Frequently Asked Questions
How do I create my first invoice?
Go to the Invoices tab and tap the + button. Fill in your client's details, add line items with descriptions and amounts, set tax rates if applicable, then tap Preview to review and send via email.
Can I convert a quote to an invoice?
Yes! Open any sent quote, then tap Convert to Invoice. All the line items, client info, and any deposits already received will be carried over to the new invoice automatically.
How do I record a payment?
Open an invoice or quote, then tap Record Payment. You can record full or partial payments, choose the payment method (e-Transfer, cash, cheque, etc.), and the dashboard will update automatically.
How are taxes calculated?
InvoiceRemit uses cash-basis accounting. Tax is only counted when payment is received. Your Tax Summary report shows the GST/HST collected on fully-paid invoices within your selected time period.
Can I customize my invoice look?
Yes! Go to Settings → Logo & Branding to upload your logo and set brand colors. When previewing an invoice or quote, you can choose from multiple templates (Classic, Modern, Bold, Elegant, and more).
How do I export invoices as PDF?
You can export individual invoices when previewing them, or use the Select & Export feature in the Invoices tab to batch-export up to 25 invoices at once as PDF files.
Where can I find my reports?
Go to Settings → Reports. You'll find Invoice Summary, Quote Summary, Payment Summary, Tax Summary, and Client Statements. You can also access some reports by tapping the dashboard panels directly.
Is my data safe?
Your data is stored securely on your device. InvoiceRemit does not share your business data with third parties. We recommend backing up your device regularly.