How Get Me Paid works
From account setup to sent invoice in a straightforward workflow
Set up your business details, save customers, create professional invoices and keep payment information organised without rebuilding documents from scratch.
30 days free. Then £4.99 per month. Cancel anytime.
A clear path from setup to payment tracking
- Step 01
Set up your account
Register, verify your email when prompted and enter the workspace.
- Step 02
Add business details
Save organisation details, defaults, VAT and CIS settings.
- Step 03
Save a customer
Keep customer contact, address and invoice preferences ready for reuse.
- Step 04
Send the invoice
Build line items, review totals and send or download the PDF.
- Step 05
Track what happens
Follow status, paid dates, email history and reminder prompts.
Step 01
Create your account and set up the business
Create an account with your name, email and password, then complete email verification when prompted. The workspace uses your organisation settings for business details, invoice defaults, payment terms and VAT settings.
- Business or trading name, contact email, phone and address details
- Invoice prefix, default payment terms, default notes and line-item date settings
- VAT registration status and supported default VAT rates
Setup checklist
Settings are managed securely inside your workspace.
Step 02
Prepare invoices that represent your business
Save organisation details, bank instructions, a logo, brand accent colour and select a PDF template. Choose from Classic, Modern or Minimal so your invoices maintain a professional, consistent appearance.
- Logo upload and brand accent colour selection
- Classic, Modern and Minimal invoice templates
- Bank name, sort code, account number and payment instructions
- Organisation details automatically included in generated documents
Invoice appearance
Accent colour
Step 03
Save the customer once and reuse the details
Customer records store practical invoice details such as company name, contact name, email, telephone, address, postcode, VAT number, payment-term overrides and end-user status for Domestic Reverse Charge.
- Saved customer details can be quickly selected during invoice creation
- Internal notes stay securely with the customer record
- Focused customer record keeping designed for invoicing, not a bloated CRM
Example Building Services Ltd
Active customer- Primary contact
- Alex Example · billing@example.invalid
- Billing address
- 10 Sample Yard
Bristol, BS1 1AA - Internal notes
- Use PO reference where supplied.
Step 04
Build the invoice and review the calculations
Choose the customer, set issue and due dates, add line descriptions, quantities, prices and VAT rates. Invoice numbers are allocated sequentially, totals are calculated for you, and draft invoices can be edited before sending.
- Supported VAT rates include 0%, 5% and 20%
- Draft invoice updates recalculate totals before the invoice is sent
- Clear line-by-line breakdowns for materials, labour and services
Note: VAT treatment depends on your circumstances. Get Me Paid does not provide tax or accounting advice.
Invoice calculation preview
- Consulting services (40 hrs)
- £1,000.00
- Software licences
- £300.00
- VAT at 20%
- £260.00
- Amount payable
- £1,560.00
Step 05
Review the result and send the invoice
Review the invoice before sending. From the invoice page, you can generate a branded PDF, download it, or email the PDF attachment directly to the customer. Successful email sending moves a draft invoice to Sent.
- PDFs use your selected invoice template and organisation details
- The generated PDF can be downloaded locally at any time
- Email history records successful and failed delivery attempts
Sending workflow
Step 06
Keep payment progress organised
Invoice statuses include Draft, Sent, Paid, Overdue and Cancelled. Mark eligible invoices as sent, paid or cancelled, see sent and paid dates, and use reminder workflows for due-soon or overdue items.
- Financial summaries clearly show totals and amounts payable
- Paid status records a paid date for your records
- Reminder workflows help with invoices that are due soon or overdue
Status tracking
Payment information is managed inside the invoice workflow, keeping manual control without requiring complex bank feeds.
Your setup is not locked after the first invoice
Draft invoices can be updated before they are finalised or sent. Business defaults and customer records can also be maintained for future invoices.
Important note: Sent or historical invoices should be handled carefully. The current edit workflow protects invoice integrity by restricting major edits to drafts before they are sent.
Common workflow questions
What happens during onboarding?
Onboarding collects the information used by your workspace, including business details, invoice defaults, VAT and CIS settings where relevant, payment information, branding colour, logo and invoice template.
Can I edit a draft invoice?
Yes. Draft invoices can be edited before they are sent, and totals are recalculated when the draft is saved.
Can I download an invoice as a PDF?
Yes. The invoice page includes a private PDF route that generates a branded PDF using your organisation details, payment settings, logo and selected template.
How do VAT and CIS work together?
VAT is calculated as part of the invoice totals. CIS deduction applies to the relevant deductible amount, is shown separately, and the final amount payable reflects the calculation.
Can I mark an invoice as paid?
Yes. Eligible invoices can be marked as paid, which changes the invoice status and records a paid date.
Start the full workflow with your 30-day free trial
Set up the business, add customers and begin creating invoices before the first monthly charge.
£4.99 per month after the 30-day free trial
No payment card is required to start the 30-day free trial.
Ready to create your first invoice?
Set up your business details, save a customer and move from draft to professional PDF in one connected workspace.