Create the invoice
Start from a ready job or accepted quote. Joqiva controls invoice numbers, prepares dates, handles totals and supports VAT amounts where applicable.
INVOICING
Create UK invoices for UK service businesses
Joqiva helps UK service businesses create UK invoices, share customer invoice pages, show clear bank-transfer instructions and track reported payments without Joqiva handling customer invoice funds.
WORKFLOW SUMMARY
Invoice workflow
UK invoice fields
Customer invoice pages
Bank-transfer instructions
"I've paid" customer action
Owner payment confirmation
Overdue tracking and reminders
WORKFLOW
From accepted quote to confirmed payment
The page follows the real invoice path: ready work, invoice creation, customer payment instructions, customer report, owner confirmation and overdue follow-up.
- 1Accepted quote or completed job is ready to bill
- 2Create an invoice manually after an accepted quote
- 3Or let Joqiva create it when the workspace auto-invoice policy is enabled
- 4Joqiva prepares invoice number, dates, totals and VAT handling
- 5Customer opens a customer invoice page
- 6Bank-transfer details show how to pay your business directly
- 7Customer clicks "I've paid" after making the bank transfer
- 8Owner checks the bank account and confirms the payment
- 9Invoice moves to Paid once the owner confirms
- 10Unpaid invoices remain visible and can move into overdue follow-up
HOW IT HELPS
Create the invoice, share the page, track the status
Joqiva turns invoice admin into a visible customer payment workflow, not just a document generator.
Share the customer page
Send a customer-safe invoice page with the amount due, due date, current status, PDF download and bank-transfer instructions.
Track what happens next
Customers can report "I've paid", owners confirm after checking the bank, and unpaid invoices stay visible for overdue follow-up.
Example UK invoice
Invoice #INV-1042
From:
ACME Cooling Ltd
To:
John Smith
14 King Street, Manchester
Description:
Air conditioning installation
Supply date:15 May 2026
Invoice date:15 May 2026
Payment due:22 May 2026
Subtotal:£1,041.67
VAT:£208.33
Total:£1,250.00
EXAMPLE
Example UK invoice
Joqiva keeps invoice data structured, while the PDF is generated as a downloadable document for the customer.
Invoice summary
Invoice INV-1042
John Smith
£1,250
Due 22 May 2026
Status: Awaiting payment
Payment instructions
Account name: ACME Cooling Ltd
Sort code: 12-34-56
Account number: 12345678
Reference: INV-1042
Payment report
John Smith reported payment
Confirm payment
Not received yet
UK INVOICE FIELDS
What a UK invoice includes
Helps include the fields expected on a UK invoice.
Unique invoice number
Company name, address and contact details
Customer name or company details and address
Description of work
Supply date
Invoice date
Payment due date
Amount charged
VAT amount, where applicable
Total amount owed
Bank-transfer payment instructions
CUSTOMER PAGE
Customer invoice page
Customers open a secure invoice page without creating an account.
The customer invoice page is customer-safe and does not expose internal notes, workspace IDs, margins, cost data or audit logs.
Customer view
Invoice INV-1042
Invoice number
Amount due
Due date
Current status
Payment instructions
Copy payment details
"I've paid" button
Download PDF invoice
Copy detailsI've paidDownload PDF
BANK TRANSFER
Bank-transfer payment instructions
Your customers pay directly into your business bank account. Joqiva shows the account name, sort code, account number, payment reference, amount due and due date on the invoice page.
Payment instructions
- Account name:
- ACME Cooling Ltd
- Sort code:
- 12-34-56
- Account number:
- 12345678
- Reference:
- INV-1042
- Amount due:
- £1,250
- Due date:
- 22 May 2026
Joqiva does not touch your money.
The customer uses your bank details and pays your business directly. Joqiva records invoice status and payment reports so you can keep track.
PAYMENT REPORT
Customer reports payment, owner confirms it
When a customer clicks "I've paid", the invoice is not automatically marked as paid. Joqiva records a payment report, and the workspace owner confirms whether the payment was received.
Customer action
Customer clicked: I've paid
Confirm paymentNot received yet
"Payment reported" means the customer says they have paid. "Paid" means the workspace owner has confirmed the payment.
STATUS
Invoice statuses
Statuses keep the invoice lifecycle clear for the owner, the team and the customer-facing invoice page.
DraftReady to sendSentAwaiting paymentPayment reportedPaidOverdueCancelled
"Payment reported" means the customer says they have paid. "Paid" means the workspace owner has confirmed the payment.
OVERDUE
Stay on top of overdue invoices
Joqiva helps you see which invoices are awaiting payment and which are overdue, so you know who needs a reminder.
Starter
Basic overdue list and manual reminders.
Pro / Team
Automatic overdue reminders and reminder history.
TRUST
Clear invoicing boundaries
The invoice workflow is designed around bank-transfer tracking and clear customer boundaries.
Customers pay directly into your bank account.
Joqiva does not hold, receive, move or process customer invoice funds.
Customer invoice payments are bank transfers made outside Joqiva.
Joqiva is not a payment intermediary.
Joqiva is not a full accounting system.
PDF is a document representation; structured invoice data remains the source of truth.
PLANS
Available on every paid plan
UK invoices, customer invoice pages, bank-transfer instructions, copy payment details, "I've paid", owner payment confirmation, basic payment tracking and manual reminders are available on Starter, Pro and Team.
Automatic overdue reminders are available on Pro and Team.
Starter keeps the core invoice and manual follow-up workflow available. Pro and Team add automatic reminder support for overdue invoices.
StarterProTeam
Related pages and resources
Use these pages to see how invoicing connects to quote acceptance, bank-transfer tracking, reminders and UK invoice fields.
Quotes
Create quotes and connect accepted work to the invoice workflow.
Explore quote softwareBank-transfer payment tracking
Track customer-reported transfers while customers pay your bank account.
Explore bank-transfer payment trackingPayment reminders
Follow up unpaid and overdue invoices with careful reminder workflows.
Explore payment reminder workflowsUK invoice checklist
Review the fields expected on a UK invoice before sending.
Open the UK invoice checklistInvoice payment terms
Choose clear due dates, bank-transfer references and reminder wording.
Learn about UK invoice payment termsSpreadsheet vs invoice software
Compare manual spreadsheet tracking with connected job, quote and invoice workflows.
Spreadsheet invoice tracking vs invoice softwareAccounting vs invoice workflow software
Compare accounting records with the day-to-day workflow around jobs, quotes, invoices and follow-up.
Accounting software vs invoice workflow softwareBank transfer vs card payments
Compare direct bank-transfer tracking with card payment processing for invoice workflows.
Bank transfer vs card payment processing for invoicesExample UK invoice
See a customer-safe UK invoice example with bank-transfer details.
View an example UK invoice with bank-transfer detailsReady to see the invoice flow?
Create the invoice, show the customer exactly how to pay by bank transfer, record payment reports and confirm the payment yourself.