Approval
You approve first
Drafting, saving, sending and recording a payment are separate actions.
How we build
Six rules we hold ourselves to. They shape what Invo.tax does and, just as much, what it refuses to do.
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.
You approve before it leaves
Principle 1
Whole cents
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
Money is exact
Principle 2
In the betaIn testingNot available
Every part of the product, labelled.
Say what is true
Principle 3
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
Your records stay with your business
Principle 4
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
Plain words, few forms
Principle 5
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
Works where you work
Principle 6
In practice
What the rules mean day to day
Plain answers
About how we build
No. Drafting, saving and sending are separate steps, and you approve each one. Reminders and thank-you emails stay off until you switch them on for a specific invoice.
Amounts are stored and calculated in whole cents by the application. An assistant can propose a line, but it is not trusted to do the arithmetic.
No. We do not claim a feature before it ships. The product never reports something as saved, sent or paid unless it was, and this site lists plainly what is not available.
Each workspace is for one business. Invoices, expenses and notes stay with the job they belong to, and you can see what was sent and when.
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.