---
title: Invoices & Payments | Accounting Service
description: How to invoice, get paid and claim expenses. 
---

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1. [Accounting Service](https://help.1stformations.co.uk/accounting-service)
2. [Invoices & Payments](https://help.1stformations.co.uk/accounting-service/invoices-payments)

# Invoices & Payments

 How to invoice, get paid and claim expenses. 

## Creating Invoices and Getting Paid

- [What a compliant invoice must include](https://help.1stformations.co.uk/accounting-service/what-a-compliant-invoice-must-include)
- [Setting payment terms and chasing late payments](https://help.1stformations.co.uk/accounting-service/setting-payment-terms-and-chasing-late-payments)
- [Accepting payments: bank transfer, Stripe, and GoCardless](https://help.1stformations.co.uk/accounting-service/accepting-payments-bank-transfer-stripe-and-gocardless)
- [Recording a customer refund or credit note](https://help.1stformations.co.uk/accounting-service/recording-a-customer-refund-or-credit-note)
- [Expense claims: recording costs paid personally](https://help.1stformations.co.uk/accounting-service/expense-claims-recording-costs-paid-personally)

## Invoice Numbering and Record Keeping

- [How invoice numbering works](https://help.1stformations.co.uk/accounting-service/how-invoice-numbering-works)
- [How long to keep your records](https://help.1stformations.co.uk/accounting-service/how-long-to-keep-your-records)
- [Sending invoices and confirming delivery](https://help.1stformations.co.uk/accounting-service/sending-invoices-and-confirming-delivery)
- [Using Xero for expense management](https://help.1stformations.co.uk/accounting-service/using-xero-for-expense-management)
- [Handling refunds and credit notes](https://help.1stformations.co.uk/accounting-service/handling-refunds-and-credit-notes)

- [Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan#main-content)

    - [Understanding Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan#understanding-your-plan)
    - [Compliance Included in Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan#compliance-included-in-your-plan)
    - [Your Xero Plan](https://help.1stformations.co.uk/accounting-service/your-plan#your-xero-plan)
    - [Add-ons Explained](https://help.1stformations.co.uk/accounting-service/your-plan#add-ons-explained)
- [Working with Us](https://help.1stformations.co.uk/accounting-service/working-with-us#main-content)

    - [How to Contact Us](https://help.1stformations.co.uk/accounting-service/working-with-us#how-to-contact-us)
    - [Your Accountant and Support Team](https://help.1stformations.co.uk/accounting-service/working-with-us#your-accountant-and-support-team)
    - [Keeping Your Details Up to Date](https://help.1stformations.co.uk/accounting-service/working-with-us#keeping-your-details-up-to-date)
- [New Company Essentials](https://help.1stformations.co.uk/accounting-service/new-company-essentials#main-content)

    - [Getting Started](https://help.1stformations.co.uk/accounting-service/new-company-essentials#getting-started)
    - [Before and Beyond Trading](https://help.1stformations.co.uk/accounting-service/new-company-essentials#before-and-beyond-trading)
- [What You Can and Can't Claim](https://help.1stformations.co.uk/accounting-service/what-you-can-and-cant-claim#main-content)

    - [Benefits, Perks, and Grey Areas](https://help.1stformations.co.uk/accounting-service/what-you-can-and-cant-claim#benefits-perks-and-grey-areas)
    - [Mileage, Travel and Subsistence](https://help.1stformations.co.uk/accounting-service/what-you-can-and-cant-claim#mileage-travel-and-subsistence)
- [Xero Training and Analytics](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics#main-content)

    - [Weekly Xero Training Sessions](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics#weekly-xero-training-sessions)
    - [Xero Health Checks](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics#xero-health-checks)
    - [Syft Analytics](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics#syft-analytics)
- [Tax Reviews and Webinars](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars#main-content)

    - [Annual Tax Efficiency Review](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars#annual-tax-efficiency-review)
    - [Quarterly Business Performance Review](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars#quarterly-business-performance-review)
    - [Topical Webinars](https://help.1stformations.co.uk/accounting-service/tax-reviews-and-webinars#topical-webinars)
- [Bookkeeping Basics](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics#main-content)

    - [Day-to-Day Bookkeeping Workflow](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics#day-to-day-bookkeeping-workflow)
    - [Bank Reconciliation](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics#bank-reconciliation)
    - [Recording Sales and Purchases](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics#recording-sales-and-purchases)
    - [Managing Receipts and Best Practice](https://help.1stformations.co.uk/accounting-service/bookkeeping-basics#managing-receipts-and-best-practice)
- [VAT Registration and Submissions](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions#main-content)

    - [Do I Need to Register for VAT](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions#do-i-need-to-register-for-vat)
    - [Submitting VAT Returns](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions#submitting-vat-returns)
    - [VAT on Sales and Purchases](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions#vat-on-sales-and-purchases)
    - [VAT Payments and Schemes](https://help.1stformations.co.uk/accounting-service/vat-registration-and-submissions#vat-payments-and-schemes)
- [Paying Yourself and Employees](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees#main-content)

    - [Paying Directors: Salary vs Dividends](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees#paying-directors-salary-vs-dividends)
    - [Your Payslip and National Insurance](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees#your-payslip-and-national-insurance)
    - [Dividends: Legal Process](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees#dividends-legal-process)
    - [Payroll Essentials for New Directors](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees#payroll-essentials-for-new-directors)
    - [Hiring and Employment Status](https://help.1stformations.co.uk/accounting-service/paying-yourself-and-employees#hiring-and-employment-status)
- [Corporation Tax and Year-End](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end#main-content)

    - [Corporation Tax Fundamentals](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end#corporation-tax-fundamentals)
    - [Allowable Expenses and Year-End Planning](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end#allowable-expenses-and-year-end-planning)
    - [PAYE and Payroll Basics](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end#paye-and-payroll-basics)
    - [Director's Loan and HMRC Communications](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end#directors-loan-and-hmrc-communications)
    - [Losses, Rates and Reliefs](https://help.1stformations.co.uk/accounting-service/corporation-tax-and-year-end#losses-rates-and-reliefs)
- [Invoices & Payments](https://help.1stformations.co.uk/accounting-service/invoices-payments#main-content)

    - [Creating Invoices and Getting Paid](https://help.1stformations.co.uk/accounting-service/invoices-payments#creating-invoices-and-getting-paid)
    - [Invoice Numbering and Record Keeping](https://help.1stformations.co.uk/accounting-service/invoices-payments#invoice-numbering-and-record-keeping)
- [Personal Tax for Directors](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors#main-content)

    - [Drawing Money from Your Company](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors#drawing-money-from-your-company)
    - [Self Assessment Practical Guide](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors#self-assessment-practical-guide)
    - [National Insurance and Benefits](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors#national-insurance-and-benefits)
    - [Household Finances](https://help.1stformations.co.uk/accounting-service/personal-tax-for-directors#household-finances)
- [Using Xero](https://help.1stformations.co.uk/accounting-service/using-xero#main-content)

    - [Getting Started with Xero](https://help.1stformations.co.uk/accounting-service/using-xero#getting-started-with-xero)
    - [Bank Feeds and Making Tax Digital](https://help.1stformations.co.uk/accounting-service/using-xero#bank-feeds-and-making-tax-digital)
    - [Xero for VAT and Payroll](https://help.1stformations.co.uk/accounting-service/using-xero#xero-for-vat-and-payroll)
- [Understanding your Numbers](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers#main-content)

    - [Key Accounting Terms Explained](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers#key-accounting-terms-explained)
    - [Reading your Financial Reports](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers#reading-your-financial-reports)
    - [Using Your Numbers to Make Decisions](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers#using-your-numbers-to-make-decisions)
    - [Your Compliance Calendar](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers#your-compliance-calendar)

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