Unfortunately, a dummy invoice to use as a template wouldn’t work as your Crunch account will automatically factor any amounts on this into calculations for your VAT, Corporation Tax, dividends etc. It would also have to be credit-noted before your company year end to ensure it isn’t accidentally included in the calculations for your accounts.
We don’t currently have a data transfer facility to allow the import of invoices from another platform or format.
Another solution that may work would be to raise just one invoice in Crunch that covers all the money received/work carried out over X period.
The invoice in Crunch would be purely for our bookkeeping purposes as the Umbrella has its own invoicing/timesheet system. When creating the invoice in Crunch you could either have one line item with a description saying something like “work between XX/XX/2024 - XX/XX/2024” or create multiple line items, one for each timesheet.
For this method, you’d likely want to group the umbrella invoices into a weekly Crunch invoice. This would ensure you’re still declaring your earnings at the correct time for VAT and Corporation Tax calculations. I’d recommend having a chat with your Dedicated Client Success Manager if you think this could be suitable for you. They’ll be able to double check it’s suitable for how you’re working.
I’ll share your original post with our Product team for consideration as well.
All the best,