Invoices
Raising invoices, recording payments and chasing what’s late.
- A job you invoiced in Xero, QuickBooks, Sage or FreeAgentTell Mucka a job was invoiced in your accounts software so it stops showing as unbilled work.
- An invoice isn't showing in the listInvoices 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.
- Chase an unpaid invoiceWhen an invoice goes overdue, Mucka drafts the chase email and you send it with one tap.
- Create an invoice from scratchRaise an invoice without a quote behind it. Line items, VAT, due date, all set in a minute.
- Delete an invoiceHow 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 MuckaEvery 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.
- Put a PO number on a job or an invoiceRecord 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 invoiceSet your account name, sort code, account number and a footer once. They show on every invoice PDF so clients can pay.
- Record a paymentLog money in against an invoice. Full, partial, by bank transfer, card, cash or cheque.
- Send an invoiceEmail 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 paymentsConnect 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 siteShow the customer a QR code from the job screen. They scan it with their own phone and pay before you have packed the van.
- That number is already used in your accounts softwareWhat to do when Mucka stops a send because the invoice number is already taken in Xero, QuickBooks or FreeAgent.
- Track CIS sufferedWhen 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 jobOn 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 invoiceSent 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 fromIf 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 invoiceFree 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.