Steps
Open the navigation menu
Tap the icon ( ☰ ) in the top right.
Tap 'Invoices'
This will take you to your list of invoices.
Open the actions menu
Tap the floating button ( ⋮ ) in the bottom right corner.
Tap 'Setup invoices'
If you see 'Create invoice' instead, setup has already been completed.
Setup invoices
Are you VAT registered?
Enable this option if you are.
• Add your VAT numberDo you want to show bank details on invoices?
Enable this option if you do.
• Add the name on account
• Add your sort code
• Add your account number
Review details
Double-check everything and confirm.Setup completed
Tap 'Done' and you're ready to create your first invoice.
Tips
Bank details are verified using official UK banking records.
You can update VAT status and bank info at any time from Settings.
Showing bank details on invoices allows customers to pay by bank transfer.