Built from work you already logged. The number gets assigned at approval, not before, so a draft never burns an invoice number.
Invoices, quotes and margin
Turn work into paperwork.
Record the work once. FIGURX keeps the rates, the contacts and the tax, and turns them into the right document when you are ready.
Invoice draftNot yet approved
| Line | Qty | Net |
|---|---|---|
| Saturday session | 2 | 300.00 |
| Weekday session | 3 | 435.00 |
| Consultancy | 1 | 500.00 |
| Subtotal | 1,235.00 | |
| VAT at 20% on one line | 100.00 | |
| Total | 1,335.00 | |
Nothing is sent, numbered or recorded as owed until you approve it.
Already live
Draft an invoice inside ChatGPT.
FIGURX runs a public MCP server. An assistant can draft an invoice, draft a quote, and work out a selling price from landed cost and a target gross margin. The tools calculate and hand back a draft. They do not send, approve, number, save or mark anything paid.
https://mcp.figurx.app/mcpOne record, every document.
Everything writes to one record. A shift logged in March is still the source of the invoice you raise in April.
Price the job before you take it. When the customer says yes, the quote becomes the invoice without retyping a figure.
Log the session the day you do it. Three weeks later you will not remember whether it ran over.
Landed cost in, selling price out, at gross margin rather than markup. The two differ by more than people expect.
Journeys sit against the job they belong to, ready to rebill or to claim.
Each customer keeps their own agreed rate, so nobody gets billed at a rate you agreed two years ago.
Five documents, one record.
Each does a different job, and using the wrong one is how books get messy. FIGURX knows the difference.
Invoice
A demand for payment for work done or goods supplied. Takes a number when you approve it, and not before.
Proforma
Figures sent before the work, so a customer can raise a purchase order. Not a VAT invoice, and it must never take an invoice number.
Quote
What a job will cost, before it is agreed. Becomes the invoice when the customer says yes.
Credit note
Corrects an invoice you already issued, against its number. The right way to fix a mistake, rather than deleting and reissuing.
Receipt
Proof that money arrived, with the method and the date, and whatever is left outstanding.
What people bill with it.
Anyone who bills for work they already did, and wants the paperwork to follow from the record.
A locum billing three practices
Three rates, three contacts, one place to log the sessions. On the last Friday of the month it is three invoices, not an evening of reconstruction.
A contractor on a day rate
Days go in as they happen. The invoice is built from them, and what was already billed stays visible.
Reselling stock at a target margin
Work the margin first, then let the quote follow the number rather than the other way round.
Mixed services and expenses
Fixed-price work, hourly work and recharged expenses on one document, each line carrying its own tax rate.
What it will not do.
FIGURX will not invent a rate, a tax figure, a quantity or a payment status. Where a commercial fact is missing it asks for it. It records business and work information, and is not a place for patient names, NHS numbers or clinical notes.