Effortlessly Create Invoices with the Pie Tax App
Creating and managing invoices is an essential aspect of running any business, especially when it comes to keeping accurate records for your self-assessment. The Pie Tax App is designed to simplify this process, allowing you to create professional invoices quickly and easily. Whether you're self-employed or managing a small business, the app provides a seamless invoicing solution to ensure you stay organised and compliant with HMRC guidelines.
With the Pie Tax App, you can generate invoices on the go, saving you time and reducing the hassle of manual record-keeping. The user-friendly interface makes it easy to input all necessary details, such as client information, services rendered, and payment terms. Once created, invoices can be sent directly to clients from within the app, ensuring a smooth and efficient process.
Straightforward Process for Invoicing
Follow these steps to create and manage your invoices:
Troubleshooting Invoice Issues
Sometimes, issues can arise during the process. Here are some common problems and solutions:
Ensure client details are saved correctly, select the correct name, and restart the app if needed.Client Details Not Auto-Filling
Verify item entries, VAT/CIS rates, and manually check totals; contact support if problems persist.Calculation Discrepancies
Confirm bank details, choose supported payment options, and update the app or contact support for help.Invoice Payment Options
Frequently Asked Questions
How do I create an invoice using the Pie Tax App?
Navigate to 'Invoice Maker', select 'Create an invoice', enter the necessary details like invoice number, date, client information, and item descriptions, then tap 'Create invoice' or 'Save draft'.
How can I add a new client to my invoice?
While creating an invoice, click 'Add new client', enter the client's details including name, postcode, address, city, and email, then tap 'Save' to store this information for future use.
Can I apply VAT or CIS to my invoices in the Pie Tax App?
Yes, you can apply VAT (No VAT, 20%) or CIS (No CIS, 20%, 30%) when adding items or services to your invoice by selecting the appropriate option.
How do I track the status of my invoices in the Pie Tax App?
You can track the status of your invoices on the 'Total Invoices' page, where you can see overdue, awaiting payment, and paid invoices, along with both total and monthly payments.
What should I do if my client's details are not auto-filling in the invoice?
Ensure the client's details are saved correctly, select the correct name, and if the problem persists, restart the app or contact support for assistance.
