Business admin, sorted.

No account needed for your first three invoices per month. Go to Invoice / New, fill in your business and client details, add your line items (toggle VAT per line), then download the PDF. Once you have an account you can save the invoice, mark it sent, and track when it's paid — all from your dashboard.

Yes — this is the recommended flow for project work where the client needs to approve a price before you bill them. Create a quote on the Starter plan, send it to your client, and once they accept you can convert it to an invoice in one click. The invoice inherits all the quote's line items, client details, and VAT settings. The original quote is preserved and linked from the invoice for your records.

Go to Expense Tracker in your dashboard (Starter plan). Enter the description, amount, category, and date for each expense. If the expense includes VAT — for example a supplier invoice — tick 'VAT claimable' and the tool will track the input VAT for you automatically.

The VAT Return Summary gives you a VAT201-style breakdown for each bi-monthly SARS period. It shows your output tax (VAT charged on invoices issued), your input tax (VAT on claimable expenses), and the net amount payable to SARS or refundable to you. It is a reference tool — you still submit your official VAT201 return via SARS eFiling.

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