Invoices

Invoices are the core of Sorted. Create them by voice in seconds, add line items and extras, share via WhatsApp with your bank details, and track whether you've been paid.

Creating an invoice

By voice

1. Go to the Invoices tab and tap +
2. Tap the microphone icon
3. Describe the job — for example: "Invoice for Dave, 15 Oak Lane, fitted a new combi boiler and radiators, parts and labour, two thousand four hundred pounds"
4. Sorted transcribes your voice and parses details into the invoice fields
5. Review and edit, then save

Manually

1. Go to the Invoices tab and tap +
2. Skip the voice recording
3. Fill in the fields manually

You can also use the "Say it" mic button on individual fields — see Voice Input.

Invoice fields

Price breakdown

The invoice detail shows:

• Price — the base amount (sum of line items)
• Extras Total — sum of all extras
• Discount — discount amount deducted
• VAT — tax calculated on the net amount (when VAT is on)
• Total — final amount including everything

Adding extras

Extras let you add additional charges to an invoice:

1. Scroll to the Extras section
2. Tap Add Extra — this opens the voice recording screen
3. Describe the extra — e.g. "Call-out fee, fifty pounds"
4. Sorted parses the description and amount
5. The extra appears as a separate line in the Extras section and on the PDF

You can also use the "Say it" mic button directly on an extra's amount field to dictate the price.

Adding line items

Line items break down the main work into itemised rows:

1. Each item has a description and amount
2. Items are created when Sorted parses your initial voice recording
3. You can edit item descriptions and amounts directly on the invoice

Contact card

Tap the contact icon next to the client name to save or update the customer in your iPhone's address book. This stores the current address, email, and phone from the invoice.

Sending an invoice

From the invoice detail, tap Share to:

• Send via WhatsApp — opens WhatsApp with a pre-filled message containing the PDF link, your customisable template text, and your bank transfer details (sort code and account number from Settings)
• Send via email — opens your email with the PDF attached and details pre-filled
• Share sheet — use any iOS sharing option

WhatsApp message

When sending via WhatsApp, the message includes your customisable template text plus your bank details:

Hi Dave, thank you for your business. You can view your invoice (INV-001) here: [PDF link]

If you'd like to settle up via bank transfer, my details are: Bank: Barclays Account Name: John Smith Sort Code: 12-34-56 Account No: 12345678

You can customise the message template in Settings → Invoices → WhatsApp Sharing.

Tracking payment

Marking as paid

Toggle the Paid switch on the invoice to mark it as paid. The status badge changes to SORTED (green).

Accounting integration status

If you've sent an invoice to Xero, QuickBooks, or FreeAgent, an Integration section appears on the invoice showing:

• The integration logo and View in [Integration]
• Status: Paid, Outstanding (with amount due), or Voided/Deleted
• Tap to open the invoice in the accounting app or browser

When you mark an invoice as paid in your accounting software, opening it in Sorted automatically updates the status (checked every 15 minutes).

See Integrations for full details.

Invoice settings

Go to Settings → Invoices to customise:

Filtering invoices

The Invoices tab shows filter chips at the top:

• All — every invoice
• Draft — not yet sent
• Sent — shared with the customer
• Paid — marked as paid (shows as SORTED)
• Overdue — past the payment due date