Xero sync coming soon
Invoice from the case. Xero keeps up.
Raise an invoice where the work happens. It appears in Xero, and payments recorded there mark it paid in Willbench.
Join the waiting listInvoice
COLL0001-2[Firm logo]
Mr John Collins & Mrs Jane Collins
The Courtyard, Ingleby, Lincoln LN1 2PQ
Mirror wills × 1£300.00
Will storage, first year × 2£50.00
VAT at 20%£70.00
Total due£420.00
Paid · recorded in Xero
Xero connection
How the two stay in step
WillbenchCases and invoices- Invoice raised in Willbench. Created in Xero, with the customer added if new.
- Payment recorded in Xero. The invoice is marked paid in Willbench.
- Customer deleted in Xero. Nothing is deleted in Willbench.
XeroYour accounts
Billing without the double entry
- Invoices from the caseClient name and address already filled in.
- Numbered by caseCOLL0001-2, so payments are easy to match.
- VAT when you need itOn for VAT-registered firms, off for the rest.
- Emailed with payment detailsYour instructions, under your firm’s logo.
- Overdue on the dashboardLate invoices appear under “Needs your attention”.
- Drafts until you are readySend when the will is signed.
Get paid without opening another app
Founding firms pay £75 a month per adviser for their first 12 months.