Who owes you, at a glance
See what's out, what's paid and what's late. An invoice is flagged the day after it falls due, so you know who to ring.
Features / Invoicing
An easy invoice app for trade businessesInvoice it the day the job's done
The invoice comes from the quote, so what you priced is what you bill. Send it from your phone as a PDF with your logo, see who has paid and who is late, and keep Xero or QuickBooks in step.
Free during early access, no card needed
From the quote
No figure typed twice
Turn the quote into the invoice and every line comes with it, VAT and all. Nothing to copy out at the kitchen table, and nothing that drifts from what the customer agreed to.
Or ask for it. Tell Toolbelt AI to invoice the job and it raises the invoice for you to check and send.
Listening
-
Invoice Wrenhollow for the boiler service.
→ Invoice raised from QUO-2214 · £180.60 -
Mark INV-906 as paid.
→ INV-906 marked paid -
What did we charge Linnet last month?
→ Reads back the invoices and the total
What makes it easy
Invoicing that keeps up with the work
Sent from the phone
Invoices go out as a PDF with your logo and your details, from a choice of layouts, the same afternoon the job finishes.
VAT on every line
Each line keeps its own VAT, with the net, the VAT and the total worked out for you.
Xero and QuickBooks
Send customers, quotes and invoices across to Xero or QuickBooks, on the plans that include accounting.
On the customer's record
Every invoice sits with the customer's quotes and jobs, so the question about last year's bill starts with the facts.
Phone and web
Raise it on the phone or do the week's invoicing at a desk. It's the same account and the same invoices.
Straight answer
Do you still need accounting software?
Yes. Toolbelt AI isn't accounting software, and doesn't pretend to be. Keep Xero or QuickBooks for the books and your tax returns.
Toolbelt AI does the side of the business those don't: the quote, the job, the hours and the invoice. Then it sends the invoices across, so nobody types them in twice.
- Toolbelt AI: quotes, jobs, the week's board, timesheets and invoices.
- Xero or QuickBooks: the books, bank feeds and tax.
- Customers, quotes and invoices go across, on the plans that include accounting.
Questions
About invoicing
Is there an invoice app for my phone?
Yes. Invoices go out from the phone app as a PDF with your logo on them, and the web version has invoicing too, on the same account.
How do I know who hasn't paid?
The invoices list shows what is sent, what is paid and what is late. An invoice is flagged as late the day after it falls due.
Does it work with Xero and QuickBooks?
Yes, on the plans that include accounting. Customers, quotes and invoices go across from Toolbelt AI, so your books stay in step.
What does it cost?
Nothing during early access. After that, invoicing comes with the plans that list it on the pricing page.
Bill it the day it's done
Set it up in the time it takes to have a brew, then put your next job through it.
Get early accessFree during early access, no card needed