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Mint Book Features
Pricing
Getting Started
Sole Traders
Comparison
About
Help Centre

Mint Book Features
Pricing
Getting Started
Sole Traders
Comparison
About
Help Centre

Help Centre

Help Centre

How Can We Help You?

Find step-by-step guides, tutorials, and answers to common questions about Mint Books.

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🚀

Getting Started

Creating your account›Your first 5 minutes›Choosing your business type›Simple Mode vs Advanced Mode›

🗎

Invoicing

Creating and sending invoices›Invoice statuses explained›Recording payments and batch sending›Credit notes›CIS invoices and VAT reverse charge›Recurring invoices›Invoice customisation and templates›

📝

Quotes and Estimates

Creating and sending quotes›Client acceptance and digital signatures›Converting a quote to an invoice›

💳

Expenses and Receipts

Recording expenses manually›AI receipt scanner›Expense categories and tax codes›Mileage tracking›

🌎

VAT and Tax

Filing VAT returns to HMRC›Making Tax Digital (MTD) explained›Self Assessment and ITSA›Tax summary and deadlines›

👥

Clients and Projects

Managing clients and contacts›Client statements›Projects and budgets›Time tracking and invoicing time›

📊

Reports

Profit and Loss report›Balance Sheet and Cash Flow›Aged Debtors and Creditors›All available reports›

⚙

Settings and Account

Business profile and details›Team members and roles›Stripe and online payments›Accountant access›Subscription plans and billing›Data export and backup›

💼

Accountant Access

How to invite your accountant›Quick-View link (no sign-in needed)›For accountants: accepting the invite›What accountants can and cannot do›Switching between clients›

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Troubleshooting

I cannot connect to HMRC›Invoice shows as overdue but is paid›My VAT figures do not look right›Importing data from another tool›

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