Trusted by UK Insurance Brokers

Online Invoicing Software
for Insurance Brokers

Insurance Brokers billing made easier with Simply Invoicing

Online invoicing for UK insurance brokers. Invoice service fees and administration work, add VAT where required, record payments, attach documents, and export reports to keep accounts organised.

Start with free plan
No credit card required
Cancel anytime
VAT Ready
Simply Invoicing
Invoice #INV-2024-0847
Renewal Administration Fee£180.00
Policy Review Service£120.00
Mid-Term Adjustment£60.00

VAT (20%)£72.00
Total Due £432.00
🇬🇧 UK Compliant

Simply Invoicing for Insurance Brokers

Simply Invoicing helps UK insurance brokers invoice for advisory services, administration fees, and renewals work. Create VAT invoices where applicable, send quickly, track payments, record expenses, attach documents, and keep client records organised for smooth bookkeeping.

No spreadsheets. No complicated accounting systems. Just straightforward invoicing built for Insurance Brokers.

VAT-ready invoices
Service-based invoicing
Products & Services
Store customer details
Share with accountant
Track income & expenses
10K+
Invoices Created
98%
Customer Satisfaction
2min
Average Invoice Time
£2M+
Invoiced Monthly

Features That Matter for Insurance Brokers

Invoice Creation is quick; save Customer details, take Payments, track Expenses, run Reports, attach Documents, and manage Multiple Businesses from one dashboard built for busy UK businesses.

Detailed Service Invoices

Create clear invoices with breakdowns for labour, mileage, materials and additional services.

Flexible Invoice Creation

Create and edit invoices anytime. Save drafts, duplicate previous invoices and customise line items easily.

VAT Calculation

Automatic VAT calculation using UK-compliant rates. Generate VAT-ready invoices instantly.

Expense Tracking

Log business expenses, receipts and operational costs. Keep everything organised for tax time.

Customer Database

Store customer names, addresses and contact details for faster invoice creation.

PDF & Link Sharing

Send invoices as professional PDFs or secure shareable links. Customers can view and pay online.

How It Works

Add the client, list service fees and admin work, and create an invoice in seconds. Email it, record payments, and export reports. Attach documents and references for easy reconciliation later.

01

Sign Up

Create your account and get started in minutes.

02

Add Customers

Save customer details for quick and easy billing.

03

Create Invoice

Add services or products and generate a professional invoice.

04

Send & Track

Send invoices and keep track of paid, pending, and overdue statuses in one place.

Why Insurance Brokers Choose Simply Invoicing

Built for Insurance Brokers, Simply Invoicing keeps fee billing clear and professional. Insurance Brokers can track payments and paperwork in one place, helping you stay organised across renewals and clients.

🧾

Branded Professional Invoices

Create clean, professional invoices with your logo and business details in seconds.

💼

Simple Payment Management

Record payments, track invoice status and keep full visibility of what’s paid and what’s outstanding.

📈

Clear Financial Overview

Monitor income, expenses and business performance from one organised dashboard.

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Customer Database

Store customer details securely and generate invoices faster with saved information.

Smart Invoice Tracking

See which invoices are pending or overdue and stay in control of your cash flow.

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Expense & Cost Tracking

Log business expenses and keep everything ready for your accountant at tax time.

Ready to simplify your invoicing?

Insurance Brokers: join Simply Invoicing to invoice service fees quickly, add VAT where applicable, track payments and expenses, and keep UK client documents and reports organised.

No credit card required  •  Upgrade anytime  •  Start with free plan

Frequently Asked Questions

Add each fee as a clear line item, such as advisory, renewal administration, or mid-term adjustment work. Include reference details like policy or renewal period in the description. Clear invoices reduce client questions and speed approvals.

VAT treatment can vary by fee type and your registration status. If you are VAT registered and VAT applies, show the VAT rate and amount clearly and include your VAT number. Keep consistent records for reporting and HMRC.

Many brokers use 14 or 30 days for business clients and due on receipt for smaller clients. Always show a due date on the invoice. Track overdue invoices and follow up promptly.

Store engagement letters, fee agreements, and relevant correspondence with the invoice. Keep reference notes that link the invoice to the service provided. This helps with disputes and audit trails.

Record costs like software subscriptions, professional fees, travel, and marketing. Keep receipts linked to the period. Reports help you review totals and understand profitability.

Still have questions?

Our support team is here to help. Get in touch with us anytime.

Contact Support

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