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Link a client's email so they can sign in to the client portal at clients.gsdlab.co.uk. Only linked emails can see that client's projects. (You also need to add the same email to the portal's Cloudflare Access group.)
| Number | Client | Issued | Due | Total | Status |
|---|
These appear on every invoice. The name and an address are legally required on a sole trader invoice.
Monthly licences and fixed retainers. "Raise monthly licences" on the Invoices tab drafts these into invoices, one per client, once per month.
Drop a Monzo statement CSV (in your Drive: Monzo Business → GSD Lab → Monthly statement → CSV). It sorts each line into an expense, a drawing, or a skip, suggests the tax category, and never imports the same transaction twice.
| Date | Supplier | Description | Category | Amount | Claim |
|---|
| Date | From | To | Purpose | Miles | Rate | Claim |
|---|
Flat rate by hours worked from home each month: £10 (25–50h), £18 (51–100h), £26 (101h+).
Money you take out for yourself. Not a business expense, no effect on tax — tracked for cashflow only.
What each service costs you and what you charge on top — flat monthly pass-throughs, per-use charges (like texts), costs absorbed into a licence, and shared overhead. Pricing tool only; real spend stays in Expenses.