Skip to main content
TapTax

01Invoicing

Invoices that look like your business, and chase themselves.

Six templates, your colours and logo, saved clients and a rate card. Send in a minute, repeat monthly work automatically, remind late payers for you and keep track of what has been paid.

Free to start. No card needed.

Invoices, a repeating invoice and what is outstanding
An invoice on the TapTax app
  • MTD-compatible
  • Bank-level encrypted
  • Files straight to HMRC
  • Built for quarterly updates
statutory interest, plus the Bank of England base rate
8%statutory interest, plus the Bank of England base rateWhat a business client owes on a late invoice, unless your contract sets a different rate.
fixed compensation on a late invoice, and up to £100
£40fixed compensation on a late invoice, and up to £100£40 on a debt up to £999.99, £70 up to £9,999.99 and £100 from £10,000, charged once per invoice.
invoice templates
6invoice templatesClassic, Plain, Trades, Consultancy, Creative and Retail, in your colours.

02The walkthrough / 0:48

Watch it, start to finish.

A new invoice on the live app from a saved client and the rate card, in your own look, saved as a draft; then an overdue invoice marked paid.

What happens in the film
  1. Title: from a quote to paid.
  2. Your invoices: what is outstanding, what repeats each month and what has been paid.
  3. Clients and prices, saved: a new invoice for a saved client, with an EICR and an emergency lighting test from the rate card, £285.00.
  4. Your look: the Classic template, then back to Trades, previewed live, and the invoice saved as a draft.
  5. Paid, and never counted twice: an overdue invoice marked paid.
  6. Start free at taptax.co.uk. Free to start, no card needed.

03How it works

From a quote to paid, in one place.

Set your look once, then invoices take a minute, repeat themselves and chase themselves.

  1. 01 / Brand

    Make it yours

    Pick one of six templates, your colour and fonts, and add your logo. A live preview shows your own details.

    • Six templates
    • Your colour, fonts and logo
    • A live preview with your own details
  2. 02 / Create

    Clients and prices, saved

    Keep your clients with their payment terms, and a rate card of the jobs you do, so an invoice takes a minute.

    • Saved clients with their payment terms
    • A rate card of the jobs you do
    • Numbered in sequence for you
  3. 03 / Send

    Send it from you

    It arrives from your business name with the PDF attached, and replies come straight to you.

    • From your business name, via TapTax
    • The PDF attached
    • Replies come straight to you
  4. 04 / Repeat

    Repeat and remind

    Repeat monthly work on a schedule, and switch on reminders that go before the due date and after it.

    • Weekly, monthly, quarterly or yearly
    • Reminders before, on and after the due date
    • Statutory interest for business clients, if you choose
  5. 05 / Paid

    Paid, and never counted twice

    Mark an invoice paid when the money lands. The payment itself reaches your figures from your bank statement, so the same income is never counted twice.

    • Marked paid with the date
    • Overdue invoices flagged
    • Income counted once, from your bank

04The rules

What an invoice must show, already on yours.

GOV.UK sets out what every invoice needs. TapTax puts each part in place from what you have saved, so none is left off by accident.

GOV.UK says an invoice needsIn TapTax
A unique identification numberNumbered in sequence for you, in your own format, and never reused.
Your name, any business name, address and contact detailsFrom your business details, on every invoice.
The customer's name and addressFrom your saved clients.
A clear description of what you are charging forFrom your rate card, or typed on the line.
The supply date and the date of the invoiceThe invoice date is set for you; add the supply date to the line or the notes.
The amounts charged, any VAT, and the total owedAdded up per line, with VAT and your VAT number if you are registered.

Source: Invoicing and taking payment from customers: what invoices must include, GOV.UK.

05Before and after

The same job, without the admin.

The jobOn your ownWith TapTax
Making oneA Word template, retyped each timeSaved clients and a rate card: a minute
NumberingRemembered, or notIn sequence, never reused
ChasingAwkward emails you put offReminders sent for you, before and after the due date
Late payersInterest you never claimStatutory interest added for business clients, if you choose
What is owedA spreadsheet of who has paidOutstanding and overdue at a glance

06What's included

Everything in invoicing

  • Every plan

    Six templates

    Classic, Plain, Trades, Consultancy, Creative and Retail.

  • Every plan

    Your look

    Colours, fonts and logo on every invoice.

  • Every plan

    Saved clients and rate card

    Terms and prices you set once.

  • Every plan

    Repeating invoices

    Weekly, monthly, quarterly or yearly.

  • Every plan

    Payment reminders

    Sent for you, with statutory interest for business clients if you choose.

  • Starter and above

    Unlimited invoices

    Three on the free plan, unlimited on Starter.

Free to start; Starter is £4.99 a month and Pro £9.99. Compare plans.

07Built for

Made for the way you work.

  • Trades

    The Trades template, with the jobs you do on a rate card: an EICR or a callout in a tap.

  • Consultants

    Monthly retainers that repeat themselves, with reminders if they are late.

  • Creatives and sellers

    The Creative and Retail templates in your colours, sent from your business name.

08Phone and web

In your pocket, and on your desk.

Raise an invoice on the job and send it before you leave. Check who has paid from anywhere.

An invoice on the TapTax app

Invoicing: questions

Will my client see TapTax?

The invoice and the email lead with your business. The invoice carries a small “Created with TapTax” line, and the email comes from your business name “via TapTax”.

Can it remind clients who pay late?

Yes, if you switch reminders on for an invoice: before the due date, on the day and after it.

How does a paid invoice reach my tax figures?

Through the payment. When your client pays, the payment on your bank statement is the income TapTax counts in your quarter and your estimate. Marking the invoice paid keeps your invoice list straight without counting the money a second time.

How many invoices can I send?

Three on the free plan and unlimited on Starter and Pro.

Can I charge interest on a late invoice?

For business clients, yes: statutory interest at 8% plus the Bank of England base rate, and fixed compensation of £40, £70 or £100 depending on the amount, unless your contract sets other terms. TapTax can add it to your reminders if you choose.

Does every invoice include what the law asks for?

Yes. The number, your details, your client's, what you are charging for and the amounts all come from what you have saved. Add the supply date to the line or the notes.

Start free, file when you are ready.

Connecting to HMRC, keeping records and one quarterly submission are free. No card needed.

Start free

Where these figures come from

The figures and rules on this page come from these published sources.