From a job well done to paperwork in order.
Agree a quote, send the invoice, then keep on top of bills and payments. NumWise is invoicing software that keeps the records behind every figure.
7-day free trial. No card needed.
Invoices, receipts, payments and reports sit in one place. Choose a screen to see how your business would look in NumWise.
Find each invoice, its due date and its status. Open the record when you need the details.
Your sales documents and what customers still owe.
Before the work begins
Send a clear quote with the work, price and a valid-until date. Your customer can accept or decline online, without creating an account.
When you are ready, turn the quote into a draft invoice. The customer, line items and agreed discount carry across for you to check.
Quotes are included on every plan. Invoices you create count towards your plan’s invoice limit; on Lite, quotes do too.
Compare what is includedPrepared for Harbour Workshop
The customer’s decision is recorded against the quote.
The invoice lists the agreed work and shows what is left to pay. Its history records each step, from issuing it to the final payment.
Byrne Electrical
Invoice INV-0042
The details of getting paid
Take a percentage or a fixed amount off the invoice. Your customer sees the discount and the final total.
Every planRecord a deposit or part payment, then see the balance still due. Each payment stays with its invoice.
Every planIssue a credit note against the original invoice. Both documents stay in the record.
Every planSet up repeat invoices for regular work, with the schedule and invoice details kept together.
Business & ProfessionalUse payment reminders to follow up outstanding invoices, with the amount owed visible in NumWise.
Business & ProfessionalInvoice in euro, sterling, US dollars, Polish zloty or Swiss francs. NumWise keeps the euro value for your records.
Every planAdd a photo or PDF of the receipt, check what was read from it, and keep the document with the cost. Mark the business share of a phone or a van you also use privately, and whether the VAT can be reclaimed.
A receipt becomes a checked cost
Saved as a cost: €104.00, Repairs & Maintenance
Costs from the last four weeks, as they appear in Expenses
Every cost has one of the standard categories, each marked as tax deductible or not. What you can claim is for you and your accountant to decide.
The other side of the working day
Send a supplier’s PDF or photo to your workspace’s own email address. Open it in the expense inbox, check the suggested details and create the expense with its document attached.
Save a bill as “To pay” with its due date. See overdue bills together, then mark each one paid with the date you paid it.
Both are included on every plan, with unlimited expenses. Document-reading limits apply.
See the allowancesImport the statement file from online banking, then match money in and out to your invoices and costs.
A payment from your statement is matched to its invoice
Left to pay€0.00
Customers & suppliers
Keep contact details with the records that belong to them. Find a customer’s invoices and balance, or a supplier’s costs, without searching through separate files.
Each invoice keeps its payments and remaining balance together.
A period goes to your accountant
Every report names its dates and its basis, with the full explanation one click away.
On Business (up to 3 people) and Professional (up to 10), invite your accountant or bookkeeper by email. On Lite and Starter, which are for one person, send them the exports.
| Task | Owner | Admin | Accountant or bookkeeper |
|---|---|---|---|
| See invoices, costs, transactions and reports | Yes | Yes | Yes |
| Create and change invoices, costs and statement imports | Yes | Yes | Yes |
| Change settings and invite people | Yes | Yes | No |
| Manage the plan and billing | Yes | Yes | No |
You can create your first invoice without importing your full history.
Start the 7-day Starter trial with your email. No card or setup call needed.
Enter your business name, address and VAT registration status. These carry through to your invoices.
Add a customer and the work you did. Save a draft, check it and issue it when you are ready.
7-day free trial, no card needed. If you leave, you can export your records.