Invoicing

Creating Invoices#

Navigate to Income → Invoices and click New Invoice:

Client details - name, email, address
Line items - description, quantity, unit price
VAT rate - standard (20%), reduced (5%), or zero-rated
Payment terms - net 14, net 30, or custom
Notes - special instructions

Status Tracking#

Status	Meaning	Colour
Draft	Not yet sent	Grey
Sent	Delivered to client	Blue
Viewed	Client opened	Amber
Paid	Payment received	Green
Overdue	Past due date	Red

PDF Generation#

TaxMTD generates professional PDF invoices with your business details, line items, totals, and payment instructions. Download or email directly to clients.

VAT Support#

Scheme	Description
Standard	Input/output VAT at 20%
Reduced	5% for eligible services
Zero-rated	0% for qualifying goods
Flat Rate	Simplified percentage scheme

API#

// List invoices
const invoices = await $fetch('https://taxmtd.uk/api/invoices')

// Create invoice
const invoice = await $fetch('https://taxmtd.uk/api/invoices', {
  method: 'POST',
  body: {
    clientName: 'Acme Ltd',
    clientEmail: 'billing@acme.com',
    items: [
      { description: 'Web Development', quantity: 40, unitPrice: 75 },
      { description: 'Hosting (annual)', quantity: 1, unitPrice: 120 }
    ],
    vatRate: 20,
    dueDate: '2026-04-15',
    notes: 'Payment via bank transfer'
  }
})

// Get PDF
const pdf = await $fetch(`https://taxmtd.uk/api/invoices/${invoice.id}/pdf`)

Importing Invoices#

Already have invoices in another platform? TaxMTD can import them from FreeAgent, Stripe, Shopify, WooCommerce, Xero, QuickBooks, Sage, and more - with line items, VAT, and payment status preserved.

See Migrating from Other Platforms for details.