For sole traders
Keep sole trader receipts, invoices, and cashflow in one clear workflow
A simple finance workspace for sole traders who need to capture work expenses, invoice customers, see overdue balances, and hand cleaner records to their bookkeeper without stitching together spreadsheets and folders.
The everyday bottleneck
The work is simple. Keeping it together is not.
The problem is rarely one missing document. It is the time spent rebuilding the story after work is done, a payment is late, or your bookkeeper needs answers.
Supplier receipts live in email, downloads, phone photos, and the ute or workshop
Quotes are recreated and customer billing is followed up from memory
A customer can be overdue before the balance is visible in the next cashflow check
Your bookkeeper receives files late, without the source evidence that explains them
What changes
One workspace, fewer loose ends
- Forward, upload, or photograph supplier receipts while the job is still fresh
- Reuse a similar quote, send the invoice, and keep the customer balance attached to the same workflow
- Review due, overdue, and partial balances from Receivables; use WhatsApp `/check` when you want a fresh overdue sweep
- Export expense evidence and sales summaries with clearer source context for your accountant or GST/BAS review
A practical walkthrough
- 1Capture a supplier receipt from email, upload, or a phone photo as the expense happens.
- 2Create or clone a quote for the next job, then convert an accepted quote into an invoice.
- 3Use Receivables to check what is due, record a full or partial payment, and approve the right customer reminder.
- 4Export source-linked expense evidence and sales summaries when your bookkeeper or BAS/GST review needs them.
- Tax Evidence & Expenses
- Quotes, Invoices & Receivables
- Business Operations Bundle if staff workflows are needed
Which InvoSmart Tax modules should a sole trader start with?
Most sole traders start with Tax Evidence & Expenses for supplier receipts and Sales Invoice for quotes, invoices, customer balances, and receivables. Add Payroll or Timesheets only when staff workflows become relevant.
Can I check overdue invoices without waiting for the scheduled reminder?
Yes. In Sales Invoice, the owner can send `/check` through the configured WhatsApp workflow to request a fresh overdue or due-soon review, then approve customer reminders where applicable.
Does InvoSmart Tax replace my accountant or BAS/GST advice?
No. It keeps the underlying receipt evidence, invoices, payments, and summaries organised so your accountant or bookkeeper has cleaner records to review.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.