If you're an entrepreneur in Quebec, you know the dance: every invoice has to include GST (5%) and QST (9.975%). It sounds simple, but when you're handling 50 invoices a month with different amounts, tax-exempt items, and clients across several provinces, the errors pile up fast. And a tax error can cost you dearly during a Revenu Québec audit.
Real-time automatic calculation
In toncrm.io, you enter the pre-tax amount for each line of your invoice. GST and QST are calculated automatically and shown on each line. The total adjusts in real time. You can add, remove, or edit lines — the calculations redo themselves instantly. No need to pull out the calculator or check by hand.
You can also create tax-exempt items if needed. Some professional services, basic food products, or medical services are exempt — the system handles both cases on the same invoice without flinching.
Quote to invoice in one click
The typical entrepreneur's workflow: you create a quote for your client. You send it. They accept. And then? With most tools, you have to recreate an invoice from scratch. With toncrm.io, one click and the quote turns into an invoice with all the amounts, taxes, client information, and payment terms already filled in. No re-entry, zero risk of a transcription error. To learn more about this workflow, read our article on managing quotes and estimates.
Smart sending and tracking
Invoices are sent by email directly from toncrm.io. You see in real time if the client has opened the email, viewed the invoice, and when payment is made. No more wondering whether the client received your invoice — you know.
Automatic reminders are sent based on your settings: day 7, day 14, day 30 — without you having to think about it. The tone of the reminders is professional and customizable. You can even set up a firmer final reminder for accounts 60+ days overdue.
Two-way QuickBooks sync
If you use QuickBooks Online, toncrm.io syncs your invoices automatically. The right GST/QST accounts are mapped correctly, payments are reconciled, and invoice numbers stay consistent between the two systems. No more double entry between your CRM and your accounting. Your CPA accountant will thank you.
Quarterly tax reports
At the end of the quarter, toncrm.io generates a report with the total GST and QST collected, broken down by month. No more pulling out the calculator or digging through your invoices one by one. You export the report as a PDF or CSV and send it to your accountant. The report also includes the GST/QST amounts you paid on your expenses, to make it easier to calculate your input tax credits (ITCs).
Recurring invoices
For clients with monthly contracts, toncrm.io generates and sends the invoices automatically each month. You set it up once, and the system takes care of the rest. Taxes are recalculated on every invoice, so if the rates change (it happens), your invoices stay compliant.
Automatic GST/QST invoicing is available on all toncrm.io plans, starting at $79/month. It's one of the features our users appreciate most — because it eliminates a chore nobody likes doing.
