Sites
Pick a site to scope the portal, or work across all of them
Outstanding
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Invoices
Create and manage your invoices
Outstanding
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New invoice
1 · Who and where
2 · Dates and terms
3 · Line items
| Description | Type | Qty | Rate (£) | VAT % | Amount (net) |
|---|
4 · Currency
VAT is £0 on this invoice; the customer accounts for
it. Tax-sensitive — confirm with your accountant
before using. Not applied automatically anywhere.
5 · Bank and notes
6 · Internal — not on the invoice
Labour cost for Profit per job. Does not appear on printed invoices, PDFs, or emails.
Leave labour cost blank to use man-days × rate, or type a
figure (e.g. 14500) to set the cost by hand.
Retention held
Money already earned that the contractor is still holding
Total held
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—
Client
All sites
Total held
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across 0 invoices
Share of your profit
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earned, not yet in the bank
Come back so far
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received so far
Oldest holding
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—
Retention
Released as
Balance after completion
Practical completion
Applies to
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Still to come back
Release
Held for
Release date
Status
Amount
Retention by invoice
Invoice
Retention
Subcontractors P&L
Track what you pay each subcontractor
Still to pay
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Labour cost logged
£0.00
0 man days ·
0 subcontractors
Paid to date
£0.00
Nothing logged yet
All settled
Still to pay
£0.00
No subcontractors.
Add a subcontractor to start tracking what you pay them.
Cost by job
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| Site | Days | Cost (£) | Paid (£) | Outstanding (£) | Subs |
|---|---|---|---|---|---|
| No job data — pick a site when adding a record. | |||||
Subcontractor profit by invoice
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| Invoice | Subcontractor | Site | Days | Labour cost (£) | Paid to sub (£) | Their profit (£) |
|---|---|---|---|---|---|---|
| No records yet. | ||||||
Subcontractor detail
Profit per job
Net profit
—
—
Where the money went
Invoiced
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With labour cost
Avg per invoice
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Net profit
Best / worst margin
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Floor 8%
Jobs in invoice order
No invoices yet
Add man-days or a labour cost on an invoice to see profit here.