Money

Payments

Recording what's arrived, reversing a mistake instead of editing it, and what happens when someone pays too much.

VAT

Turning it on, why your prices don't move by a penny, and how the registration number is checked as you save it.

Prices that change from a date

Set next season's prices without touching this season's quotes.

Deposits

Never on top of the total, always part of it — plus the three optional rules for chasing one that goes unpaid.

Asking for payment

Deposit, balance and adjustment requests, and why what's been paid is worked out for you, never ticked off by hand.

Reminding people to pay

Write the words once and it goes out for you — but only once per invoice, ever.

Letting groups pay online

Connect your own GoCardless account, your own Stripe account, or both, so groups can pay straight from their bank or by card, commission-free from us.

When a trial ends

Nothing is deleted and nothing stops being readable — only saving new things stops.

Before your trial ends

When we write to you, what it says, and what happens if you do nothing at all.

Invoices

What freezes the moment you issue one, how numbering works, and putting your bank details on it.

Credit notes

How to undo an invoice that's already gone out, without touching what was paid or agreed.

Getting the invoices to your accountant

Export every invoice and credit note for a period as a spreadsheet Xero or QuickBooks can import.

Sending straight to Xero or QuickBooks

Connect your own account and every document is pushed across automatically as it's issued.

Donations and Gift Aid

Record donations, collect Gift Aid declarations online or on paper, and make claims in HMRC's schedule layout.