A finished job still needs a clear invoice. If you are a UK sole trader using an iPhone, start by separating two tasks: preparing the document your client reads and meeting your wider record-keeping and tax obligations. This checklist covers the PDF workflow, not a complete accounting service.
1. Check that the workflow fits
Fakturino lets you save or share an invoice as a PDF. Before entering real client details, check the current device requirements and decide whether a client-readable PDF meets your needs. An international invoicing profile is not UK tax certification, and a PDF export is not a connection to a tax-reporting platform.
2. Gather the details before you start
Prepare your own name, any trading name, address and contact information, plus the client’s name and address. Have a unique invoice number, a clear description of the work, the supply date, invoice date, charges and total ready. Check the GOV.UK invoice checklist, including the additional sole-trader address requirement. VAT invoices need additional attention; this is not a VAT setup guide.
3. Keep language and currency separate
Check the business profile, client details, document language and agreed currency rather than assuming the interface language controls the invoice. Free includes PDF output in the profile’s default document language; a different document language requires Premium. English is therefore not automatically a paid extra. Review your service descriptions yourself: choosing a document language does not translate the work you type.
4. Inspect the PDF, not just the form
Save or share the PDF and open the resulting file before sending it. Compare it with the details you prepared: names, dates, invoice number, descriptions, amounts and payment instructions. Look for clipped text and check that the client can identify the work. Treat this as your own document check, not a guarantee that a template covers every legal requirement.
5. Review the message before sending
You can pass the PDF to an email app, depending on the device’s mail setup. Check the recipient, subject and attachment, then send the message yourself. Opening a composer does not confirm delivery. Keep a copy of the document you actually sent so that a later query refers to the same invoice, not an unreviewed revision.
6. Record payment only after checking it
When the client pays, verify the payment independently and manually mark the invoice as paid. The invoice list can show unpaid invoices past their due date; that is not bank reconciliation or an automatic reminder service. Set your own review routine if you need to follow up with clients.
Try the basic workflow before upgrading
Free includes basic PDF export, up to five stored clients and three invoices per calendar month, counted by issue date; drafts count too. Read the feature overview and Free and Premium comparison, then check device compatibility before trying a sample document. Choose a wider accounting solution if your main need is automated finance administration.
Ready to try a sample invoice? View Fakturino on the App Store. Check compatibility first: the current listing requires iOS, iPadOS or macOS 26.2 or later. Choose a sample without real client details to check whether this PDF workflow suits you.