Help Center

To start using Clear Bill, you need to create a free account. No credit card is required.

1. Open your browser and navigate to app.clearbill.ca/signup.
2. Enter your full name, email address, and create a password (minimum 6 characters).
3. Confirm your password by entering it again.
4. Click "Sign Up" to create your account.

After signing up, Clear Bill sends a verification email to confirm your address.

1. Check your inbox for an email from Clear Bill. Check your spam or junk folder if you don't see it.
2. Click the confirmation link in the email. This will verify your account and redirect you to the app.
3. If the email didn't arrive, click "Resend Verification Email" on the verification screen.

After verifying your email and logging in for the first time, a 4-step onboarding wizard helps you set up your business information. This information appears on your invoices.

The Dashboard is your home screen. Four metric cards give you a quick financial overview:

Below the metrics, you'll see your 10 most recent invoices with invoice number, client name, due date, total, and status. Click any invoice to view its details, or use "View All" to see your complete invoice list.

Client information is stored and reused across invoices, saving you time.

1. Click Clients in the navigation menu.
2. Tap the blue + button in the bottom-right corner.
3. Fill in the client's name (required), email, and phone number.
4. Add their street address, city, province, and postal code. This appears on the invoice.
5. Optionally add internal notes (visible only to you, not on invoices).
6. Click "Save".

Editing

Tap on a client's name in the list to edit their details. Changes will not affect previously sent invoices.

Searching

Use the search bar at the top of the client list to find clients by name. The list filters in real time as you type.

Archiving

If you no longer work with a client, archive them instead of deleting. Archived clients are hidden from the default list and the invoice client selector.

• Open the client and select "Archive" from the action menu.
• Toggle "Show Archived" on the client list to see archived clients.
• To restore, open the archived client and select "Unarchive".

1. Click Invoices in the navigation menu.
2. Tap the blue + button in the bottom-right corner.
3. Select a client from the dropdown (only active clients are shown).
4. Set the issue date (defaults to today) and due date.
5. Add one or more line items (see below).
6. Review the auto-calculated subtotal, taxes, and total.
7. Click "Save" to save as a draft.

Each invoice must have at least one line item. For each item, enter:

The amount (quantity × rate) and applicable taxes are calculated automatically. Use Add Item to add more lines and the delete icon to remove one.

Clear Bill automatically calculates the correct Canadian sales taxes based on your business province. Taxes are applied per line item and rounded to 2 decimal places before being summed. This follows CRA guidelines.

The tax summary shows:

• Subtotal — sum of all line item amounts before tax
• GST (or TPS in Quebec) — federal goods and services tax
• PST (or QST/TVQ in Quebec) — provincial sales tax, if applicable
• HST — harmonized sales tax (combined federal + provincial)
• Total — the final amount due

When you save a new invoice, it is created with a Draft status. Draft invoices can be freely edited — you can change the client, dates, line items, and amounts. Once an invoice has been sent, it can no longer be edited.

Sending an invoice emails it directly to your client with a professional PDF attachment.

1. Navigate to Invoices and tap on the invoice you want to send.
2. Select "Send" from the action menu.
3. The invoice status changes to Sent and a timestamped record is created.

Your client receives an email with the invoice details and a PDF attachment.

When you receive payment, mark the invoice as paid to keep your records accurate.

1. Open the invoice detail screen.
2. Select "Mark Paid" from the action menu.
3. Optionally record the payment method (e.g. e-Transfer, cheque, cash).

The status changes to Paid, the payment date is recorded, and the amount is reflected in your dashboard metrics.

Duplicate an invoice to quickly create a new one with the same client, line items, and amounts. This is useful for recurring services.

1. Open the invoice you want to copy.
2. Select "Duplicate" from the action menu.
3. A new draft is created with a new invoice number and today's date. Edit any details as needed.

If an invoice was sent in error or is no longer valid, void it rather than deleting it. Voiding preserves the record for your accounting history.

1. Open the invoice detail screen.
2. Select "Void" from the action menu.
3. Confirm the action in the dialog.

Download a professional PDF of any invoice for your records or to send manually.

1. Open the invoice detail screen.
2. Select "Download PDF" from the action menu.
3. The PDF opens in your browser. Use your browser's save or print function to keep a copy.

For overdue or unpaid invoices, send a reminder email to your client.

1. Open the unpaid invoice.
2. Select "Send Reminder" from the action menu.
3. Your client receives a reminder email referencing the invoice number and amount due.

An invoice moves through statuses as follows:

An invoice can be voided at any stage before being paid. Overdue status is set automatically when the due date passes.

Update your business information at any time from Settings in the navigation menu. All fields from the onboarding wizard are editable:

Business Name (required), Business Email, Phone, Street Address, City, Province (required), Postal Code, CRA Business Number, and Website.

Clear Bill automatically numbers your invoices using a prefix followed by a sequential number (e.g., INV-0001, INV-0002). The default prefix is "INV".

Customize the prefix in your business profile. For example, use your initials (JD-0001) or company abbreviation (CB-0001).

When you sign up, you get a 14-day free trial of Pro with full access. No credit card required. After the trial, your account moves to the Free plan.

Upgrading to Pro

1. Go to Settings in the navigation menu.
2. Click "Manage Subscription" or navigate to the Subscription screen.
3. Click "Upgrade to Pro".
4. Complete payment on the secure Stripe checkout page.
5. Your account is immediately upgraded with full access.

Managing your subscription

Pro subscribers can update their payment method, view billing history, or cancel by clicking "Manage Subscription", which opens the Stripe billing portal.

Clear Bill follows CRA-compliant rounding rules:

1. Per-line calculation: Each line item's taxable amount (qty × rate) is multiplied by the applicable tax rate(s).
2. Per-line rounding: Tax for each line item is rounded to 2 decimal places individually.
3. Sum totals: Rounded tax amounts from all lines are summed to produce the invoice's total GST, PST/QST, or HST.
4. Tax-exempt items: Line items marked as tax-exempt are excluded from all calculations.