This is general information, not tax or legal advice. Check GOV.UK or ask an accountant about your own situation.
Moving firms live on quotes, deposits and vans. Demand peaks in summer and quietens in winter, so tidy books and a cash forecast matter more than most.
Quotes that become invoices
Send a quote with the inventory and price, then turn it into an invoice when the job is done. See what to include in a quote.
Deposits
Take a deposit to secure the date and record it against the customer, then apply it to the final invoice. Decide with your accountant how and when VAT applies to deposits.
Vehicles and fuel
- Record vans in a fixed asset register so depreciation is tracked.
- Code fuel, tolls, insurance and repairs to separate accounts so you can see the true cost per van.
- Keep receipts. See receipt management.
Seasonal cash flow
Build a forecast that expects a quiet winter, and set money aside in the busy months. See a 13-week cash flow forecast.
How AvrioBooks fits
Quotes, invoices, bills, the fixed asset register and cash flow forecasting are all included, with VAT returns on the Standard plan and above. See quotes and estimates software and the fixed asset register.
What AvrioBooks does not do: it is accounting software, not a payroll, time-tracking or job-scheduling system, and it has no automatic bank feeds (it imports CSV, OFX, QFX and QIF statements). Use specialist tools for those jobs and bring the figures into your books.
Frequently asked questions
Can I turn a quote into an invoice?
Yes. Create the quote, send it and convert it to an invoice when the job is done.
How do I track my vans?
Add them to the fixed asset register and code running costs to separate accounts.
Does AvrioBooks schedule moves or crews?
No. It handles the accounting, not job scheduling or payroll.
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