Estimate to invoice
Convert accepted quotes, or bill a deposit first and the remainder later. Turn the job into an invoice in one click without rebuilding the work or the tax.
Built for Canadian work
Estimates and invoices that already know GST, HST, PST, and QST.
QuoteAndBill helps contractors, IT professionals, and small businesses quote faster, bill accurately, and record customers payments — without wrestling a spreadsheet or a US-first invoicing tool.
- GST / HST / QST / PST / RST by province
- Estimate to invoice in one click
- Issue invoices directly or from estimates
- Record customer payments
- Create products and services
- Assign sales tax to items
- Sales and sales tax reports
- Customers aging report
- Print, PDF, or Excel export
- Credit notes and payments
No credit card required for the trial.
Trusted by the people who actually send the invoices
- General contractors
- Electricians & HVAC
- IT Professionals
- Consultants
- Studios & shops
The workflow
Create an Invoice Directly or Start with a Quote
A quote is optional. Create an invoice directly whenever you need one, or convert a quote into an invoice in one click. Canadian sales tax options and automatic document numbering are built in.
- 01
Create an estimate
Line items, notes, and client information when you want to quote first. Skip this step anytime and go straight to an invoice.
- 02
Create the invoice
Issue an invoice directly, or convert an estimate without rebuilding the job. Quotes are optional — not required.
- 03
Record the payment
When the customer pays by e-Transfer, cheque, or another method you already use, record it on the invoice.
- 04
Run the reports
See sales, sales tax, and customers aging. Print a report, save as PDF, or export to Excel.
Features
Made for Trades, Professionals, Consultants and Small Business Owners.
Whether self employed or small incorporated.
Invoice directly
An estimate is not required. Create an invoice anytime and add the client, line items, and tax. Quote first only when you want a quote.
Client records
Store billing addresses, shipping addresses, and default payment terms for each client. Open an unpaid invoice report when you need to follow up.
Credit notes
Issue a credit note, apply it to an unpaid invoice, and keep a clear record of the original bill and the adjustment.
PDF that looks paid-for
Send clean documents with your logo, CRA-friendly invoice numbers, and a tax breakdown clients can follow.
Your dashboard
Your home screen shows the important numbers and current activity, so you can pick up the next job without hunting for it.
Who it’s for
Three kinds of Canadian businesses. One billing home.
Contractors
Job costing that survives change orders
Estimates for site work, extras as new line items, deposits before materials land. Built for how jobs actually move.
Service providers
Hourly billing or a fixed project fee
Bill hourly work or a fixed amount. Small businesses that provide services can quote and invoice in one place.
Small businesses
Invoices that match how Canada taxes you
Province-aware tax, CAD totals, and documents you can hand to your bookkeeper without a cleanup pass.
Testimonials
Businesses that already bill this way.
Consultants, advisors, and trades quote, tax, and invoice in CAD.
I used to rebuild every accepted estimate in Excel. Now I convert it, HST is already on the page, and the client pays by e-Transfer the same week.
Jasmeet SandhuOwner, Sandhu HVAC
Brampton, ON
I used to scribble quotes on a notepad. Now I send a proper estimate with GST and PST, and the invoice is ready when the job is done.
Chris BrennanOwner, Brennan Handyman
Surrey, BC
Retainers and project invoices used to live in two tools. QuoteAndBill keeps GST and QST honest for our Montréal clients without me babysitting the rates.
Camille LeblancPrincipal, NordCloud MSP
Montréal, QC
Canadian tax
Pick a province or change amount to test how tax calculations are handled automatically.
US invoicing tools treat Canada as an afterthought. QuoteAndBill applies GST, HST, QST, or PST from the client’s province, shows the split on the document, and keeps totals in CAD.
- ✓ HST in ON, NB, NL, NS, PE
- ✓ GST + PST in BC, SK, MB
- ✓ GST + QST for Québec
- ✓ GST-only for AB, NT, NU, YT
Pricing
Simple CAD pricing.
No per-invoice gotchas.
Start free for 30 days, then choose a plan starting at CAD $4.99 a month. Cancel anytime.
Features & Functions | Free Trial 30 Days No Credit Card Required | Monthly Plan $4.99/month CAD | Save 15% on Annual Plan Yearly Plan $50.90/year CAD |
|---|---|---|---|
| Unlimited Estimates | Not included | Not included | Not included |
| Unlimited Invoices | Included | Not included | Not included |
| Single Click Estimate to Invoice Conversion | Included | Not included | Not included |
| Credit to Customers | Included | Not included | Not included |
| Record Payments from Customers | Included | Not included | Not included |
| Sales Tax Calculation | Limited | Not included | Not included |
| 10+ Essential Business Reports | Included | Not included | Not included |
| Included | Not included | Not included | |
| Save as PDF | Not included | Not included | Not included |
| Export to Excel for Customization | Included | Not included | Not included |
| Real-Time Business Analytics | Not included | Not included | Not included |
| Email Support | Included | Not included | Not included |
| Priority Customer Support | Not included | Not included | Not included |
| No Expiration Date | Not included | Not included | Not included |
| 15% Extra Discount | Not included | Not included | Not included |
| Start Free Trial | Get Plan $4.99 | Get Plan $50.90 |
Secure & Encrypted Payments via Stripe
We do not save credit card information on our website.
FAQ
Straight answers before you join.
Is this ready for GST/HST registered businesses?
Yes. Documents can show your GST/HST number, apply the right provincial rates, and break out tax so your bookkeeper is not reconstructing it later.
Do I need a credit card for the free trial?
No. Sign up with your email and password. You get full access for 30 days with no credit card. You only enter payment details if you choose a paid plan after the trial.
How can I cancel my account?
Sign in, open Profile, and choose Cancel account. That stops the subscription. You can still use QuoteAndBill until the end of the current period. Your estimates and invoices stay stored for 90 days, and you can subscribe again later.
Do I have to create an estimate before I invoice?
No. A quote is optional. Create an invoice directly, or convert an estimate into an invoice in one click without rebuilding the job.
Can I take Interac e-Transfer?
QuoteAndBill is not a payment processor for your customers. You put your e-Transfer email or instructions on the invoice, then mark it paid when funds arrive — the way most Canadian shops already work.
Can I invoice clients in more than one province?
Yes. Tax follows the client’s province or territory — HST, GST plus PST or RST, GST plus QST, or GST only — and the split shows on the document in CAD.
What happens when the free trial ends?
You can still log in and your data stays safe. Subscribe to unlock customers, estimates, invoices, and reports.
Can I print reports or export them?
Yes. Run sales, sales tax, and customers aging reports, then print them, save as PDF, or export to Excel.
What types of reports can I run?
Customers Report, Product / Services Report, Estimates Report, Sales Report, Tax Report, Customers Statement, Invoices Report, Unpaid Invoices Report, Payment Report, and Credit Note Report. You can print them, save as PDF, or export to Excel.
Do you replace accounting software?
No. QuoteAndBill is for quoting and billing. Export or hand PDFs to QuickBooks, Wave, or your accountant when you close the books.
Do you save credit card information on your website?
No. We do not save credit card information on our website. Payments are processed securely by Stripe.
Get started
Start your QuoteAndBill account today.
We do not store credit card information on our website. Payments are processed securely by Stripe. No US-dollar surprise pricing.