Invoicing From the accepted quote to the invoice, nothing retyped
From quote to invoice in one tap.
The accepted quote becomes the invoice: same lines, same taxes, your terms. Net 30 or on receipt, as you set it, sent before you leave.
14-day free trial. No credit card required.
- Get paid 30% faster
- Batch up to 50 invoices at once
- Card, bank transfer or pay-by-link
Quote Contact
(514) 555-0133Mobile
emilie.roy@example.comPersonal
1510 avenue Laurier E, Montréal QC H2J 1H7Jobsite
| 50 A GFCI breaker, hot tub | $285.00 |
| 6 AWG cable, conduit and fittings | $410.00 |
| Labour, electrician · 5 h × $120 | $600.00 |
| Permit and inspection | $315.00 |
Subtotal$1,610.00
GST 5%$80.50
QST 9.975%$160.60
Total$1,851.10
Billing Contact Change contact
emilie.roy@example.comPersonal
1510 avenue Laurier E, Montréal QC H2J 1H7Jobsite
Date
| 50 A GFCI breaker, hot tub | $285.00 |
| 6 AWG cable, conduit and fittings | $410.00 |
| Labour, electrician · 5 h × $120 | $600.00 |
| Permit and inspection | $315.00 |
Subtotal$1,610.00
GST 5%$80.50
QST 9.975%$160.60
Total$1,851.10
Trusted by service businesses across North America
One job
From the last screw to the deposit slip
What a single service call looks like once invoicing happens in the field.
- 3:40 p.m.Job closed on the phone
Parts and hours are already on the work order. The tech taps "invoice".
- 3:42 p.m.Invoice sent by text
Branded, with a pay-by-link button. The customer sees it before the van is out of sight.
- 3:55 p.m.Paid by card
Or by bank transfer. The status flips to paid; the timeline records it.
- OvernightBooked
The transaction syncs to QuickBooks, Sage or Acomba. Nothing to retype.
- Day 7Reminder, if needed
For the ones that lag, a polite reminder goes out on its own.
Three seats
Field, office, customer
The same invoice, seen from where each person sits.
Pull up any quote or invoice, anywhere
Answer a customer's question on the spot, then send the invoice the moment the visit closes. Parts and hours flow in from the work order.
- Invoice from the visit, on the phone
- Email, text or print
- Payment taken on site by card
(514) 555-0120Mobile
9200 boulevard Métropolitain E, Montréal QC H1J 1K7Main
| Item | Qty | Rate | Total |
|---|---|---|---|
| Temporary service panel, 100 A | 1 | $1,450.00 | $1,450.00 |
| Site lighting, phase 2 | 1 | $960.00 | $960.00 |
Subtotal$2,410.00
GST 5%$120.50
QST 9.975%$240.40
Total$2,770.90
Amount received$0.00
Balance$2,770.90
Fifty invoices, a few clicks
Batch invoicing for the end of a route or a month of contracts. Templates carry your logo and payment terms. Status filters show who has paid and who hasn't.
- Batch invoicing, up to 50 at a time
- Recurring invoices for monthly customers
- Search and filter by status; see each invoice's timeline
| Number | Contact | Status | Date | Method | Amount |
|---|---|---|---|---|---|
| 0014 | BHL Construction | Paid | Sep 24, 2026 | VISA | $2,770.90 |
| 0001 | James O’Brien | Paid | Oct 1, 2026 | Interac | $1,500.00 |
| 0010 | Pierre Côté | Paid | Sep 28, 2026 | Cash | $569.13 |
| 0009 | David Chen | Paid | Sep 29, 2026 | VISA | $550.73 |
| 0011 | Michael Kaplan | Paid | Sep 27, 2026 | Mastercard | $482.90 |
Paid from the couch
The invoice arrives with a link. Card or bank transfer, a payment plan if you offered one, and every past invoice in their portal.
- Pay-by-link, no account needed
- Flexible payment schedules
- History in the customer portal
Your jobs
Request a job| # | Date | Status | Services | Address |
|---|---|---|---|---|
| 0042-0001 | Thu Oct 8 | Scheduled | Driveway snow removal | 5904 Park Avenue, Montréal |
Questions? Chat with Northline
Your quotes
Questions? Chat with Northline
Your invoices
Questions? Chat with Northline
No more paper
The invoice book stays in the glovebox
Ditching paper invoices has never been easier. Everything you used to write twice now moves from the visit to the invoice on its own.
- Professional documents with your logo and branding
- Customizable payment schedules
- Never forget another invoice
The details
What changes on billing day
The mechanics, beside the owner who counted the hours.
“After several years, I've finally found the time to enjoy life. I save more than an hour a day on paperwork alone. That's over 30 hours a month.”
Templates and quick actionsQuote or work order to invoice, one click
Templates carry your branding and terms. Quick-action buttons turn a quote, a work order or a timesheet into an invoice without retyping a line.
Batch invoicingUp to 50 invoices in a few clicks
End of a route, end of a month of contracts: select the visits, send the batch, done.
Status tracking and remindersWho paid, who didn't, without a spreadsheet
Filter by status, open any invoice's timeline, and let automatic reminders handle the slow ones.
Accounting syncQuickBooks, Acomba, Sage
Transactions sync to your accounting system so month end is a review, not a data-entry weekend.
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Can I create recurring invoices?
Yes. For customers you visit every month, set the invoice to recur once and Plannit sends it on schedule.
Where can I use Plannit?
On your phone, tablet or computer, anywhere you have Wi-Fi or a cell connection, with 99.99% availability.
Is invoicing in every plan?
Yes. Invoicing is on every plan, including the 14-day free trial. Contract renewals and batch invoicing start on Premium; see the pricing page.
Which accounting systems does Plannit sync with?
QuickBooks, Acomba and Sage. Invoices and payments sync so you avoid double entry.