Invoices

Raising invoices, recording payments and chasing what’s late.

A job you invoiced in Xero, QuickBooks, Sage or FreeAgent
Tell Mucka a job was invoiced in your accounts software so it stops showing as unbilled work.
An invoice isn't showing in the list
Invoices live on the Invoicing page. If one looks like it has vanished, it is nearly always being looked for on the Jobs page, which only ever lists jobs.
Ask for a review on the invoice
Put a review button on the invoice page your customer already has open. Choose whether it shows once they've paid or on every invoice — and why that choice matters more than it looks.
Change the lines on an invoice with Mucka
Split one figure into several, take a line off, or change a price — by asking, on a draft invoice.
Chase an unpaid invoice
When an invoice goes overdue, Mucka drafts the chase email and you send it with one tap — or switch on automatic reminders and Mucka sends them itself.
Create an invoice from scratch
Raise an invoice without a quote behind it. Line items, VAT, due date, all set in a minute.
Delete an invoice
How to get rid of an invoice for good, when Mucka won't let you, and why voiding is usually the better move.
Find an invoice from before Mucka
Every invoice you raised in your old system comes across as a searchable record, so you can look up what you charged a customer last time.
Has your customer opened it?
Mucka tells you whether the customer has opened the invoice you sent them, and how many times. Works on quotes too.
Put a PO number on a job or an invoice
Record your customer's purchase or works order number on the job when it comes in, and it carries onto the invoice you raise from it — so their accounts team can pay you without chasing.
Put your bank details on every invoice
Set your account name, sort code, account number and a footer once. They show on every invoice PDF so clients can pay.
Record a payment
Log money in against an invoice. Full, partial, by bank transfer, card, cash or cheque.
Record one payment across several invoices
A customer pays a month's invoices in one BACS run. Split the lump sum across them in one go, oldest first, with every figure editable.
Save a card and charge it after the job
Save the customer's card when you book the job, then take payment once it's invoiced. They agree to it up front, the invoice tells them when, and you approve every charge.
See whether a customer has opened a quote or invoice
Every quote and invoice tells you whether the customer has opened it — on the card in your list, and with the exact date and time inside the document.
Send an invoice
Email the invoice PDF to the client, send it again whenever you need to, or mark it as sent if you handed it over in person.
Take card payments
Connect Stripe once and every invoice you send gets a Pay button. Card, Apple Pay or Google Pay, straight into your own bank.
Take payment on site
Show the customer a QR code from the job screen. They scan it with their own phone and pay before you have packed the van.
Thank a customer for paying
Send a short thank-you automatically when an invoice is settled. Text, email or both, and off until you switch it on.
That number is already used in your accounts software
What to do when Mucka stops a send because the invoice number is already taken in Xero, QuickBooks or FreeAgent.
Track CIS suffered
When you do subbie work for another business, they deduct CIS tax from your invoices before paying you. Mucka tracks the running total for your Self Assessment.
Turn card payments off on a big job
On a £5,000 install the card fee is around £75. Untick Accept card payments on that invoice and the customer is offered bank transfer only.
Void an invoice
Sent an invoice by mistake? Void it to cancel it and stop it counting as money owed, while keeping it on your records.
Where your revenue figures come from
If you use Xero, QuickBooks or FreeAgent, the Revenue page reads your money figures straight out of it — and every section tells you which.
Work you never invoice
Free estimates and inspections you do at no charge. Mark the job type, or the one-off job, and Mucka stops asking you to invoice it.