Invoicing & Estimates
Invoicing & Estimates
Build a professional estimate, get it e-signed by your client, convert it to an invoice once approved, and record payments as they come in — cash, card, e-transfer, whatever the client used.
Included on every plan, with limits. See Pricing.
Turn an estimate into an invoice
Create an estimate, add your work, and convert it to an invoice.
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Start a new estimate.
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Pick your client.
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Add your work: a name, a description, the quantity, the unit and the price for each line.
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Create the estimate.
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Tap Convert to Invoice once the client has approved it.
Record a deposit and get paid in full
Log a deposit on an invoice, then collect the remaining balance.
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Open your invoice.
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Record a deposit: the amount, the date and how it was paid.
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Tap Collect remaining balance to fill in what is still owing, then record it.
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The invoice shows Paid in full, and the payments are counted in your HST.
Get an estimate signed online
Send your client a link, let them sign on their phone, then invoice the approved estimate.
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Create your estimate: pick the client and add your work.
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Send the link: tap Send, then Copy link, and pass it to your client.
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Your client opens the link on their phone, reads the estimate and signs it.
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The estimate shows as signed. Open the invoice made from it.
Create a professional, itemized estimate in a few taps — pick a client, add line items, and TaxSnap calculates HST and totals for you. Once your client approves, convert it into an invoice with one click, no retyping anything.
When an estimate is ready for approval, send your client a signature link by email, or copy it to share however you like. They review the estimate and type their name to confirm — no app or account required on their side — and the estimate is timestamped the moment they sign.
Log payments as they come in — a deposit, a partial payment, or paid in full — in whatever form the client actually used. Invoice status (draft, sent, partially paid, paid) updates automatically based on what's been recorded, and every invoice's PDF carries your business logo and details.
Share a PDF straight from your phone's share sheet (WhatsApp, Messages, email, and more) on mobile, or email or download it directly on desktop — whichever works for how you run your business.
Have more questions? See our FAQReady to leave the paperwork behind?
Install TaxSnap on your phone
No app store needed - it installs straight from this page.
iPhone & iPad
In Safari, tap the Share icon, then "Add to Home Screen".
Android
Open this page in Chrome, then tap Install when prompted.