Help Centre

Invoicing

Create, send, and manage professional invoices. Get paid faster.

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Creating an Invoice

An invoice is a bill you send to someone for work you have done.

1Click New Invoice on the Dashboard or from the Invoices page

2Pick the client you are billing (or add a new one right there)

3Add line items – describe what you did and how much it costs. You can add multiple items

4Each line item has a description, quantity, unit price, and tax rate

5Check the total at the bottom

6Click Create Invoice

Sending an Invoice

When you click Send, your client receives an email containing:

✓Your company logo and details

✓The invoice summary (number, date, amount due)

✓A View Invoice link to see the invoice online

✓Your bank details for payment

Tip: You can also copy the share link and send it via text, WhatsApp, or however you prefer.

Invoice Statuses

Draft

Not yet sent. Can be freely edited.

Sent

Emailed to the client.

Viewed

Client has opened the link.

Paid

Full payment received.

Overdue

Due date passed without payment.

Void

Invoice has been cancelled.

Recording Payments

Open the invoice, click Record Payment, enter the amount received and the date. The invoice status updates automatically to Paid or Partially Paid.

If you have Stripe connected, payments from the Pay Now button are recorded automatically.

Batch Sending: Tick multiple invoices on the list page and click Send to send them all at once.

Quick Mark Paid: Mark invoices as paid directly from the invoice list without opening them.

Credit Notes

To issue a credit note, open the invoice and click Create Credit Note. Enter the credit amount and reason.

The credit note gets its own number (CN-001, CN-002, etc.) and is linked to the original invoice, adjusting the outstanding balance.

CIS Invoices

For construction industry invoices, enable CIS in Settings. When creating an invoice:

1Enter the labour and materials amounts separately

2CIS deduction is calculated automatically (20% registered or 30% unregistered)

3Net payment amount is shown clearly on the invoice

VAT Reverse Charge: For construction services subject to the domestic reverse charge, enable it in Settings and mark individual invoices as reverse charge. The invoice shows “VAT Reverse Charge applies” and VAT is not charged to the client.

Recurring Invoices

If you invoice the same client for the same amount regularly – like a monthly contract – set up a recurring invoice.

1Go to Recurring in the sidebar

2Click New Schedule

3Choose the client, amounts, and frequency (daily, weekly, monthly, quarterly, annually)

4Set start and optional end dates

5Mint Books automatically creates a new invoice each time it is due

You can choose whether invoices are auto-sent or saved as drafts for review. Pause and resume schedules at any time.

Essential plan: Up to 5 recurring schedules. Pro plan: Unlimited.

Invoice Customisation

In Settings, you can customise your invoices to match your brand:

Invoice prefix – e.g. INV-, MB-

Templates – choose from different styles

Brand colours – set your colour scheme

Company logo – upload your logo

Payment terms – set default terms

Invoice notes – default footer text

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