Clear Bill

Everything your business needs in one place

Clear Bill handles the complexity of Canadian billing and expensesso you can focus on running your business. Here's what's included.

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Automatic Canadian Tax Calculation

Clear Bill knows Canadian tax law so you don't have to memorize rates. Select your province and taxes are applied automatically to every invoice — GST, PST, HST, or QST.

  • All 13 provinces and territories supported
  • GST, PST, HST, and QST handled automatically
  • Per-line-item tax control with tax-exempt toggle
  • CRA-compliant rounding (per-item, then sum)
  • Quebec labels (TPS/TVQ) displayed correctly

Tax breakdown — Ontario (HST 13%)

Web Design Services (1 x $500.00)$500.00
Stock Photos (10 x $15.00)$150.00
Travel ReimbursementTAX EXEMPT
Subtotal$735.00
HST (13%)$84.50
Total$819.50
CB

INV-0042

March 28, 2026

Paid
ClientMaple Creek Consulting
Amount$1,130.00
StatusPaid on Mar 30

Create, Send, and Track Invoices

Create professional invoices in under a minute. Add line items, set dates, and let Clear Bill handle the math. Then send, track, and get paid — all in one place.

  • Invoice in CAD or USD — payments auto-link to money accounts
  • Auto-generated invoice numbers with custom prefix
  • Add unlimited line items with quantity and rate
  • Save as draft, edit anytime before sending
  • Duplicate invoices for recurring clients
  • Void invoices while preserving your records
  • Full invoice lifecycle: Draft → Sent → Viewed → Paid
  • Record partial payments and track remaining balances
  • Payment history with void/audit trail per invoice
  • Filter invoices by status, client, and date range
  • Revenue categorization with GIFI codes

Professional PDFs & Email Delivery

Generate clean, branded PDF invoices and email them to your clients with a single click. No more switching between apps to create, export, and send.

  • Professional A4 PDF layout with your business details
  • Email invoices directly to clients as PDF attachments
  • Send payment reminders for overdue invoices
  • Download PDFs for your own records anytime
  • Your business name, address, and CRA number on every invoice
INV-0042.pdf

Your Business Name

123 Main St, Vancouver, BC

GST/HST: 123456789RT0001

INVOICE

INV-0042

Bill To:

Maple Creek Consulting

DescriptionRateAmount
Web Design$500.00$500.00

HST (13%): $65.00

Total: $565.00

Your Clients

M

Maple Creek Consulting

sarah@maplecreek.ca

12 invoices

Active
N

Northern Lights Photography

alex@nlphoto.ca

8 invoices

Active
P

Pacific Rim Designs

team@pacificrim.ca

3 invoices

Active
O

Old Client Inc.

info@old.ca

1 invoices

Archived

Client Management

Save your clients once and reuse their details across every invoice. Search, filter, and archive clients to keep your workspace organized.

  • Store client name, email, phone, and full address
  • Client details auto-populate on new invoices
  • Search clients instantly by name
  • Archive inactive clients without losing history
  • Internal notes visible only to you

Dashboard at a Glance

See the health of your business the moment you log in. Four key metrics and your recent invoices — all on one screen.

  • Total outstanding balance across all unpaid invoices
  • Revenue collected this month and this year
  • Overdue invoice count highlighted in red
  • 10 most recent invoices with status badges
  • One-click access to create new invoices

Outstanding

$4,250.00

This Month

$8,430.00

This Year

$52,180.00

Overdue

$1,100.00

INV-0045-Northern Lights
$850.00Sent
INV-0044-Pacific Rim
$1,200.00Overdue
INV-0043-Maple Creek
$560.00Paid

Set up in minutes, not hours

A simple 4-step wizard gets your business profile ready. Then start invoicing immediately.

1

Business Info

Enter your business name, email, and phone number

2

Address

Add your address and select your province for tax rates

3

CRA Details

Optionally add your GST/HST registration number

4

Start Invoicing

Review your profile and create your first invoice

Every province and territory covered

Clear Bill automatically applies the correct tax rates for your province— whether it's GST-only, GST+PST, or HST.

Province / TerritoryGST / HSTPST / QSTCombined
Alberta (AB)5% GST5%
British Columbia (BC)5% GST7% PST12%
Manitoba (MB)5% GST7% PST12%
New Brunswick (NB)15% HST15%
Newfoundland & Labrador (NL)15% HST15%
Northwest Territories (NT)5% GST5%
Nova Scotia (NS)15% HST15%
Nunavut (NU)5% GST5%
Ontario (ON)13% HST13%
Prince Edward Island (PE)15% HST15%
Quebec (QC)5% TPS9.975% QST14.975%
Saskatchewan (SK)5% GST6% PST11%
Yukon (YT)5% GST5%

Recent Expenses

Office Supplies (GIFI 8811)

Mar 28 · $18.53 HST

$142.50

Software Subscription (GIFI 8760)

Mar 25 · $6.50 HST

$49.99

Client Lunch (GIFI 8523)

Mar 22 · $10.18 HST

$78.30

Printer Ink (GIFI 8811)

Mar 20 · $8.45 HST

$65.00

Expense Tracking

Log every business expense with CRA-standard GIFI categories, track the tax you paid, and upload receipts — all in one place.

  • Record expenses in CAD or USD — auto-linked to money accounts
  • GIFI-coded expense categories for CRA compliance
  • Upload and attach receipt images to each expense
  • Track GST, HST, PST, or foreign tax on every expense
  • Void expenses while preserving your audit trail
  • Filter and search expenses by date, category, or amount
  • Manage vendors with full contact details
  • Add custom GIFI categories for your business
  • Filter reports by vendor

CRA-Ready Tax Reports

Generate the tax summaries you need for CRA filing. See exactly how much tax you collected versus what you paid, and export everything your accountant needs.

  • Quarterly, annual, or custom date range tax report generation
  • Tax collected vs Input Tax Credits (ITCs) summary
  • GIFI-coded expense summary for T2 corporate returns
  • Download reports as CSV for your accountant
  • Revenue categorized by GIFI code automatically

Q1 2026 Tax Summary

Revenue (invoiced)$24,500.00
HST Collected$3,185.00
Expenses (total)$6,230.00
HST Paid (ITCs)$809.90
Net Tax Owing$2,375.10

Vendor Management

Keep track of your suppliers and service providers. Link vendors to expenses for better organization and faster data entry.

  • Store vendor contact details and addresses
  • Link vendors to expenses automatically
  • Filter expenses by vendor
  • Archive inactive vendors

Your Vendors

Office Depot

12 expenses

$1,847.50

Rogers Business

6 expenses

$594.00

Staples

8 expenses

$423.20

Profit & Loss Report

Total Revenue$24,500.00
Total Expenses$6,230.00
Net Income$18,270.00

Profit & Loss Report

See your business performance at a glance. Track revenue vs expenses over any period with category breakdowns and CSV export.

  • Revenue and expense breakdown by GIFI category
  • Custom date range selection
  • Export to CSV for your accountant
  • Visual net income summary

Payment Reminders

Get paid faster with one-click payment reminders. Send professional reminder emails to clients with overdue or outstanding invoices.

  • One-click reminder from invoice detail page
  • Automatic overdue detection and messaging
  • Professional email template with invoice details
  • Track when reminders were sent

Overdue: Invoice #INV-0042

Ren Jobin · Due Mar 15, 2026

$1,250.00Send Reminder

Recurring Schedule

Ren Jobin

Monthly · Next: May 1, 2026

$2,000.00

Acme Corp

Quarterly · Next: Jul 1, 2026

$5,500.00

Design Co

Bi-weekly · Next: Apr 18, 2026

$750.00

Recurring Invoices

Set up automatic invoicing for retainer clients and subscription services. Choose your frequency and let Clear Bill handle the rest.

  • Weekly, bi-weekly, monthly, quarterly, or annual schedules
  • Auto-send invoices to clients on generation
  • Email notifications when invoices are created
  • Pause and resume anytime

Estimates & Quotes

Create professional estimates and convert them to invoices with one click when your client approves.

  • Separate EST- numbering for estimates
  • Send estimates to clients for approval
  • One-click conversion to invoice
  • Duplicate estimates for similar projects
EST-0012Draft

Website Redesign Project

$4,500.00

Convert to Invoice

Exchange Rates

1 USD= 1.3650 CAD
Effective fromApr 1, 2026

Multi-Currency Support

Invoice and record expenses in CAD or USD. Set exchange rates by date, and reports automatically convert everything to CAD.

  • Invoice and record expenses in CAD or USD
  • Payments and expenses auto-link to currency money accounts
  • Manage USD-to-CAD exchange rates by date
  • Reports automatically convert to CAD
  • Foreign tax tracking for non-Canadian purchases

Invoice Customization

Brand your invoices with your accent color and include payment terms automatically on every PDF.

  • Choose your brand accent color with a visual picker
  • Add payment terms shown on every PDF
  • Custom invoice prefix (INV, BILL, etc.)
  • Your business logo and details on every invoice

INVOICE

#INV-0042

Your Company

Payment Terms

Net 30 days from invoice date

Your accent color and terms on every PDF

Money Accounts

CAD Operating Account$12,450.00
USD Operating AccountUS $3,200.00

Balances update automatically with every transaction

Money Accounts

Track running balances in CAD and USD. Payments and expenses auto-link to your accounts. Record loans, dividends, salary, and owner draws with a full transaction history.

  • Per-currency running balances (CAD and USD)
  • Payments and expenses auto-link to accounts
  • Record loans, dividends, salary, and owner draws
  • Full transaction history for every account

Ready to simplify your billing?

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