Invoices with the right provincial tax, every time

Taxes that follow the customer

Every customer carries a province, and every invoice line takes its tax from it: GST, HST, PST, Québec QST and Manitoba RST. The rate stays editable per line for an exempt or zero-rated sale. Tax collected posts to the ledger the moment the invoice is issued, so the remittance report is always current.

• GST, HST, PST, QST and RST by province, per line
• Tax-included or tax-on-top pricing per item
• Credit limits and NET terms per customer, with an over-limit flag wherever the balance shows

Estimates your customer signs online

Build the estimate like an invoice, email the link, and your customer reviews and signs it in the browser. No account on their side; an emailed verification code confirms the signature. An accepted estimate becomes invoices as the work progresses, all at once or in stages, and change orders amend the contract without losing history.

• E-signature with an emailed verification code
• Progress billing by percentage or by line
• Change orders that keep the paper trail honest
• A cost estimate per line, internal only, so you see the margin before you quote

An item catalog that builds itself

Type an item that does not exist yet on any line and it is created on the spot, with its own code, a cost price and a sale price. From then on it autocompletes on every estimate and invoice, and its tax treatment and revenue account fill themselves in. If a sticker price already contains the tax, say so once and the tax is backed out automatically.

Bills, purchase orders and vendors

The payables side is kept as clean as the receivables side: what you owe, to whom, and when, without a spreadsheet on the side. Bills post to the ledger like invoices do, feed the cash-flow forecast, and match against bank lines when they are paid.

Getting paid

Record payments as they arrive. Partial payments are fine, and the invoice flips to paid when the balance hits zero. Each invoice has a PDF, a print view and a read-only web view. On the Customers page, click any figure to see the invoices behind it, with a sum line that ties.