Is invoice payment tracking included on the Essentials plan?

Yes. Mark as paid, unmark, and the full accountant export are included on every plan — Essentials and Pro.

INCLUDED ON EVERY PLAN

Invoice Payment Tracking & Accountant Export

Q: Can I mark a quote as paid with a specific date?

Yes. When you click Mark Paid, you're prompted for a payment date (defaults to today). Accountants often need the actual payment date rather than today's date, so you can back-date it to when payment was received.

Q: What does the accountant export include?

A ZIP file containing an individual branded PDF for every paid invoice in your chosen date range, plus a plain-text summary listing (invoice reference, date generated, date paid, customer, and total) with a grand total at the bottom.

Q: What date range presets are available?

Current UK tax year (6 April to 5 April), previous UK tax year, this calendar year, all time, and a custom range with date pickers.

Q: Can I undo marking an invoice as paid?

Yes. Click Unmark on any paid invoice to clear the payment date. This removes the green Paid badge and excludes the invoice from future accountant exports.

Mark quotes as paid with the actual payment date. Export every paid invoice in a date range as a ZIP file — individual branded PDFs plus a summary listing — ready to hand to your accountant.

The Problem: Tax Season Chaos

Every January the same thing happens. Your accountant asks for “all invoices from last tax year.” You dig through email attachments, scroll through a folder of PDFs with unhelpful filenames, and try to remember which quotes were actually paid and when.

TailoredQuote solves this by tracking payment status on every quote and letting you export everything your accountant needs in two clicks.

How It Works

Step 1

Mark as paid

On your Saved Quotes page, click “Mark paid” on any quote. Enter the date payment was received (defaults to today).

Step 2

See payment status at a glance

Paid quotes show a green “Paid DD/MM/YYYY” badge next to the reference. Unpaid quotes show no badge.

Step 3

Choose a date range

On your Account page, select a preset (current or previous UK tax year, this calendar year, all time) or enter custom dates.

Step 4

Export the ZIP

Click Export. TailoredQuote builds a branded PDF for every paid invoice and bundles them into a ZIP with a summary text file.

What’s in the ZIP

The export produces a single ZIP file containing:

One branded PDF per paid invoice — identical to what you’d download from the Saved Quotes page, including your letterhead
A plain-text summary file (invoices.txt) with a table showing: Invoice Reference, Date Generated, Date Paid, Customer Name, and Total
A grand total row at the bottom of the summary
A header showing your business name, the export date, the date range, and the invoice count

Hand the ZIP to your accountant as-is. Everything they need is in one file.

Tax return sorted. No spreadsheet, no digging through emails.

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UK Tax Year Built In

The date range selector understands UK tax years (6 April to 5 April). Select “Current UK tax year” and it automatically calculates the correct boundaries — even across the April transition.

Available presets:

Current UK tax year — 6 April this year to 5 April next year (default)
Previous UK tax year — the year before the current one
This calendar year — 1 January to 31 December
All time — every paid invoice on your account
Custom range — pick any start and end date

Better Than Spreadsheets

Without TailoredQuote

Scroll through email to find sent invoices
Manually note which ones are paid and when
Build a spreadsheet for your accountant
Chase missing PDFs from your downloads folder
Repeat every year

With TailoredQuote

Mark paid with one click as money comes in
Payment date stored against each invoice
Export entire tax year as a ZIP in seconds
Every PDF is branded and consistent
Summary file with totals included

Repeat Invoices

For recurring work (monthly maintenance, phased projects), use the Repeat button on any saved quote. It duplicates the quote with a new date and reference number — same customer, same scope, same price. Mark the new invoice as paid when the next payment lands.

Frequently Asked Questions

Can I mark a quote as paid with a specific date?

Yes. You’re prompted for the actual payment date (defaults to today). Accountants often need the real payment date, not the date you happened to update the system.

What does the accountant export include?

A ZIP containing one branded PDF per paid invoice plus a summary text file with references, dates, customers, and totals. Hand it to your accountant as-is.

What date range presets are available?

Current UK tax year (6 April – 5 April), previous tax year, this calendar year, all time, and custom date pickers.

Is this included on all plans?

Yes. Mark as paid, unmark, and the full accountant export are included on Essentials (£35/month) and Pro (£68/month). Both include a 14-day free trial.

Can I undo marking an invoice as paid?

Yes. Click “Unmark” on any paid invoice. The green Paid badge is removed and the invoice is excluded from future exports.

Does the export include the letterhead?

Yes. Every PDF in the export is generated with your uploaded letterhead, identical to the PDFs you download individually from Saved Quotes.

How to Export Invoices for Your Accountant — step-by-step guide
How to Create and Send Invoices
Digital Signatures for Contractor Quotes
Plans and Pricing

Know who’s paid and who hasn’t.

Try TailoredQuote free for 14 days. No card needed.