Estimate to invoice
Keep revision history. Convert accepted quotes, or bill a deposit first and the remainder later.
Built for Canadian work
Estimates and invoices that already know GST, HST, PST, and QST.
Estima helps contractors, IT professionals, and small businesses quote faster, bill accurately, and record customers payments — without wrestling a spreadsheet or a US-first invoicing tool.
- GST / HST / QST / PST by provinceEstimate → invoice in one click
- Issue invoice directlyRecord customer paymentsCreate products and services
- Assign sales tax to products and servicesSales tax report
- Customers aging reportPrint report, save as PDF or export into Excel
No credit card required for the trial.
Trusted by the people who actually send the invoices
- General contractors
- Electricians & HVAC
- IT Professionals
- Consultants
- Studios & shops
The workflow
Create an Invoice Directly or Start with a Quote
A quote is optional. Create an invoice directly whenever you need one, or convert a quote into an invoice in one click. Canadian sales tax options and automatic document numbering are built in.
- 01
Estimate if you need a quote
Line items, notes, and client information when you want to quote first. Skip this step anytime and go straight to an invoice.
- 02
Create the invoice
Issue an invoice directly, or convert an estimate without rebuilding the job. Quotes are optional — not required.
- 03
Record the payment
When the customer pays by e-Transfer, cheque, or another method you already use, record it on the invoice.
- 04
Run the reports
See sales, sales tax, and customers aging. Print a report, save as PDF, or export to Excel.
Features
Made for trades, IT professionals, and small shops.
Whether self employed or small incorporated.
Progress & retainers
Draw against a contract, invoice milestones, or bill monthly managed services without a new spreadsheet.
Client records
Store billing addresses, shipping addresses, and default payment terms per client, plus an unpaid invoice report for each client.
Credit notes
Issue a credit note, apply it to an unpaid invoice, and keep a clear record of the original bill and the adjustment.
PDF that looks paid-for
Clean documents with your logo, CRA-friendly invoice numbers, and a tax breakdown clients can actually follow.
Your dashboard
Your home screen shows the important numbers and a short list of current activity — so you can see what is going on and pick up the next job without hunting for it.
Who it’s for
Three kinds of Canadian businesses. One billing home.
Contractors
Job costing that survives change orders
Estimates for site work, extras as new line items, deposits before materials land. Built for how jobs actually move.
IT professionals
Projects, hours, and monthly retainers
Bill implementation work, then keep the client on a support agreement — without mixing two tools.
Small businesses
Invoices that match how Canada taxes you
Province-aware tax, CAD totals, and documents you can hand to your bookkeeper without a cleanup pass.
Testimonials
Shops that already bill this way.
Contractors, IT teams, and small businesses across Canada use Estima to quote, tax, and invoice in CAD.
I used to rebuild every accepted estimate in Excel. Now I convert it, HST is already on the page, and the client pays by e-Transfer the same week.
Jasmeet SandhuOwner, Sandhu HVAC — Brampton, ON
Retainers and project invoices used to live in two tools. Estima keeps GST and QST honest for our Montréal clients without me babysitting the rates.
Marc-André PelletierPrincipal, NordCloud MSP — Montréal, QC
My bookkeeper stopped asking me to “fix the tax line.” Clients in BC see GST and PST split clearly, and the PDFs look like a real shop sent them.
Priya ChenFounder, Cedar & Co. Studio — Vancouver, BC
Canadian tax
Pick a province. Estima does the rest.
US invoicing tools treat Canada as an afterthought. Estima applies GST, HST, QST, or PST from the client’s province, shows the split on the document, and keeps totals in CAD.
- ✓ HST in ON, NB, NL, NS, PE
- ✓ GST + PST in BC, SK, MB
- ✓ GST + QST for Québec
- ✓ GST-only for AB, NT, NU, YT
Pricing
Simple CAD pricing. No per-invoice gotchas.
Start free for 30 days, then stay on for CAD $4.99 a month. Cancel anytime.
Free trial
30 days
No Credit Card Required
- Full access for 30 days
- Unlimited estimates & invoices
- GST/HST/PST/QST profiles
- Print reports, Save as PDF or Export to Excel
After trial
Estima
$4.99 / month CAD
- Everything in the trial
- Client portal & deposits
- Reminders & retainers
- Cancel anytime
FAQ
Straight answers before you join.
Is this ready for GST/HST registered businesses?
Yes. Documents can show your GST/HST number, apply the right provincial rates, and break out tax so your bookkeeper is not reconstructing it later.
Do I need a credit card for the free trial?
No. Sign up with your email and password. You get full access for 30 days with no credit card. You only enter payment details if you choose a paid plan after the trial.
How can I cancel my account?
Sign in, open Profile, and choose Cancel account. That stops the subscription. You can still use Estima until the end of the current period. Your estimates and invoices stay stored for 90 days, and you can subscribe again later.
Do I have to create an estimate before I invoice?
No. A quote is optional. Create an invoice directly, or convert an estimate into an invoice in one click without rebuilding the job.
Can I take Interac e-Transfer?
Estima is not a payment processor for your customers. You put your e-Transfer email or instructions on the invoice, then mark it paid when funds arrive — the way most Canadian shops already work.
Can I invoice clients in more than one province?
Yes. Tax follows the client’s province or territory — HST, GST plus PST or RST, GST plus QST, or GST only — and the split shows on the document in CAD.
What happens when the free trial ends?
You can still log in and your data stays safe. Subscribe to unlock customers, estimates, invoices, and reports.
Can I print reports or export them?
Yes. Run sales, sales tax, and customers aging reports, then print them, save as PDF, or export to Excel.
Do you replace accounting software?
No. Estima is for quoting and billing. Export or hand PDFs to QuickBooks, Wave, or your accountant when you close the books.
Get started
Create your Estima account today.
We do not store credit card information on our website. Payments are processed securely by Stripe. No US-dollar surprise pricing.