Track your invoices with Invoice Assistant

Invoice Assistant is our invoicing add-on that automatically chases your invoices, matches them to the correct payment, and helps you manage your overall cashflow.

It costs just £5.99 + VAT/month. You can get it on its own or as part of our Admin Essentials and Admin Extra bundles.

In this page, find out how:

Invoice Assistant can help you

To sign up for Invoice Assistant

To edit your customer details

We bill Invoice Assistant

Unlock everything you can do with Invoice Assistant

In addition to creating and sending invoices, you can:

Send unlimited invoices and quotes

Create and send as many invoices or quotes

Automate your invoice chasing

Improve your chance for getting paid on time

Automatically match your payments to invoices

Save time on bookkeeping

Use invoice cloning to save time

Create your invoices faster with invoice clone

Choose from an array of invoice templates

Find the ones that best suit your business

Send and cancel invoice receipts

Confirming if payments were a success

We'll keep expanding the list of Invoice Assistant benefits and will let you know when we add more to it.

Sign up for Invoice Assistant

You can sign up for Invoice Assistant in the app or on the web. Head to:

Admin > 3 dots next to Invoices and Bills

Features > Invoice Assistant

Upgrade to Invoice Assistant > confirm your subscription

We’ll then send you an email to confirm. Find out more about Invoice Assistant in our Terms and Conditions.

Your Invoice Assistant payments

Invoice Assistant is billed in advance. We’ll charge you immediately when you sign up for this option.

The first time, we’ll calculate the fee pro-rata, which means you’ll only pay for the remainder of the current month.

After that, we’ll start collecting the full £5.99 + VAT per month in the first week of each month, until you cancel.

If you want to use Invoice Assistant, but have an available free trial for Admin Extra, you must use the free trial first

Then, if you don’t want to stay on Admin Extra when your trial is up, you can downgrade before it ends, and sign up for Invoice Assistant only

If you cancel your subscription after the last day of the current month, we’ll still charge you for that month. You’ll have access to Invoice Assistant until the end of the month you cancel.

If you want to cancel your Invoice Assistant

You can do so in your app or on the web – simply head to:

Admin > Invoices & Bills > Manage > Features > Invoice Assistant > Cancel subscription

If you’re using this add-on as part of an Accounting subscription, you'll see the step Manage and explore plans > downgrade or cancel your subscription. The downgrade or cancellation will take effect at the beginning of the following calendar month.

If you change your mind, you can re-subscribe only after your current subscription is inactive.

If you’re on a free trial, the downgrade or cancellation will become effective immediately.