Quotes, deposits & the balance
Quote the job, take a deposit, then invoice the balance straight from the quote’s own lines, less what has already been paid.
How can it help
my business?
Your customers. Your people. Your work. Your money.
See how they come together for the business you run.
Shared business tools plus the specialist workflows of your profile — and a bespoke edition, tailored completely to your business, when the profile isn’t enough.
SELF-EMPLOYED / THE CONNECTED DAY
From the first quote to a tax return with no surprises.
One book for the whole of your working life: the quotes and jobs, the receipts and miles, the money in and out, and the tax. Record things as they happen and the year end is already done.
Designed for sole traders, freelancers and anyone working for themselves.
- 01Quote & book
- 02Do the work
- 03Invoice & get paid
- 04Tax as you go
The details that make it yours.
Specialist featuresGet paid sooner
Send an invoice with a pay-by-bank link and see it matched against your bank when the money arrives.
Receipts as you go
Photograph a receipt while it is still in your hand. Lila reads it and files the expense with the right job.
Mileage from postcodes
Enter where you went from and to; the miles fill in and the trip is priced at the HMRC simplified rate.
Self Assessment as you go
Income and expenses mapped to the self-employment pages year to date, with a guide to what to set aside — never your final bill.
Making Tax Digital for Income Tax
Quarterly updates to HMRC prepared from the records you already keep, with nothing re-typed.
Bank & bookkeeping
Connect your bank through open banking and reconcile each payment against the invoice or expense it belongs to.
Year-end pack
One download for you or your accountant: the figures, the transactions and the mileage log.
EVERY PROFILE / ONE CONNECTED FOUNDATIONA complete view.
A complete view.
From work to money.
The specialist details sit alongside the everyday business essentials. A client record connects to the work, its documents, its costs and its payment history.
Relationships
Clients, contacts, communication history and follow-up tasks.
Work & people
Projects, responsibilities, calendars and team access.
Documents & knowledge
Files connected to their work, searchable resources and controlled sharing.
Money & records
Quotes, invoices, expenses, bank reconciliation and financial reporting.
Help from Lila
Assistance with finding information and preparing work, with your review before action.
At work & at home
A separate Personal book at half price with any paid business tier.
SAME FOUNDATION. YOUR WAY OF WORKING.Your business shouldn’t have
Your business shouldn’t have
to fit someone else’s day.
Choose Solo or Business for your team size and allowances. A business profile shapes the workflows and language around your work; it does not create a separate subscription. Need more than a profile? Bespoke tailors LilaCRM completely to your business — price on application.
Find your planWhat would make it complete for you?
Tell us about a task you repeat, a document you rely on or a handover that gets lost. Help make the self-employed profile complete for you.
Tell us about your business Opens your email app. Send the message when you’re ready.