Welcome to Tradeinvoicer
Everything you need to get started. If something's not covered here, message directly.
Logging in
Go to tradeinvoicer.co.uk and enter your business name and PIN.
Capitals don't matter for the business name.
Install it on your home screen
iPhone: open in Safari → Share → Add to Home Screen
Android: open in Chrome → three dots → Add to Home Screen
Your logo and brand colour
Your logo appears on every invoice and PDF. Your brand colour sets the app header.
PNG works best. If you only have a JPG, that's fine. Need a logo designed — just ask.
The core flow
1. Add a client
Dashboard → Clients → New Client. Enter their name, phone, and address. Only need to do this once — they stay saved.
2. Create an invoice or estimate
Dashboard → New Invoice / Estimate. Choose the type, select the client, add line items, tap Create.
3. Send to the client
Tap WhatsApp or Text — a pre-filled message opens with their invoice link. They tap it, see a professional invoice on their phone. No account needed on their end.
4. Get it signed
On the invoice page, tap Get Signature. Hand your phone to the client — they sign with their finger. Saved against the invoice.
5. Mark it paid
Open the invoice → tap Mark as Paid. It moves to your paid list.
Your saved line items
When you signed up and chose your trade, a set of common items was pre-loaded into your account — things like call out fees, labour rates, and trade-specific items.
Find them when creating an invoice: tap the Saved items dropdown above the line items. Select one to add it instantly, then adjust the quantity or price as needed.
To add your own: fill in a line item on any invoice and tap the save icon next to it. To remove one: tap the x next to it in the dropdown.
Estimates
Create an estimate the same way as an invoice — select Estimate at the top. When the job's confirmed, open it and tap Convert to Invoice. One tap, done.
Deposits
Need a deposit before you start? Select Deposit at the top of the form. Choose 25%, 33%, 50% or set a custom percentage — the app calculates the amount automatically.
CIS deductions (subcontractors)
If you're a subbie working under the Construction Industry Scheme, turn on CIS so your invoices calculate and display the deduction automatically. No manual maths.
Your invoices will show:
Labour: £500.00
CIS deduction (20%): -£100.00
Net payable: £400.00
Working without signal
The app works offline. Just make sure you've opened it at least once while online — over breakfast or in the van before you head to site — so it can sync your data for the day.
If you're then on site with no signal, you can still view your clients and invoices, and create new ones. They save locally and sync automatically when you're back on 4G or Wi-Fi.
PDFs need a connection to generate. Everything else works offline.
Accept card payments
Clients can pay their invoice by card directly from their phone. Money goes straight to your bank account.
Stripe takes ~1.5% + 20p per payment — deducted from the payment, not charged separately.
Year-end / Tax
Dashboard → scroll down → Download CSV or Email CSV.
Every paid invoice: date, client, invoice number, total. Forward it to your accountant — that's the conversation done.
Forgot your PIN?
Login page → Forgot PIN? Enter your business name. A temporary PIN is emailed to your registered address — expires in 15 minutes.
Quick reference
Need help?
Message directly — WhatsApp or call. No ticket system, no waiting.