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Sole traders & self-employed

How to Invoice as Self-Employed in the UK

A plain-English guide to invoicing your clients correctly as a self-employed person or sole trader — from registering with HMRC to chasing late payments and keeping records for Self Assessment.

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Step-by-step: invoicing as self-employed

01

Register as self-employed with HMRC

Before you can invoice clients, you need to register as self-employed. Do this via the HMRC website. You must register by 5 October in your second year of trading, but registering immediately is better. HMRC will send you a Unique Taxpayer Reference (UTR) — keep this safe.

02

Agree the work and price before you start

Always agree the scope, deliverables, and price in writing before beginning work — even a simple email confirmation is enough. This makes invoicing straightforward and protects you if a client disputes a charge later.

03

Create your invoice

Once the work is complete (or at the agreed billing point), create your invoice with all the required information. Use QuickBill to create a professional PDF invoice in under two minutes.

04

Send it promptly

Send the invoice as soon as the work is done. The payment clock only starts when the client receives your invoice. Delaying invoicing is the single most common reason self-employed people get paid late.

05

Follow up if payment is late

If payment has not arrived by the due date, send a polite reminder the next day. QuickBill can send these automatically. If the client still does not pay, you are legally entitled to charge interest and debt recovery costs under the Late Payment of Commercial Debts Act 1998.

06

Record it for Self Assessment

Keep a copy of every invoice you send. You will need these when completing your annual Self Assessment tax return. HMRC requires you to keep business records for at least 5 years after the 31 January deadline for the relevant tax year.

What to put on a self-employed invoice

There is no legally required format for a self-employed invoice in the UK (unless you are VAT registered), but including the following will satisfy HMRC and your clients' accounts teams.

Your full name (or business name)

Your address

Invoice number (sequential — e.g. INV-001)

Invoice date

Payment due date (e.g. 30 days from invoice date)

Client name and address

Description of the work or services provided

Amount due (in the correct currency)

Your bank sort code and account number

If you are VAT registered, you must also include your VAT number, the VAT rate applied, and the VAT amount. See our VAT invoice guide →

Invoices and Self Assessment

Every year, self-employed people in the UK must complete a Self Assessment tax return. Your invoices form the basis of your income figures. Here is what HMRC wants to see:

Total income

The sum of all your invoices in the tax year (6 April to 5 April), regardless of whether they have been paid yet.

Allowable expenses

Business costs you can deduct — equipment, software subscriptions, travel, home office proportion, professional fees.

Profit

Income minus allowable expenses. This is what you pay Income Tax and National Insurance on.

Record-keeping reminder: HMRC requires self-employed people to keep business records — including all invoices — for at least 5 years after the 31 January Self Assessment deadline for the relevant tax year. QuickBill stores all your invoices securely so they are always available.

When do I need to start charging VAT?

You must register for VAT when your taxable turnover exceeds £90,000 in any rolling 12-month period. Once registered, you must add VAT to your invoices and issue VAT invoices with additional required fields.

You can also register voluntarily below the threshold — this is worth considering if most of your clients are VAT-registered businesses, as they can reclaim the VAT you charge.

Read our VAT invoice guide

Freelance invoice template

Day rates, projects, retainers

UK invoice template

What to include on any UK invoice

Ready to send your first invoice?

QuickBill creates professional invoices in minutes, stores them for your Self Assessment records, and chases late payments automatically.

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Free plan available. No credit card required.