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INVOICE GENERATION & PRINTING
Create, send and print professional invoices in minutes
Build CRA-ready invoices with GST/HST and PST worked out line by line, print or email them as polished PDFs, and always know who still owes you. Your logo, your numbering, and the same customer list as your QuickBooks.
✓ CRA rules checked on every invoice ✓ GST/HST & PST built in ✓ Print, PDF or email
Your logo, your colours, your columns
ContemporaryModernClassicYour accent colourColumns you choosePDF, print or email
THE BILLING GRIND
Invoicing shouldn't take your evenings
Invoices in Word or Excel
Copying last month's file, changing the date and hoping you didn't leave the old customer's address on it.
Tax on a calculator
Working out GST, PST and HST by hand, line by line, and hoping the total matches.
Numbers that skip or repeat
Two invoices with the same number, or a gap nobody can explain at year end.
Who still owes you?
Payments arrive by e-transfer and cheque, and matching them to invoices lives in someone's head.
HOW IT WORKS
From blank page to paid invoice in four steps
1. Set up once
Add your logo, GST/HST number, template, colour, payment terms and default tax.
2. Build the invoice
Pick the customer, add items from your products & services list, and watch tax and totals work out as you type.
3. Issue & send
The number is given when you issue it and CRA rules are checked. Print it, download the PDF or email it with attachments.
4. Get paid & report
Record payments as they arrive, then see A/R aging, revenue and customer statements.
FEATURES
Everything you need to invoice, get paid and stay CRA-ready
A full invoicing app laid out like the tools you already know, with Canadian sales tax and CRA rules built in rather than left to you.
- Creating invoices
- ✓An editor that feels familiar — your business details, Bill to, invoice number, P.O./S.O., invoice date and payment due, the item table, totals, notes and terms, then footer, tags and attachments
- ✓Products & services list — pick an item and its description, price and tax fill in. Type a new one for a one-off line, and save it to the list if you’ll use it again
- ✓Totals as you type — subtotal, each tax and the total update with every keystroke, worked out exactly as they print on the PDF
- ✓Discounts done properly — a percentage or a fixed amount, taken before tax as CRA expects and spread across the lines to the cent
- ✓Fast data entry — duplicate a line in one click, drag lines into order, and start every invoice from your default title, notes and footer
- ✓Payment terms — on receipt, 15, 30, 45, 60 or 90 days, or a custom date, starting from each customer’s own terms
- ✓Tags and attachments — tag invoices to filter them later, and attach up to 10 files such as delivery slips, photos or timesheets
- Canadian sales tax & CRA
- ✓CRA rules enforced, not just documented — an invoice charging GST/HST of $30 or more can’t be issued without your GST/HST number, and your registered legal name prints on it
- ✓GST, PST, GST+PST, HST or exempt — set per line, defaulting from the customer and then the company, so mixed invoices tax each line correctly
- ✓Every rate shown — the totals list each tax and rate separately, such as GST 5% and PST 7%
- ✓Rounded the right way — tax is worked out per line to the cent, so the printed invoice always adds up
- ✓Never the wrong tax — if a tax rate is missing, the invoice stops rather than charging your customer the wrong amount
- Numbering
- ✓Gap-free invoice numbers — a number is given only when the invoice is issued, so deleted drafts never leave gaps
- ✓Your own numbers too — type a number when you need to. It’s checked against every invoice, and the sequence carries on from it
- ✓Fix mistakes the right way — correct a typo on an issued invoice, void one you no longer need, and only drafts can be deleted
- Look, print & send
- ✓Three invoice designs — Contemporary, Modern or Classic, with your logo and accent colour
- ✓Columns you choose — line number, date, item, BOL # (or your own reference name), description, rate, quantity, hours and amount, with headings you can rename
- ✓Print or download the PDF — a clean, multi-page PDF with your footer on every page
- ✓Email from your own address — send the PDF and its attachments from your Gmail, Google Workspace, Microsoft 365, GoDaddy or other business mailbox
- Getting paid
- ✓Payments, credit notes and write-offs — record e-transfers, cheques, cash and cards. One payment can cover several invoices, applied oldest first
- ✓Overpayments stay as a credit — never forced onto an invoice, and shown on the customer’s balance
- ✓Balances that can’t drift — what’s paid is always worked out from the payments themselves
- Reports
- ✓A/R aging as of any date — current, 1–30, 31–60, 61–90 and over 90 days, by customer, on screen or as PDF
- ✓Revenue & payments — sales before tax, sales tax by rate, and money received by method, for any period
- ✓Customer statements — balance-forward or open-item statements, one customer or all, printed in the familiar QuickBooks layout
- ✓Search, filter and export — filter invoices by status, customer, tag or date, and export any list to CSV or PDF
- QuickBooks
- ✓One customer list — invoicing uses the same customers as your QuickBooks Online sync, so there’s nothing to keep in step
- ✓Bring your QuickBooks Desktop history — import past invoices and payments from a Desktop journal report, and your invoice numbers carry straight on
WHY SWITCH
Word, spreadsheets, or Futuristic AI
| Word / Excel templates | Generic invoicing apps | Futuristic AI | |
|---|---|---|---|
| Sales tax | Formulas that break | Often US-style, one rate | ✓ GST, PST, GST+PST and HST per line |
| CRA rules | Up to you | Rarely checked | ✓ Checked on every invoice before it's issued |
| Invoice numbers | Easy to skip or repeat | Usually fine | ✓ Gap-free, with your own numbers allowed |
| Your layout | Whatever the template allows | A few fixed designs | ✓ 3 designs, your columns, BOL # and hours |
| Who owes what | A separate spreadsheet | Often an add-on | ✓ A/R aging and customer statements, any date |
WHO IT'S FOR
Built for Canadian businesses that invoice every week
Whether you send ten invoices a month or two hundred, billing becomes a few clicks instead of an evening.
Trucking & logistics
Invoice by load with BOL numbers, dates and hours, on the Classic layout.
Trades & contractors
Bill by job or hours, and attach photos, quotes or timesheets.
Retail & grocery
GST, PST and exempt lines on the same invoice, each taxed correctly.
Bookkeeping firms
Bill your own clients, or run invoicing for clients, each with their own look.
SECURITY & CONTROL
Your billing records, handled properly
No money moves
The app records payments and prints documents. It never connects to your bank, takes card details or holds funds.
Nothing quietly deleted
Issued invoices are voided, not erased, and every change to a number is logged.
Role-based access
Company and user roles control who can create, who can approve and who can only look.
Safe attachments
Only document and image types are accepted, and files always download rather than open in the browser.
FAQ
Questions business owners ask us
Can I use my own logo and colours?+
Yes. Upload your logo, pick an accent colour and choose from the Contemporary, Modern or Classic designs. You can also choose which columns print and rename their headings.
Does it handle GST, PST and HST?+
Yes. Each line can be GST, PST, GST+PST, HST or exempt, with defaults from the customer and your company. The totals show each tax and rate separately.
Are the invoices CRA-compliant?+
The app checks the CRA rules when you issue an invoice. For example, it won't issue a taxable invoice of $30 or more without your GST/HST number, and it prints your registered legal name.
Can I change an invoice after I've sent it?+
Yes, you can correct an issued invoice, and the totals and balance are worked out again. If it shouldn't exist, void it. Only drafts can be deleted.
Can I email invoices from the app?+
Yes. Invoices go out as a PDF, with any attachments, from your own business mailbox, such as Gmail, Microsoft 365 or GoDaddy.
Does it work with QuickBooks?+
It uses the same customer list as your QuickBooks Online sync, and you can import your invoice and payment history from QuickBooks Desktop.
See your first invoice in 15 minutes
Bring your logo and one invoice you sent last month. We’ll set up your template and issue a matching invoice on the call.