AP & AR
Invoicing
Customer invoices are drafted from your rate card or contract, checked for the correct GST or provincial HST rate, and sent on the schedule your agreements call for, with a full record kept of every invoice issued and matched to the order behind it.
Aged receivables
Illustrative client · August 2026
CAD
| Customer | Current | 1-30 | 61+ | |
|---|---|---|---|---|
| Customer A | 18,400 | - | - | - |
| Customer B | 9,250 | 4,100 | - | - |
| Customer C | - | 6,780 | 2,200 | - |
| Customer D | 12,600 | - | - | - |
| Customer E | - | - | - | 1,450 |
| Total | 40,250 | 10,880 | 2,200 | 1,450 |
Illustrative. An example of the document, not a client's figures.
Getting the tax rate right on every invoice
An invoice with the wrong sales tax rate on it is a problem twice: once when the customer questions it, and again when your GST/HST return does not match your books. Each invoice we draft applies the correct rate for where the supply is made: the federal 5 percent GST in provinces without a harmonized tax, or the applicable HST, which runs from 13 percent in Ontario up to 15 percent in Nova Scotia, New Brunswick, Newfoundland and Labrador, and Prince Edward Island.
From contract to invoice
Invoices are drafted from your rate card, signed contract or sales order, not typed from scratch each time. Quantities, terms and pricing are checked against the underlying agreement before anything is sent, so a typo or an outdated price does not go out to a customer. Recurring invoices for subscription or retainer customers are scheduled so nothing is missed at month end.
Connected to what you already use
Invoices are issued through QuickBooks Online or Xero, or through a connected billing tool where your sales process already runs one, provided it syncs cleanly to your ledger. Tell us your stack during onboarding and we confirm the exact setup before your first invoice goes out.
A clean audit trail
Every invoice issued is recorded and matched to the order or contract behind it, so when a customer questions a charge, or your accountant asks for support behind a GST/HST return, the answer is one lookup away rather than a search through old emails.
Questions
Frequently asked questions: Invoicing
Do you apply the right GST or HST rate automatically?
Yes. The rate applied follows where the supply is made, the federal 5 percent GST in non harmonized provinces or the applicable HST rate, which currently runs 13 to 15 percent depending on the province.
Can you send invoices directly to our customers?
Yes, through the branding and email address you choose, with GST or HST applied at the correct provincial rate before it goes out.
Can you invoice from our CRM or billing system?
In most cases yes, where the tool connects to QuickBooks Online or Xero. Tell us your stack during onboarding and we confirm the exact setup.
What exactly is included in invoicing?
Invoices drafted from your rate card, contract or sales order, and invoices reviewed for correct customer, terms and pricing before sending. This work runs inside QuickBooks Online or Xero, whichever your business already has in place, and it rolls into your regular monthly close rather than sitting off to the side as a separate, unreconciled process.
What happens to our invoicing records if we switch providers?
Everything stays inside your own QuickBooks Online or Xero account, so the full history transfers with the subscription, not with Finbryn. You can hand invoicing to another provider or bring it in-house at any point without losing a reconciliation or having to rebuild the file first.
Can you invoice directly from our CRM or billing system?
In most cases yes, where the tool connects to QuickBooks Online or Xero. Tell us your stack during onboarding and we will confirm the exact setup.
Who decides pricing and discounts on an invoice?
You do. We invoice against the contract, rate card or sales order you give us and flag anything that looks inconsistent with it.
How do we get started with invoicing?
Getting started with invoicing begins with a short review of your current records and software access. Once that is done we confirm scope and timing in writing, and ongoing work begins on the schedule agreed with you.
What if our records for invoicing are not up to date?
If your records are behind, we scope a catch-up first so invoicing starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.
Related services
- AP & ARCollectionsOverdue invoices are followed up on a set cadence, with reminders sent and calls logged, so slow-paying customers get consistent attention without you having to chase them yourself.
- AP & ARAged receivables reportAn aged receivables report is prepared each month, showing what customers owe and how overdue it is, so you can see collection risk before it becomes a cash problem.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.