Companies House workflow for UK trade invoicing
Companies House workflow for UK trade invoicing
In short: Invoicing a Ltd company with the wrong legal name or address slows payment and creates admin rework. JobSheet lets you search Companies House, import the registered name and office address, and keep an optional trading name on the customer record.
Why registered details matter
- Finance teams pay from the legal entity, not a nickname in your phone
- Registered office may differ from the site you work on
- Maintenance contracts and call-outs often run through a Ltd landlord or agent
A simple workflow in JobSheet
- Search by company name or number (UK register only)
- Pick the correct active company from results
- Import registered name and invoice address
- Add a trading name if they brand differently on site
- Link contacts (directors or site managers) as people on the customer
- Raise quotes and invoices against that customer with GBP line items
You can refresh the profile later from the customer record if their filing changes.
What JobSheet does not replace
- Your own KYC or credit checks
- VAT number validation beyond what you capture manually
- Automatic filing with Companies House
When to skip Companies House
- Homeowners and sole traders billed as individuals
- One-off domestic jobs where the invoice address is the site address