Build clean, branded invoices and quotes with line items, VAT and totals calculated automatically. Preview live, save them for your records, and print or send as a PDF. No spreadsheets, no faff.
Most small businesses cobble invoices together in Word or Excel, manually adding VAT and hoping the totals are right. It looks unprofessional, it's error-prone, and chasing which invoice is which becomes a nightmare.
ClientRoots's Invoice & Quote Generator does the maths for you, keeps a tidy record of everything you've sent, and produces a clean document you'll be proud to put your name on.
Designed for UK sole traders, freelancers and small teams who'd rather be doing the work than the paperwork.
Add your line items and ClientRoots calculates the subtotal, VAT at any rate, and grand total instantly. No formulas, no mistakes.
Switch between an invoice and a quote with one click. Send a quote to win the work, then convert it to an invoice when the job's done. Starter+
Every invoice and quote is saved to your account so you always know what you've sent, to whom, and for how much. Starter+
One click to print or save as a PDF using your browser. Send it by email or hand it over in person, professionally formatted every time.
Sequential invoice and quote numbers are generated automatically so your records stay tidy and HMRC-friendly. Business+
Turn a won lead from your Lead Organiser straight into a quote, then an invoice - no re-typing customer details. Business+
Fill in the details on the left and watch your document build live on the right. Save it or print it when you're done.
The generator includes the core elements HMRC expects on an invoice: your business name, the client, a unique invoice number, the date, a clear description of goods or services, and a VAT breakdown where applicable. If you're VAT registered, add your VAT number in the address field. Always check your specific obligations with an accountant.
Yes. Every invoice and quote you save is stored against your account so you can see your history at a glance. Free accounts keep up to 3 saved documents; paid plans store far more.
Click "Print / PDF" and choose "Save as PDF" as the destination in your browser's print dialog. You'll get a clean, single-page PDF of just the invoice, ready to email to your client.
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