Taxwise invoicing lets you raise multi-line invoices with discounts, tax and automatic totals. Lines auto-fill from your service catalog, invoices download as branded PDFs, and smart draft and sent states make sure a draft never reaches a client by mistake.
The challenges
- Invoices typed by hand in Word or Excel with arithmetic mistakes.
- Prices and service names retyped for every client.
- Drafts shared with clients before they are final.
- Invoices that never reach the accounts.
Example workflow
- Pick the client and add lines from your service catalog.
- Apply discounts and tax; totals are calculated for you.
- Save as a draft, review it, then mark it sent.
- Download the branded PDF or share it with the client; accounting posts automatically.
How Taxwise helps
Multi-line invoices
Add as many lines as you need with discounts, tax and auto totals.
Catalog auto-fill
Service names and prices come from your catalog, so every invoice is consistent.
Branded PDFs
Download professional invoices with your own name, logo and colours.
Draft and sent states
Drafts stay internal until you mark them sent.
Start using Taxwise
Start your trial and run your firm’s lifecycle end-to-end on Taxwise — from sale to ledger.
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