sales@zotabooks.co.uk
0333 012 4013
sales@zotabooks.co.uk
0333 012 4013

Raise Invoices

Raise Invoice

Automatically Populated Invoice & Automated Accounting

  • Select a customer project, the available time based fees, expenses and sales available to invoice are populated into the invoice
  • On raising the invoice the appropriate accounting entries are made, to reflect the payment due and the VAT payable
  • The VAT due on the invoice (if VAT registered) is automatically added into the VAT return
  • The estimated corporation tax liability is automatically updated, accounting postings automatically made into the accounting General Ledger and the corporation tax return calculation is updated

Automated Accounting, You Select an Invoice Action, We do the Rest

We have removed the accounting from accounting, you choose a business action for the invoice we do all the accounting for you.

  • Raise an Invoice, the accounting entries are automatically made into the General Ledger, VAT return updated automatically, corporation tax updated automatically and the cashflow is automatically updated
  • Cancel an invoice, the reversal of the raise invoice accounting entries are automatically made into the General Ledger, VAT return updated automatically, corporation tax updated automatically and the cashflow is automatically updated
  • Write off all or part of an Invoice, the accounting entries are automatically made into the General Ledger, VAT return updated automatically, corporation tax updated automatically and the cashflow is automatically updated
  • Invoice Paid, the accounting entries are automatically made into the General Ledger and the cashflow is automatically updated

Never Miss Time, Expenses or Sales from an invoice Again.

Time, expenses and sales assigned to a client project are automatically populated in the invoice.  Select whether to exclude or write off specific invoice lines.

You’re In Control, We Provide the Guidance

Select the Client Project and Date Range to invoice (Automatically defaults to earliest date for which items are available to invoice)

Remittance Bank Details Automatically Populated

The invoice is automatically populated with the bank details to which the invoice payment is to be made.

Add a Personalised Note to the Invoice

All invoices can have a personalised note added, this is included within the invoice raised.

The Invoice PDF is automatically produced.

When an invoice is raised a PDF is automatically produced, the PDF contains all the details that are displayed on the screens where the invoice was raised.  Your company logo is automatically added to the invoice, with VAT and company number,

The invoice is automatically populated with the payment due date, this is calculated from the invoice raise date and the payment days for the client.