number

Stripe pay-by-card link (optional)

Default terms (days)VAT on new invoicesNumber prefixNext number

Footer line

Email text (used by "Copy email text")

Placeholders: {contact} {number} {total} {due} {client} {company}

Housekeeping

Test invoices are numbered TEST-0001 onwards, never count towards totals or exports, and can be deleted one at a time from the invoice, or all at once here. Numbered real invoices are never deleted: void them instead, so the number sequence stays complete.