Send the invoice. Track what got paid.
Create the invoice, email a branded PDF with your e-transfer instructions, and record the payment when it arrives. A monthly run can repeat that for a set number of months.
What an invoice includes
A branded PDF
Your logo, your business name, and the line items as they were when you sent the invoice. Editing a service in the catalogue later does not rewrite an invoice you have already sent.
Emailed to the client
Send from Crumbli. The client gets the PDF and the payment details you configured. You can edit the invoice while it is still a draft; the number is assigned when you send.
How you want to be paid, printed on the invoice
Interac e-transfer is the method turned on by default. It prints once you add the address clients should send to, and the invoice asks them to put the invoice number in the message. EFT, cheque, and cash stay off until you turn them on. Crumbli prints the instructions. It does not collect the payment.
Payment tracking
Mark what arrived: e-transfer, cash, cheque, card, or other. Partial payments are recorded, including a payment from someone other than the client. The list shows draft, sent, partially paid, paid, and void. Overdue is a sent invoice past its due date.
Tax per line, as GST/HST treats the supply
Each line is taxable, exempt, or zero-rated. A GST/HST registration number prints when the business is registered. An unregistered business gets an invoice with no tax section. Quebec sales tax is not calculated; a GST-registered Quebec business sees a note on the invoice saying so.
The same invoice, once a month, for a set run
Turn on repeat monthly for 1 to 36 months. Each month is its own invoice. You choose whether Crumbli emails it or saves a draft for you to send.
Bring your QuickBooks invoices with you
With QuickBooks Online connected, Integrations offers Migrate invoicing from QuickBooks. You preview, then confirm a read-only copy of your customers, service items, and invoice history, including paid, partially paid, sent, and void. You run the migrate once when you want it. Nothing is sent back to QuickBooks.
From draft to paid
- 1
Add the client and the services you bill
Clients can carry an email, an address, and an optional reference a payer already uses. Services are templates (description, rate, and tax treatment) that a new invoice copies onto its lines.
- 2
Set how you get paid
On invoice settings: due days, logo, terms, and which payment methods to print. E-transfer asks for the address clients should send to.
- 3
Send the PDF
Review the draft, then email it. The invoice number is claimed at send, in the form of the date plus a daily sequence.
- 4
Record the payment when it lands
Enter the amount, the date, and the method. A second payment can close the balance. Void is there when the invoice should not be collected.
Not included
- Invoices you create in Crumbli are not pushed to QuickBooks Online. Approved receipts still sync. An imported history is a copy and is not sent back.
- Crumbli does not pull the money. There is no card checkout on the invoice.
- Quebec sales tax (QST) is not calculated.
- Invoicing is on the Business plan. The Educator plan is the school-supply workspace.
What is included: a numbered PDF, an email, the amount to e-transfer, and a list of what is still open. Practices that need a designation or registration number on the document can put those on the PDF. Receipt capture still covers photo, PDF, email forward, Slack, and Gmail. See capture paths.
Pricing
Customer invoicing is included on the Business plan: $10 per month per business (200 receipts included), or $96 for the year. Prices in Canadian dollars. The plan includes a 30-day free trial. Invoices are not metered as receipts.