Rule 1
Approve first
Drafting, saving, sending and recording a payment are different actions.
Billing should take minutes, not an evening
Most small service businesses do the work well and bill for it badly: late, from memory, in a form that fights them. Invo.tax is built to close that gap, with you in control of every step.
Where it stands
Invitation-only betaCanadian businessesOne business per workspace
BillieExampleTwo hours of bookkeeping for Northfield Dental, plus the monthly reconciliation. Net 14.
Here is a draft. I have not saved or sent anything.
Proposed, not appliedNet 14
Bookkeeping, 2 h$200.00
Monthly reconciliation$150.00
HST (13%)$45.50
Total$395.50
EditApprove
PDF preview
Invoice
No. 1051
Due in 14 days
Billed to
Northfield Dental
Bookkeeping, 2 hours$200.00
Monthly reconciliation$150.00
HST (13%)$45.50
Total due$395.50
Billie wants to save an invoice
Needs your approval
Invoice1051, Northfield Dental
Total$395.50
SendingNot part of this step
Deny
Allow once
Saved. Not sent. Sending is your next step.
Invo.tax is built for Canadian freelancers and small service businesses: consultants, trades, creatives, bookkeepers and field services. Describe the job, read the invoice, approve it, and keep the record for year-end.
Work notes to drafts12 PDF templatesApproval before sendingOpt-in remindersExpenses and receiptsRecords for year-end
The idea
You already know what you did. Invo.tax lets you say it, turns it into an invoice you can read and fix, and keeps the record for year-end.
Invoice
Invoice
12
PDF templates to choose from.
Work first
Paperwork second. Say what you did, then check the result.
1. Approve the draft
2. Save the invoice
3. Send to the customer
3
separate steps you approve: draft, save, send.
Honest scope
The tax side is about tidy source records, not about filing for you.
Who it is for
Canadian freelancers and small service businesses that bill for work they have just finished. Each workspace is for one business.
How we work
Small on purpose. We would rather ship fewer things that are right than many that are almost right.
What we hold ourselves to
Rules, in short
Status by part
An honest status report
Invo.tax is an invitation-only beta. This is what that means for each part of the product.
PDF preview
Invoice
No. 1051
Due in 14 days
Billed to
Northfield Dental
Bookkeeping, 2 hours$200.00
Monthly reconciliation$150.00
HST (13%)$45.50
Total due$395.50
Invoices and PDF
In the beta
Billie wants to save an invoice
Needs your approval
Invoice1051, Northfield Dental
Total$395.50
SendingNot part of this step
Deny
Allow once
Saved. Not sent. Sending is your next step.
Approval before sending
In the beta
Invoice sent
By you, after approval
Friendly reminder
3 days before it is due
Reminder on the due date
9:00 in your time zone
Final reminder
Waits for your approval
Paid
Reminders stop on their own
Opt-in reminders
In the beta
Outstanding
$1,847.00
2 invoices1 overdue
Maple & Pine Studio$1,130.00
Invoice 1048. Due in 6 days
Ridgeway Electric$717.00
Invoice 1049. Overdue 3 days
Northfield Dental$395.50
Invoice 1051. Draft, not sent
Describe a job
iPhone app
In testing
BillieExampleTwo hours of bookkeeping for Northfield Dental, plus the monthly reconciliation. Net 14.
Here is a draft. I have not saved or sent anything.
Proposed, not appliedNet 14
Bookkeeping, 2 h$200.00
Monthly reconciliation$150.00
HST (13%)$45.50
Total$395.50
EditApprove
Billie AI drafting
In testing, after review
Invoices
Example1051Northfield Dental$395.50 Draft
1050Harbour Physio$540.00 Paid
1049Ridgeway Electric$717.00 Overdue
1048Maple & Pine$1,130.00 Sent
Tax summaryUnder review, off
Tax summary
Under review, not switched on
Describe the next job. Approve the invoice.
Invo.tax is in an invitation-only beta for Canadian freelancers and small service businesses. If you have an invitation, your workspace is a few taps away.