Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Invoice Header: Company logo, business name, contact information, and invoice number
2. Customer Information: Full legal name, billing address, shipping address (if different), customer account number
3. Invoice Details: Invoice date, due date, payment terms, purchase order number (if applicable)
4. Item Description: Detailed list of products/services, quantities, unit prices, and item subtotals
5. Calculation Section: Subtotal, applicable taxes (GST/HST/PST) clearly itemized, and total amount due
6. Payment Information: Accepted payment methods, banking details for transfers, late payment terms
7. Business Information: Business number, GST/HST registration number, official legal business name
8. Copy Designation: Clear marking of 'Merchant Copy' or 'Customer Copy' on respective parts
1. Special Instructions: Used when specific handling, delivery or service instructions need to be included
2. Discount Section: Include when early payment discounts or other promotional reductions apply
3. Purchase Order Reference: When dealing with business customers who require PO tracking
4. Shipping Details: Required for invoices involving physical goods delivery
5. Service Period: Include for service-based invoices covering specific time periods
6. Foreign Currency: Include when transaction involves multiple currencies or international trade
1. Itemized Detail Sheet: Detailed breakdown of complex service charges or multiple items that don't fit on main invoice
2. Terms and Conditions: Standard terms of sale, return policy, and payment conditions
3. Tax Calculation Worksheet: Detailed breakdown of tax calculations for complex transactions involving multiple jurisdictions
Customer
Due Date
Electronic Copy
GST
HST
Invoice Date
Invoice Number
Items
Merchant
Merchant Copy
Net Amount
Payment Terms
Physical Copy
Place of Supply
PST
Purchase Order
Recipient
Service Date
Shipping Terms
Supplier
Tax Registration Number
Taxable Amount
Terms and Conditions
Total Amount Due
Transaction Date
Unit Price
Zero-Rated Supplies
Retail
Wholesale
Professional Services
Construction
Manufacturing
Healthcare
Hospitality
Information Technology
Consulting
Transportation
Real Estate
Education
Accounting
Finance
Sales
Operations
Administration
Tax
Credit Control
Accounts Receivable
Accounts Payable
Customer Service
Accountant
Bookkeeper
Sales Manager
Business Owner
Financial Controller
Accounts Receivable Clerk
Accounts Payable Clerk
Tax Specialist
Office Manager
Operations Manager
Finance Director
Small Business Administrator
Billing Coordinator
Credit Controller
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.
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.
Two Part Invoice Form
Canadian-compliant Two Part Invoice Form providing merchant and customer copies with comprehensive transaction details and tax information.
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.
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.
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.
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.
Tax Preparation Invoice
A Canadian-compliant billing document for tax preparation services that details services rendered, fees charged, and includes required GST/HST components.
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.
Receipt For Work Done
A Canadian-compliant receipt documenting completed work and payment, serving as official proof of service delivery and payment received.
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.
Selling Invoice
A Canadian-compliant commercial document recording sales transactions and requesting payment, conforming to federal and provincial tax requirements.
Receipt For Cash Payment
A Canadian-compliant document acknowledging receipt of cash payment, serving as legal proof of transaction and meeting tax documentation requirements.
Business Invoice Form
A standardized Canadian commercial document for requesting payment for goods or services, compliant with federal and provincial tax regulations.
Bill Books
A Canadian-law governed agreement establishing standards and procedures for managing organizational bill books, ensuring compliance with federal and provincial regulations.
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.
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.
Shipping Receipt
A Canadian-compliant document acknowledging receipt of goods for transportation, serving as evidence of the contract of carriage and documenting shipment details.
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.
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.
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.
One Off Invoice
A Canadian-compliant billing document for one-time transactions, including required business and tax information as per federal and provincial regulations.
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.
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.
Invoice Legal Document
A legally compliant Canadian invoice document that meets federal and provincial requirements for commercial transactions and tax reporting.
Gas Invoice
A Canadian-compliant utility billing document detailing natural gas consumption, charges, and payment requirements in accordance with federal and provincial regulations.
Per Diem Invoice
A Canadian-compliant invoice template for billing daily rate professional services, incorporating federal and provincial tax requirements.
Item Invoice
A Canadian-compliant commercial document detailing itemized sales of goods or services, including required tax and transaction information.
Grant Invoice
A Canadian-compliant invoice document used to request payment for approved grant funding, incorporating necessary tax and regulatory requirements.
Water Invoice
A Canadian-compliant billing document for water consumption and related services, incorporating regulatory requirements and detailed usage information.
Refrigeration Invoice
A Canadian-compliant billing document for refrigeration services, including parts, labor, and regulated refrigerant handling details, meeting federal and provincial requirements.
Open Source Invoice
A Canadian-compliant invoice template for open source software and services, incorporating GST/HST requirements and open source licensing elements.
Travel Expenses Invoice
A Canadian-compliant travel expenses invoice template for business travel reimbursement, incorporating federal and provincial tax requirements.
Line Item Invoice
A Canadian-compliant detailed invoice document that itemizes products or services, including costs, tax calculations, and payment terms.
Home Repair Invoice
A Canadian-compliant billing document for home repair services that includes detailed cost breakdowns, tax calculations, and contractor information.
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.
Cab Receipt
A Canadian-compliant taxi service receipt documenting transportation services, payment, and tax information in accordance with federal, provincial, and municipal regulations.
Masonry Invoice
A Canadian-compliant billing document for masonry services, including work details, costs, and required legal provisions.
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.
Tradesman Invoice
A Canadian-compliant billing document used by tradespeople to request payment for services and materials, incorporating federal and provincial tax requirements.
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)