How-to guide
From the job to the customer's inbox — with the tax right the first time.
Open the job and build the invoice from it — the labour hours your crew clocked are already there. Add parts and materials as lines.
No job? Go to Invoicing → New invoice and pick the customer (or type a new name — it's created on the spot).
GST and PST are set per line from your province's rules — materials and labour can differ, and the invoice shows the split (e.g. GST 5% / PST 7%) instead of one mystery lump. Tax-exempt lines? Flag them per line.
Tap Send — your customer gets an email with a secure link to the invoice, carrying your business name and logo.
If you've connected your Stripe account (Settings), the invoice link carries a Pay now button — card payment lands directly in your account, and the invoice marks itself paid.
Paid by e-transfer, cheque or cash? Mark it paid manually. Either way your books update on their own.
Every invoice, payment and expense lands in your P&L as it happens — not at ten at night.