Accounting and invoicing for planning firms
Work stages, stage invoices by progress, reports by effort: whoever plans and surveys bills in phases and steps. Saldiqo issues stage invoices from the quote, runs the final invoice and shows per project what is already paid.
What comes up for planning and surveying firms
Billing in phases
Planning services are delivered and billed in steps. Every step has a stage invoice, and at the end comes a final invoice.
Long project durations
A project lasts months to years. Open stage invoices and late payments have to stay in view.
Disbursements
Travel, plots, copies and survey fees are often passed on as a flat fee or at cost.
Several projects in parallel
Every project has its own fees, costs and dates. The figures should be visible per project.
How Saldiqo helps
- Stage invoices from the quoteFee by work stage as a quote, and you issue the stage invoices straight from it.
- Final invoiceThe final invoice deducts all stage invoices already paid.
- Cost centre per projectAssign invoices, expenses and time to a project and see the report per cost centre.
- Time tracking for effort-based workReports and consulting by effort you record in hours and create the invoice from them.
Typical invoice lines
Examples that often appear on invoices in this industry. You set the prices yourself.
- Work stage 3, stage invoice 1 of 3
- Work stage 4, planning application
- Disbursements, flat fee
- Report by effort, hours
- Site visit, travel
- Plots and copies as per receipt
Tax and invoicing in Cyprus
What applies to invoices in Cyprus, in short. As of October 2026.
- VAT
- Rates 19 %, 9 %, 5 % and 3 %, plus 0 % until 31 December 2026 for infant milk, nappies, hygiene products and fresh fruit and vegetables.
- VAT registration
- The threshold is €15,600 of taxable turnover over 12 months, or expected within the next 30 days. If you sell services to businesses in other EU countries, you generally register from the first sale. Until you are registered, Saldiqo leaves VAT off and adds up your turnover.
- What goes on an invoice
- Even businesses that are not VAT registered must issue invoices and receipts. Companies show their name, HE number, the words “private company” where they apply, and their registered office. Notes such as reverse charge appear in Greek and English.
- Invoice timing
- Issue invoices within 30 days.
- E-invoicing
- There is no mandate. Public bodies accept e-invoices (Peppol BIS 3.0) and suppliers send them voluntarily. EU rules follow from 1 July 2030.
- VAT returns
- VAT4 returns are filed online through TFA, quarterly with staggered periods, by the 10th of the second month after the period, moved to the next working day if it falls on a weekend. Saldiqo does not file returns.
- Record keeping
- Plan for 10 years. The minimum is 6 years, VAT records can need up to 7 years, and OSS records 10 years.
- Late payment
- Interest on late business payments is 10.40 %, plus €40 compensation between businesses.
- Languages
- Use Saldiqo in Greek or English and send invoices in either language.
Frequently asked questions
Can I bill by work stage?
Yes. You write the fee as a quote and issue the stage invoices straight from it. The final invoice deducts them.
How do I see what a project earns?
With cost centres. You assign invoices, expenses and time to the project.
Do planning and surveying firms in Cyprus have to charge VAT?
Once they are registered, yes. The threshold is €15,600 over 12 months, or expected within 30 days. Services to businesses in other EU countries require registration from the first sale.
Do planning and surveying firms in Cyprus need e-invoicing?
No. Public bodies accept e-invoices through Peppol and suppliers use it voluntarily. EU rules follow from July 2030, so PDF invoices remain fine today.
How long should planning and surveying firms keep invoices?
Plan for 10 years: the minimum is 6 years, VAT records can need up to 7 and OSS records 10. You can store receipts digitally in Saldiqo. The legal duty to keep records stays with you.
Try Saldiqo for free
Write invoices, match payments, collect receipts and send reminders: free and without a trial period.
Start for freeThis page for other countries
Niches in this industry
More industries
As of October 2026. General information, not legal or tax advice, without guarantee. For your case ask your tax adviser.