Step 1
Describe
You type or dictate the job, in your own words.
Describe the job. Approve the invoice.
One job, from a few words to an invoice in your customer’s inbox. Here is each step and who is in control of it.
Say it the way you would say it
Type a note or dictate it on your phone. Invo.tax reads the customer, the work, the quantities and the terms out of what you wrote, and reuses the rate and terms you used before.
Existing customers and items are matched from your own records.
If something is missing, you get one focused question, not a form.
Corrections work in plain words: "make it three hours."
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
Preview, nothing sent
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
Read the invoice before it exists
The draft shows every line, the tax and the total. The amounts are calculated by the app in whole cents, not guessed, so what you read is what the customer gets.
Preview the full PDF before anything is saved.
Pick from 12 PDF templates.
Edit any line by hand at any point.
Approval is its own step
Asking for a draft is not permission to send it. You approve the invoice, then save it, then send it, and each of those is a deliberate action you take.
Nothing leaves the workspace without your approval.
A saved invoice keeps its record, so you can always see what was sent.
Recording a payment is separate again.
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.
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
Chasing, without being the bad guy
For one invoice at a time, you can switch on friendly reminders before and after the due date. They stop when the invoice is paid, and the final reminder waits for your approval.
Off until you turn it on, for that invoice. Pause or stop whenever you like.
Every email is recorded against the invoice.
Reminders need outgoing email to be set up, and they are part of the invited beta.
Records that are ready when you need them
Invoices, expenses and payments stay with the job. At year-end you or your accountant can see what was billed and what was recorded, in one place.
Source records stay linked to the amounts they support.
Review material only: no filing, no tax calculation.
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
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12 PDF templates
Twelve layouts for the PDF your customer receives. Read the finished document before it is saved or sent, and keep the one you like.
Illustrative layouts drawn for this page, not the exact templates.
The same workspace, in your pocket
Describe a job from the driveway instead of at your desk. The web workspace and the iPhone app share one record, so a job described on a phone is waiting on your desktop.
The iPhone app and voice dictation are in testing with invited users. Speech recognition runs on the device.
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
BillieTwo 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 applied
Bookkeeping, 2 h$200.00
Reconciliation$150.00
HST (13%)$45.50
Total$395.50
DenyAllow once
What happens to your note
Eight small steps, one big rule
Plain answers
About the walkthrough
Asking for a draft is not permission to send it. You approve the invoice, then save it, then send it, and each of those is a deliberate action you take. Recording a payment is separate again.
No. The app calculates totals and tax in whole cents. An assistant can propose a line, but it is not trusted with the arithmetic.
Only if you switch them on, for one invoice at a time. They stop when the invoice is paid, and the final reminder waits for your approval. Reminders need outgoing email to be set up, and they are part of the invited beta.
Not today. Bank connections and taking payments through Invo.tax are on the roadmap, and nothing on this site should be read as a promise of a date. You record payments yourself.
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.