The process

Four steps.
One invoice.

From first setup to first payment, GetMeInvoice is designed to be fast, obvious, and entirely out of your way. Here's exactly how it works.

01
Step one · Two minutes

Set up your
business profile

Everything GetMeInvoice needs to know about you — entered once, used on every invoice you ever create.

Add your business name or trading name, your address, your email, your phone number. Upload your logo. If you're registered for GST/HST, add your Business Number and GetMeInvoice formats it correctly — 123456789 RT 0001 — on every invoice, exactly as the CRA requires.

Set your default payment terms (Net 14, Net 30, due on receipt), your preferred currency, and your bank account or e-transfer details for payment instructions. Done. This is the last time you'll ever have to think about these details.

Business profile
S
Studio Arc
Vancouver, BC · hello@studioarc.ca
GST/HST #123456789 RT 0001
Payment termsNet 14
CurrencyCAD
02
Step two · One minute

Add your
client

Every client gets a profile. Enter their details once and they're available on every future invoice — no retyping, no copy-pasting from your contacts app.

Client profiles store their business name, contact name, email, billing address, and province. That province selection is important: GetMeInvoice uses it to automatically apply the correct tax rate. A client in Ontario gets 13% HST. A client in Alberta gets 5% GST. A client in BC gets GST and PST as separate lines.

You can also set client-specific payment terms that override your defaults — useful for larger clients who expect Net 30 when you normally work on Net 14.

New client
Business name
Meridian Co.
Province
Ontario
Tax appliedHST 13%
03
Step three · Two minutes

Build your
invoice

Select a client, pick your services from your saved library, and watch the invoice assemble itself. Subtotals, tax, and totals calculate automatically as you add line items.

Your services library stores your standard offerings — "Brand Design," "Website Development," "Monthly Content," "Photography," whatever you do — with preset descriptions and default rates. Adding a line item is a single click. You can adjust the quantity, rate, or description for each invoice without touching the saved version.

Need to invoice for something new? Add a one-off line item without saving it. The invoice number increments automatically. The issue date defaults to today. The due date is calculated from your payment terms. The only thing you actually type is what's different about this invoice from the last one.

Invoice builder
Client
Meridian Co.
Invoice #
INV-2024-089
Brand identity design$3,200
Website design · 5 pages$2,400
+ Add line item
Subtotal$5,600.00
HST 13%$728.00
Total$6,328.00
04
Step four · Thirty seconds

Send and
get paid

Three ways to deliver your invoice. One click to send. Then GetMeInvoice watches the due date and follows up automatically until you're paid.

Email directly from GetMeInvoice and it lands in your client's inbox with a professional subject line and cover message — not a forwarded attachment, but a proper email from your business. Alternatively, download the PDF and send it yourself, or share a payment link your client can open and pay by card without creating an account.

Once sent, GetMeInvoice tracks the invoice. Reminders go out automatically before and after the due date. When your client pays — cash, transfer, card, whatever — mark it paid in GetMeInvoice and all reminders stop. Your dashboard updates. Your records are complete. On to the next one.

Send invoice
@
Send by email
billing@meridianco.ca
Download PDF
Copy payment link
Reminders: 7d before · 1d before · 1d after · 7d after

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first invoice?

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