Canada Invoice Generator: Prepare a Clear CAD Invoice
Give your client a clear description of the work, the amount due and an agreed payment date. Before adding Canadian sales tax, check your registration, the supply and where it is treated as made. The checklist below helps you prepare those details.
By Invoodle · Updated
Canada mode selects CAD. It has one general Tax adjustment, with no dedicated Canadian GST/HST or provincial registration fields and no separate tax-component export. Review the limits below before using the PDF for tax documentation.
Currency
Canadian Dollar (CAD)
Sales tax
GST/HST and provincial taxes
Ordinary GST/HST rates depend on the supply and its place of supply. Separate provincial sales taxes need their own applicability and registration checks.
Registration
For most businesses, review the CAD 30,000 small-supplier test, including associates and the timing of threshold crossings. Special categories and provincial registrations have different rules.
Prepare these billing details, then check the tax-document tiers below
- Your business name and contact details, the correct customer entity and billing address.
- An issue date, a unique reference checked against your records, and a description and price for the agreed work or goods.
- The currency, applicable tax details and registration information after checking the transaction requirements.
- The amount payable, agreed payment date, submission route and any required purchase-order reference.
Agree the payment process before sending
- Confirm the due date with the client; Net 30 is an agreement to make, not a universal Canadian rule.
- Ask which payment methods and invoice submission channel the client accepts. Verify changed payment instructions through a known contact.
- Keep evidence of receipts and reconcile partial payments. A manual paid entry does not verify a bank transfer.
- Check the contract and applicable rules before adding late charges. A calculator does not establish entitlement to interest.
Check GST/HST registration before choosing a tax percentage
For most businesses, the small-supplier test uses revenue before expenses from worldwide taxable supplies, including zero-rated supplies and associated persons. Exclude financial services, capital-property sales and goodwill from a business sale as CRA specifies. This is not a profit test or a calendar-year-only limit.
Exceeding CAD 30,000 in one calendar quarter generally means charging GST/HST on the supply that crosses the threshold. If the limit is exceeded across four or fewer consecutive quarters, but not one quarter, small-supplier status generally ends after the following month. Check the effective date and registration deadline in CRA’s examples.
Special categories have different rules. Use the applicable CRA category rather than assuming every business below CAD 30,000 is exempt from registration. Voluntary registration also brings collection, return and recordkeeping duties.
Source references
Canadian invoice requirements for input tax credit evidence
CRA’s ordinary documentary chart for a purchaser’s input tax credit claim uses total-sale tiers. The information can be supported by invoices, receipts, contracts or other business papers. Exceptions apply; this table is not a complete invoice law for every industry.
Adding buyer, work and payment details to a small bill can still help the client process it. Their usefulness does not make every field mandatory at every tier.
| Total sale | Information in the ordinary CRA chart |
|---|---|
| Under CAD 100 | Supplier/intermediary name, invoice date (or applicable paid/payable date if no invoice), and total paid or payable. |
| CAD 100–499.99 | The earlier information plus GST/HST amount or the prescribed tax-included indication, taxable/exempt status where mixed, and supplier/intermediary GST/HST registration number. |
| CAD 500 or more | The earlier information plus buyer/authorised representative name, a brief supply description and payment terms. |
Source references
Determine the place of supply, then the GST/HST rate
Customer address alone does not settle every transaction. Goods commonly follow delivery rules; general service rules can use the recipient address obtained in the normal course of business, with rules for multiple or missing addresses. Specific service rules can override the general rules.
For ordinary taxable supplies, GST is 5% in non-participating provinces and territories. HST is 13% in Ontario, 14% in Nova Scotia, and 15% in New Brunswick, Newfoundland and Labrador and Prince Edward Island. Nova Scotia’s 14% took effect on 1 April 2025; transitional cases need review. Zero-rated, exempt and recipient-specific cases need separate treatment.
Check provincial tax separately from GST/HST
A federal registration or GST/HST rate does not resolve provincial sales-tax obligations. B.C.’s PST rules, for example, distinguish taxable goods, software and taxable services, with registration rules that can also reach businesses outside B.C. Do not add a provincial percentage to every service just because the customer has a B.C. address.
For a Quebec transaction to which both taxes apply, Revenu Québec describes GST at 5% and QST at 9.975% on the sale price. Its guidance says a combined 14.975% rate must not appear on the document attesting to the sale. A single combined Tax percentage in this editor is therefore not a reviewed GST/QST invoice layout.
Check a fictional Ontario HST calculation in CAD
Example INV-2026-0047 assumes a registered supplier, a correctly determined Ontario place of supply and a wholly taxable CAD 1,000 base at 13% HST. There is no discount, shipping or separate provincial tax. It uses 18 October 2026 as the issue date and 1 November as the agreed due date. Registration numbers, contacts and addresses are omitted, so this is not a complete tax invoice.
A subsequent C$200.00 payment leaves C$930.00 due. The received amount reduces the balance, not the tax base. This read-only example is not a deposit, tax-point or bank-verification illustration and does not read your saved draft.
| Component | Calculation or record | Amount (CAD) |
|---|---|---|
| Package A | 1 × C$600 | C$600.00 |
| Package B | 1 × C$400 | C$400.00 |
| Subtotal | Sum of the two lines | C$1000.00 |
| Assumed HST | C$1,000 × 13% | C$130.00 |
| Invoice total | Subtotal plus assumed HST | C$1130.00 |
| Subsequently received | Manual record in this fictional example | C$200.00 |
| Remaining balance | Total less received amount | C$930.00 |
Review exports and keep the supporting records
A foreign customer or a USD invoice does not by itself prove zero-rating. Exported goods, services and intangible property have different conditions and exceptions. Review the relevant CRA category and keep evidence supporting the treatment.
CRA usually requires GST/HST records for six years from the end of the year to which they relate, and can require longer retention. Keep issued and received invoices, corrections, payment evidence and return working papers as applicable. Do not treat an editable browser draft as the only issued record.
Review what the current Canada editor supports
The action selects invoice mode and CAD. The editor has no dedicated Canadian GST/HST, PST or QST registration controls, and the PDF uses a general Tax line. Notes do not automatically validate required particulars. Use a suitable reviewed workflow if the required tax information or breakdown cannot be represented.
One document-level tax percentage applies to the item subtotal before the separate order discount. The editor does not classify supplies, handle mixed tax rates per line, determine the place of supply, validate registrations or file tax returns.
The linked calculator opens an Ontario HST arithmetic example. It offers selectable standard tax components and rounds each component separately. Confirm the applicable taxes first; selecting a province does not decide registration, exemptions or the correct tax base. Guest drafts stay in this browser without automatic device sync; reminders and payment recording require manual action. Preview the PDF and export backups of your records.
Rates and thresholds on this page were reviewed in October 2026 and do change. Confirm your position with Canada Revenue Agency or your accountant before relying on it.