Payment follow-up

Make invoice follow-up easier

Speak the job into your phone and get an editable invoice draft while the details are fresh. See what is overdue and prepare an editable reminder for you to review and send.

5 documents free. No card required.

New invoice

Try it live.

Tap the mic. Say the job.

Audio isn't saved

Listening. Tap the mic when finished.

Try: “Invoice Sarah £120 labour, £35 parts, plus VAT.”

Useful for UK trade paperwork

Templates Quotes Invoices Payment terms WhatsApp PDFs

Honest by design

You stay in control.

Editable first

SayInvoice prepares a draft. You check every customer, job, price, VAT or CIS setting and term.

Prepared is not sent

Sharing stays yours

SayInvoice opens an external sharing option with the PDF ready. You complete the final send.

Marked sent is not delivery proof

Payment status stays honest

Record an invoice or deposit as paid yourself. SayInvoice does not collect or reconcile payments.

Marked paid is not bank verification

Payment follow-up

Make invoice follow-up easier

Create clear invoice PDFs with due dates and payment terms, then use private overdue alerts and invoice history to see what is unpaid and follow up yourself.

Chase the right invoice, not a customer who already paid

  1. 1. Check the due date and payment status in History. If the customer has paid, update the record first.
  2. 2. Prepare a reminder for the unpaid invoice and review the amount, reference and wording.
  3. 3. Choose how to share the message, check the recipient and complete the send yourself. Private reminders alert you; they do not send the customer a message.

Worth knowing: Opening a sharing app does not prove delivery. Bank reconciliation and payment collection are not performed by the reminder.

Practical example

“Invoice for bathroom repair, labour and materials, total 185 pounds, payment due within 7 days. Please use the invoice number as the payment reference.”

Northfield Services

accounts@northfieldservices.co.uk

INVOICE

SI-0042

Billed To

Harbour Property Services

18 Market Street, Worcester

Labour £150.00
Materials £45.00
Subtotal£195.00
VAT (20%)£39.00
Total Due £234.00

Fictional example. VAT shown for illustration; check the treatment for your work.

Less evening admin

Make invoice follow-up easier

Turn the details into a professional PDF you can check and send from your phone.

  • Your logo, bank details and payment terms attached.
  • Optional deposit and stage-payment wording you choose.
  • WhatsApp or email message prepared for you.

More than invoices

Paperwork, follow-ups and clean records for your accountant.

Keep receipt photos and reviewed costs together. Check VAT and expected CIS figures. When an invoice is overdue, SayInvoice prepares a polite follow-up for you to review and send.

Turn quotes into invoices

Convert accepted work into a separate invoice draft, then check any final changes.

Keep photos, receipts and costs

Review suggested receipt details, link costs to jobs and choose which job photos appear on customer PDFs.

Record payment status and follow up

Mark work sent or paid yourself. Due dates highlight overdue invoices, with private alerts and editable messages for you to send.

Remember customers and sites

Reuse customer details and keep private access notes away from customer PDFs.

See the month clearly

Review invoices, payments, overdue work and practical business insights.

Prepare the accountant pack

Choose a workbook, CSV pack or PDF pack with invoice and checked cost records, matching PDFs and confirmed receipt photos for your accountant to review.

What the pack includes

VAT, expected CIS, deposit, recorded payment, confirmed-cost and attention checks. CSV keeps the workbook sections in separate files. It is prepared for review, not tax filing. CSV packs are available on web/PWA now and in the iPhone update awaiting Apple review.

Choose your export format

Use your own Xero business

Paid members can connect their own Xero organisation on the web or iPhone, choose invoices and checked receipts, then review and export drafts. Optional payment recording needs separate review and confirmation of the amount, date and receiving account. It does not collect money or reconcile your bank. New connections are subject to availability.

How Xero works
✓

You stay in control

Misheard something? Fix it before sharing.

Speak naturally, then review a clean, editable draft. Correct any word or number before you open a sharing option.

Simple pricing

Start with 5 free documents.

No card required. Choose a plan only when you are ready to continue.

Invoice Only

£14.99 / month

For straightforward voice invoicing.

  • Unlimited invoices
  • Remembered customers
  • Photos & Costs
  • Accountant packs
Start with 5 free documents

Most complete

Pro

£18.99 / month

For quotes, invoices and business oversight.

  • Unlimited quotes and invoices
  • Photos & Costs
  • Monthly summaries and business insights
  • Invoice and quote follow-up tools
Start with 5 free documents

Speak the job. Share the PDF. Track what’s owed.

SayInvoice prepares an editable draft for you to check and share yourself. Sent and paid statuses stay your record.

Create your first invoice free

5 documents free · No card required