The Item Invoice is a fundamental commercial document used in Canadian business transactions to document the sale of goods or services. It serves multiple purposes: as a demand for payment, a record of sale, and a tax document complying with federal and provincial requirements. The document must include specific elements to be valid under Canadian law, such as GST/HST registration numbers (where applicable), clear itemization of goods or services, and separate display of tax amounts. An Item Invoice is typically issued immediately upon delivery of goods or completion of services and forms part of the official business records required for tax reporting and audit purposes. It's essential for businesses of all sizes operating in Canada and must comply with the Excise Tax Act and relevant provincial sales tax legislation.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Invoice Header: Company letterhead, invoice number, date of issue
2. Seller Information: Legal business name, address, contact details, tax registration numbers (GST/HST/PST)
3. Customer Information: Customer's legal name, billing address, shipping address if different
4. Item Details: Itemized list of goods/services, including quantity, unit price, item description, and individual item totals
5. Calculation Summary: Subtotal, applicable taxes (GST/HST/PST) clearly separated, and final total amount
6. Payment Information: Payment terms, due date, acceptable payment methods, banking details if applicable
7. Invoice Footer: Additional business information including business/tax registration numbers and contact information for billing queries
1. Purchase Order Reference: Include when the invoice relates to a specific purchase order or customer reference number
2. Shipping Details: Include when goods are being shipped, including shipping method, tracking number, and delivery terms
3. Discount Information: Include when special discounts or promotions are applied to the invoice
4. Foreign Currency Details: Include when transaction involves multiple currencies, showing exchange rates and equivalent amounts
5. Special Instructions: Include any specific handling, storage, or usage instructions for the items
6. Return Policy: Include when selling goods that may need return or exchange policies
1. Itemized Details Schedule: Detailed breakdown of complex items or large quantities of items that don't fit in the main invoice
2. Tax Calculation Schedule: Detailed breakdown of tax calculations for complex transactions involving multiple tax jurisdictions or rates
3. Service Details Appendix: Detailed description of services rendered when the main invoice contains summary information only
Relevant legal definitions
Goods
Services
GST
HST
PST
Due Date
Payment Terms
Unit Price
Quantity
Subtotal
Total Amount
Shipping Terms
Invoice Date
Invoice Number
Purchase Order
Credit Terms
Late Payment Interest
Discount Period
Tax Registration Number
Business Number
Place of Supply
Zero-Rated Supply
Exempt Supply
Currency
Exchange Rate
Services
GST
HST
PST
Due Date
Payment Terms
Unit Price
Quantity
Subtotal
Total Amount
Shipping Terms
Invoice Date
Invoice Number
Purchase Order
Credit Terms
Late Payment Interest
Discount Period
Tax Registration Number
Business Number
Place of Supply
Zero-Rated Supply
Exempt Supply
Currency
Exchange Rate
Clauses
Relevant Industries
Retail
Wholesale
Manufacturing
Professional Services
Construction
Technology
Healthcare
Education
Hospitality
Transportation
Agriculture
Mining
Energy
Financial Services
Real Estate
Telecommunications
Relevant Teams
Accounts Receivable
Finance
Accounting
Sales Operations
Tax
Revenue
Credit Control
Order Processing
Billing
Administration
Relevant Roles
Accounts Receivable Clerk
Billing Coordinator
Accounting Manager
Finance Director
Bookkeeper
Sales Representative
Business Owner
Office Manager
Financial Controller
Tax Specialist
Credit Controller
Revenue Accountant
Accounts Administrator
Finance Assistant
Sales Operations Manager
Find the exact document you need
Invoice Statement
A Canadian-compliant commercial document detailing a transaction between parties, including required tax elements and payment terms under federal and provincial regulations.
find out more
Vehicle Sale Invoice
A legal document used in Canadian jurisdictions to record and formalize the sale of a motor vehicle, serving as both a receipt and contract while ensuring regulatory compliance.
find out more
Two Part Invoice Form
Canadian-compliant Two Part Invoice Form providing merchant and customer copies with comprehensive transaction details and tax information.
find out more
Small Business Receipt
A Canadian-compliant business transaction document that records purchase details and tax information, serving as both proof of purchase and official business record.
find out more
Special Services At Home Invoice Form
An Ontario, Canada-based invoice form used to claim payment for services provided under the Special Services At Home program supporting children with disabilities and their families.
find out more
Simple Tax Invoice
A standardized Canadian tax invoice document that complies with CRA requirements, detailing transaction information and tax calculations for business-to-business or business-to-consumer sales.
find out more
Copy And Paste Invoice
A Canadian-compliant copy-and-paste invoice template incorporating all required tax and business elements for use in Canadian business transactions.
find out more
Tax Preparation Invoice
A Canadian-compliant billing document for tax preparation services that details services rendered, fees charged, and includes required GST/HST components.
find out more
Home Improvement Invoice
A Canadian-compliant billing document for home improvement services that details costs, materials, and labor while meeting provincial and federal regulatory requirements.
find out more
Receipt For Work Done
A Canadian-compliant receipt documenting completed work and payment, serving as official proof of service delivery and payment received.
find out more
Tow Truck Invoice
A Canadian-compliant invoice document for towing services that records service details, charges, and customer information while meeting federal and provincial regulatory requirements.
find out more
Selling Invoice
A Canadian-compliant commercial document recording sales transactions and requesting payment, conforming to federal and provincial tax requirements.
find out more
Receipt For Cash Payment
A Canadian-compliant document acknowledging receipt of cash payment, serving as legal proof of transaction and meeting tax documentation requirements.
find out more
Business Invoice Form
A standardized Canadian commercial document for requesting payment for goods or services, compliant with federal and provincial tax regulations.
find out more
Bill Books
A Canadian-law governed agreement establishing standards and procedures for managing organizational bill books, ensuring compliance with federal and provincial regulations.
find out more
Auto Repair Invoice
A Canadian-compliant document detailing automotive repairs, services, costs, and related information, serving as both a financial record and legal proof of work completed.
find out more
Small Engine Repair Invoice
A Canadian-compliant billing document detailing small engine repair services, parts, labor costs, and applicable taxes, used for business and consumer transactions.
find out more
Shipping Receipt
A Canadian-compliant document acknowledging receipt of goods for transportation, serving as evidence of the contract of carriage and documenting shipment details.
find out more
Simple Rent Receipt
A Canadian-compliant document acknowledging rent payment from tenant to landlord, used for payment records and tax purposes in accordance with federal and provincial regulations.
find out more
Plumbing Invoice
A Canadian-compliant billing document for plumbing services that details work performed, materials used, and costs while meeting federal and provincial regulatory requirements.
find out more
Professional Services Invoice
A Canadian-compliant billing document for professional services that includes service details, tax calculations, and payment terms in accordance with federal and provincial requirements.
find out more
One Off Invoice
A Canadian-compliant billing document for one-time transactions, including required business and tax information as per federal and provincial regulations.
find out more
Invoice Refund
A Canadian-compliant document that formally records and processes the return of funds from a previous invoice, including tax adjustments and payment details.
find out more
Car Proforma Invoice
A Canadian-compliant preliminary vehicle sales document detailing specifications, pricing, and terms for a proposed vehicle purchase, incorporating federal and provincial requirements.
find out more
Invoice Legal Document
A legally compliant Canadian invoice document that meets federal and provincial requirements for commercial transactions and tax reporting.
find out more
Gas Invoice
A Canadian-compliant utility billing document detailing natural gas consumption, charges, and payment requirements in accordance with federal and provincial regulations.
find out more
Per Diem Invoice
A Canadian-compliant invoice template for billing daily rate professional services, incorporating federal and provincial tax requirements.
find out more
Item Invoice
A Canadian-compliant commercial document detailing itemized sales of goods or services, including required tax and transaction information.
find out more
Grant Invoice
A Canadian-compliant invoice document used to request payment for approved grant funding, incorporating necessary tax and regulatory requirements.
find out more
Water Invoice
A Canadian-compliant billing document for water consumption and related services, incorporating regulatory requirements and detailed usage information.
find out more
Refrigeration Invoice
A Canadian-compliant billing document for refrigeration services, including parts, labor, and regulated refrigerant handling details, meeting federal and provincial requirements.
find out more
Open Source Invoice
A Canadian-compliant invoice template for open source software and services, incorporating GST/HST requirements and open source licensing elements.
find out more
Travel Expenses Invoice
A Canadian-compliant travel expenses invoice template for business travel reimbursement, incorporating federal and provincial tax requirements.
find out more
Line Item Invoice
A Canadian-compliant detailed invoice document that itemizes products or services, including costs, tax calculations, and payment terms.
find out more
Home Repair Invoice
A Canadian-compliant billing document for home repair services that includes detailed cost breakdowns, tax calculations, and contractor information.
find out more
Parts And Labor Invoice
A Canadian-compliant billing document that itemizes both physical components and service work performed, including parts and labor charges with applicable taxes.
find out more
Cab Receipt
A Canadian-compliant taxi service receipt documenting transportation services, payment, and tax information in accordance with federal, provincial, and municipal regulations.
find out more
Masonry Invoice
A Canadian-compliant billing document for masonry services, including work details, costs, and required legal provisions.
find out more
Time And Material Invoice
A Canadian-compliant invoice document that details time spent on services and materials used, including labor rates, material costs, and applicable GST/HST charges.
find out more
Tradesman Invoice
A Canadian-compliant billing document used by tradespeople to request payment for services and materials, incorporating federal and provincial tax requirements.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)