Everything built for UK VAT,
MTD, and HMRC compliance.

HMRC-compliant VAT invoices with 20%, 5%, and 0% rates. VRN validated at write-time — 9-digit standard, 12-digit branch trader, GD/HA government formats. Mandatory fields pre-filled.

UK VAT Registration Number and Companies House number both captured and printed on every invoice. Validated against HMRC-defined formats before the invoice can be saved.

Version-tracked estimates with one-click convert to VAT Invoice. GBP or foreign-currency denominated. Client can approve via the portal without logging in.

Issue credit notes for returns; debit notes for additional charges. Linked invoice reference carried for HMRC period attribution.

Track goods dispatch from draft → in-transit → delivered. Convert to VAT Invoice on delivery confirmation. Date of supply recorded.

Schedule monthly retainers, weekly deliveries, annual subscriptions. Continuous-supply rules enforced. Sends, chases, and reconciles automatically.

UK advance-tax treatment built in. Vouchers auto-adjust against issued invoices.

Bill in USD / EUR / AED / INR. VAT always in GBP with the exchange rate stamped at invoice date — HMRC-compatible for cross-border supplies.

Bank transfer, BACS, Faster Payments, card, cheque, cash. Split one payment across multiple invoices with smart allocation.

Capture customer advances via receipt vouchers. Advances auto-suggested on new VAT invoices to keep your VAT period clean.

6-step escalation: friendly (T-3), neutral (T+0), firm (T+3, T+7), final (T+14), flag (T+30). UK bank holiday calendar aware.

No password, no login. Customers view VAT Invoices, download PDFs, raise disputes. Works on mobile.

Stripe UK adapter; GoCardless integration planned. Webhook auto-reconciles on payment.

Per-customer running balance PDF with opening + closing totals. Includes VAT column for client reconciliation.

Draft → sent → partial-received → received lifecycle. Multi-currency + multi-branch.

Record supplier bills with VAT category flags (standard / reduced / zero / exempt / reverse charge). Feeds VAT return Box 7.

Box 4 input VAT reclaimed from supplier bills. Reverse-charge imports auto-compute self-charged VAT. Net VAT (Box 5) derives automatically.

Full kanban with stages and source tracking. Conversion-rate analysis across inbound channels.

Version-tracked proposals tied to a lead. One-click convert to estimate; history stays intact for audit.

Source-tagged segments (pricing, home, features). HMAC-verified subscription flow.

GB funnel with conversion tagging. Feeds cohort analysis on lead-to-trial rate.

Box 1 (output VAT), Box 2 (NI acquisitions), Box 3 (total due), Box 4 (input reclaimed), Box 5 (net payable), Box 6 (sales ex-VAT), Box 7 (purchases ex-VAT). Generated from your actual invoice data.

HMRC requires 6 years of VAT records. Oris Invoice enforces 7 years at the data layer. Delete is blocked within the window. Immutable audit trail.

Bank account numbers, HMRC OAuth tokens, and encrypted fields stored with AES-256-GCM. Row-level security isolates every tenant.

INSERT-only audit_logs table. Every status change, edit, and access is timestamped and attributed — GDPR-compliant evidence chain.

Multiple VAT-registered branches under one account. Each branch has its own VRN and invoice sequence, consolidated in reporting.

All tenant data isolated by PostgreSQL row-level security. Each query executes inside the org context — cross-tenant data leakage is impossible.

HMAC-signed events: invoice.created, invoice.sent, payment.received, reminder.sent. Retry logic, signature verification. Works with Zapier, n8n, Make.

Migrate customers, items, and opening balances from Xero / QuickBooks / FreeAgent. Field mapping UI; validation errors shown inline.

Export invoices, customers, and payments as CSV or JSON for any period. Scheduled exports on Pro tier.

Full CRUD API for invoices, customers, items, and payments. JWT-authenticated. OpenAPI spec included. Rate-limited at 200 req/min on Starter.

Two-way sync with ThynkBooks (ORIS accounting product). Invoice data flows into the general ledger automatically. No double-entry needed in Oris Invoice.

Revenue, VAT collected, and invoice count by week / month / quarter. Filterable by customer, item, and VAT rate.

Buckets: current, 1–30, 31–60, 61–90, 90+ days. Per-customer and aggregate views. Export to PDF for your accountant.

Payments received vs invoiced by period. Tracks payment velocity and DSO trend.

Full transaction history per customer: invoices, payments, credit notes, advances.

Output VAT, input VAT, and net payable by period — matches the 9-box MTD return totals exactly.

Printable or emailable per-customer statement with running balance and VAT column.