Product · Invoicing & payments
Invoices out. Money in. The chasing, automated.
Interac e-transfer matched automatically, card payments online, EFT remittances read for you — and reminders that do the following-up so you don’t have to.
Getting paid
Every way your clients actually pay.
E-transfers get matched to their invoices automatically — you confirm each match before it books, so the books stay yours. Cards are paid online from the invoice or the portal. EFT remittance advices are read and reconciled for you.
- Interac e-transfer auto-match — confirm-first, always
- Card payments online, from the invoice or the client portal
- EFT remittances read and reconciled
- Overdue reminders with a Pay Now link
- Quotes, invoices, payments and expenses — one system
- GST/HST by province, done correctly
- Branded invoices on your letterhead
Knowing where you stand
The numbers, without the spreadsheet night.
Twenty-one named reports come with the app — Job Profitability, Underwater Jobs, A/R Aging, Sales Tax, T5018 among them. On Company, upload your bank statement and the bookkeeping categories are done.
- Twenty-one named reports, ready to open
- Sales dashboard — outstanding invoices, quotes, tax owing, analytics
- Bookkeeping — upload your bank statement, the categories are done
- Job Profitability and Underwater Jobs, by job
- A/R Aging — who owes what, for how long
- Sales Tax and T5018, ready for filing season
- Works with your accountant — QuickBooks and Xero export
See it on one of your real jobs.
A walkthrough runs your own workflow through Daybook — bring a quote, a messy email thread, or a week of scheduling.
14-day free trial on Crew · no card required