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InvoiceRush

How it works

Six steps from setup to getting paid

InvoiceRush is designed around a simple workflow. You do not need accounting software experience — just your business details and the work you are billing for.

  1. 1

    Set up your business profile

    Add your trading name, address, contact details, and optional VAT number. These details appear on every document you create.

    Northstar Design Studio

    INV-000128

    Paid

    Bill to

    Harper & Cole Ltd

    18 Queen Square, Bristol, BS1 4ND

    Due 11 Apr 2026

    £4,596.00

    • Brand identity workshop£950.00
    • Website design — marketing site£2,400.00
    • Content and SEO starter pack£480.00
  2. 2

    Add your clients

    Store client names, billing addresses, and contact information so you can reuse them across invoices and quotes.

    CCalder & Finch Consulting
    NNorthbridge Studio Ltd
    HHarbour Lane Co.
  3. 3

    Create a quote or invoice

    Choose a template, add line items with quantities and prices, and set issue and due dates. VAT can be applied where relevant.

    1. Draft
    2. Sent
    3. Accepted
    4. Converted

    Quotation

    QUO-000047

    Valid until 31 Mar 2026

    Accepted
    • Retainer — April creative support£1,200.00
    • Campaign landing page design£660.00
    Accepted by client£1,860.00
  4. 4

    Download or email the document

    Download a PDF on any plan. On paid plans, email documents directly from InvoiceRush with your business details attached.

    Northstar Design Studio

    INV-000128

    Paid

    Bill to

    Harper & Cole Ltd

    18 Queen Square, Bristol, BS1 4ND

    Due 11 Apr 2026

    £4,596.00

    • Brand identity workshop£950.00
    • Website design — marketing site£2,400.00
    • Content and SEO starter pack£480.00
  5. 5

    Track payment status

    Mark documents as sent, due, paid, or overdue. Keep a clear record of what is outstanding without maintaining a separate spreadsheet.

    Workspace overview

    This month

    Invoiced

    £18,420.00

    Marked paid

    £12,840.00

    Outstanding

    £4,596.00

    Overdue

    £984.00

    Invoice activity (demo)

    Sample illustration only — not live account data.

  6. 6

    Convert quotes and manage recurring work

    Turn accepted quotes into invoices in a few clicks. On Pro and Business plans, set up recurring invoices for retainers and repeat billing.

    Recurring schedule

    Monthly retainer — 1st of month
    Quarterly support — every 90 days

What you need before you start

Gather these details once — they appear on every document you create.

  • Your business or trading name and address
  • Bank details or payment instructions to show on invoices
  • Client name and billing address for the first document
  • Line items with descriptions and prices
  • Your VAT registration number, if you are VAT registered (you remain responsible for correct VAT treatment)

Try the workflow yourself

Register free and create your first invoice in minutes.