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Soteriaa
Commercial documents · one Soteriaa area

Invoices, quotations and purchase orders that add up the same way every time.

Five commercial documents built from your own line items, with rounding and tax handled by one tested calculation module. Download editable Word, PDF or Markdown. A workspace that keeps customers, suppliers, issue and due dates and the status you recorded together is available with a 14-day free trial.
Start free trialCreate a free document
Five free documentsWord, PDF and MarkdownNo account needed to downloadTracking: 14-day free trial

What this area is

A document generator for the paperwork around a job, plus a tracking workspace. Soteriaa calculates the totals from the line items you enter and records the status you choose. It is not an accounting system: it does not reconcile a bank account, post to nominal codes, work out a tax liability, file a return, or know whether an invoice has actually been paid. It does not take payments or run purchase-order approvals.
The documents

Five commercial documents.

All five are free. Invoice, quotation and receipt also keep their own generator pages, which need no account at all.

Invoice

Create and download a invoice with calculated totals. No account needed.

Quotation

Create and download a quotation with calculated totals. No account needed.

Receipt

Create and download a receipt with calculated totals. No account needed.

Purchase order

Create an editable purchase order from your own information.

Timesheet

Create an editable timesheet from your own information.
A real output

What to have in front of you

Every figure on the document is one you entered. Nothing is estimated and no line is invented.
  • Your business details and the customer or supplier you are dealing with.
  • One line per item: description, quantity and unit price.
  • The currency and tax rate that apply, if any.
  • Issue and due dates, plus your own document reference.
  • Payment terms, delivery details or a project reference, where they matter.
Create this purchase order
Unit prices round to pennies, each line rounds to pennies, then tax rounds once on the subtotal. Negative, non-numeric and non-finite values are rejected rather than quietly corrected.

Synthetic example of the purchase order — every value was typed into the guided form, and the fields left blank show as placeholders.

DOCUMENT PREVIEW

Purchase order

Document control

FieldInformation supplied
OrganisationHarbour Joinery Ltd (fictional example)
Document referencePO-2026-0312
Revision[Add revision]
Prepared byJ. Buyer
Date2026-09-17
Review date[Add review date]
Evidence references[Add evidence references]

Parties and dates

FieldInformation supplied
Customer or supplierMeridian Timber Supplies (fictional example)
Party address[Add party address]
Project nameHarbour Road shopfit
Issue date2026-09-17
Due date2026-10-01

Amounts supplied

FieldInformation supplied
CurrencyGBP
Tax rate20
ItemsEuropean oak board 22mm | 18 | 46.50 Edging tape 22mm, 50m roll | 4 | 12.25

Terms and review

FieldInformation supplied
Delivery detailsDeliver to Harbour Road site entrance, weekdays before 11:00
Payment terms supplied[Add payment terms supplied]
Payment recorded by[Add payment recorded by]
Payment reference[Add payment reference]
Notes[Add notes]

Calculated amounts

DescriptionQuantityUnit priceAmount
European oak board 22mm18GBP 46.50GBP 837.00
Edging tape 22mm, 50m roll4GBP 12.25GBP 49.00

Subtotal: GBP 886.00 Tax: GBP 177.20 Total: GBP 1063.20 Amounts use supplied inputs. Payment is only a user-recorded fact.

Shows the top of the document. Open the guided form to see it in full.

How it works

From your information to a document you can issue.

1

Pick a document

Invoice, quotation, purchase order, receipt or timesheet — or open the pack and prepare all five from one set of shared details.
2

Enter your lines

One row per line as description, quantity and unit price. Timesheets take date, activity and hours, net of breaks.
3

Check the totals

Subtotal, tax and total are calculated deterministically, so the same inputs always produce the same figures.
4

Download and send

Word, PDF or Markdown. You send it yourself: Soteriaa does not email your customer or take a payment.
5

Track it

The tracking workspace keeps the party, the document, its dates and the status you recorded together. Start a 14-day free trial to switch it on.
Tracking

What the tracking workspace keeps together.

What the workspace records today. Every available plan starts with a 14-day free trial and includes all of it within the plan's allowances.

Customers and suppliers

Party type, address and contact reference, as the parent record for the documents raised against them.

Commercial documents

Document kind, project reference, currency, items, tax rate, amount supplied and payment reference.

Status you recorded

Draft, issued, accepted, declined, paid, void or archived — each one a fact you entered, never an observed payment.

Issue and due dates

Due, review and end dates on active documents, sorted into overdue, due today and the next 30 days.

Evidence

PDF or Word files up to 10 MB against a record, in five categories, with issue, expiry and review dates.

Record summary export

Word, PDF or Markdown summary of one record with its evidence index and actions.

Daily email reminders

One digest a day of overdue or due documents and chase-up actions, sent only when something is listed. Preview the exact email first.

Import from a document

Upload an existing invoice, quotation or purchase order and Soteriaa proposes a record from it. You review every field before anything is saved.

Ask Soteriaa

Ask questions like “what is due this week?” and get answers taken only from your saved records. Read-only, and never a judgement.
Tracking pricing

Plans for the tracking workspace.

Every plan includes every tracking feature: review dates, actions, evidence files up to 10 MB, record exports, daily email reminders, 100 document imports a month and 100 Ask Soteriaa questions a day.

On smaller screens, scroll the table sideways to see every column.

PlanMonthlyAnnual (2 months free)Includes
Commercial Solo
£29 a month
£290 a year
1 user, with unlimited customers, suppliers and documents
Commercial Team · Coming soon
£99 a month
£990 a year
Up to 5 users, with unlimited customers, suppliers and documents
The single-user plan is available; plans for multiple users are coming soon. Prices exclude VAT where applicable. Annual plans are paid upfront. Every available plan starts with a 14-day free trial. Start free trial.

Where Soteriaa stops

Soteriaa provides document and workflow tools, not legal assistance or compliance advice. It helps organise records, evidence and deadlines; it does not determine compliance, certify records or submit official reports on your behalf. You review the information and remain responsible for required checks and submissions.
FAQ

Commercial forms questions

Short answers about what these documents are, what they cost and what Soteriaa does not do.
Is this accounting software?
No. Soteriaa produces commercial documents and records the status you choose. It does not keep a ledger, reconcile bank accounts, post to nominal codes, calculate a tax liability or file a return, and nothing here is tax or financial advice.
Does Soteriaa know whether an invoice was paid?
No. Paid, overdue and every other status is a fact you recorded by hand. Soteriaa has no connection to your bank or payment provider and never asserts payment on its own.
How are totals and tax calculated?
By one tested module shared with the free generators. Unit prices round to pennies, each line rounds to pennies, and tax rounds once on the subtotal. Negative, non-numeric or non-finite numbers are rejected instead of being coerced.
Do I need an account to make an invoice?
No. Invoice, quotation and receipt have their own free generators that need no account, and the purchase order and timesheet forms and their downloads are free too. An account is only needed for AI drafting, which uses your monthly allowance, and for saving documents privately.
Which currencies are supported?
GBP, USD, EUR, CAD, AUD and NZD. Amounts are formatted for the currency you choose; Soteriaa does not convert between currencies or apply an exchange rate.
Can I track customers and payment status yet?
Yes. The tracking workspace — customers, suppliers, commercial documents, dates and the status you recorded — is available on a paid plan. Commercial Solo costs £29 a month or £290 a year (two months free when paid annually), with a 14-day free trial. Plans for multiple users are coming soon. A welding or sponsor subscription does not include this workspace.
See every featureAll forms & packs

Track customers, suppliers and due dates.

Tracking starts with a 14-day free trial. The five documents stay free and editable.

Start free trial