Invoicing
Payments
Customers
Expenses
Tax
Reports
Quote to Invoice Conversion
Create a professional quote, send it to your client, receive acceptance online, and watch it automatically convert to an invoice.
- Professional quotes that convert
- Track client responses automatically
- Convert to invoices instantly
Complete Invoice Workflow
See the full invoice lifecycle: create, customize with your branding, send via email, and receive online payment through Stripe Connect.
- Professional invoices with automatic tax calculation
- Get paid faster with payment links
- Real-time payment tracking
Brand Your Invoices
Add your logo and digital signature. Set custom payment terms and predefined notes. Maintain consistent branding across all invoices.
- Digital signature and custom invoice numbering
- Remove Paymavo branding completely
- Make every invoice 100% your brand
Recurring Invoices & Expenses
Automate recurring invoice generation and expense tracking. Set flexible schedules (weekly, monthly, quarterly, yearly) for subscriptions and retainers.
- Set it once—weekly, monthly, quarterly, or yearly
- Invoices generate and send automatically
- Auto-send invoices to customers
Automated Payment Reminders
Send manual reminders for specific invoices or set up automated reminder schedules. Reduce late payments by 40% with customizable email templates.
- Never chase payments—up to 7 automatic reminders
- Customizable reminder schedule
- See overdue invoices at a glance
Bilingual Invoicing (Bill 96 Compliant)
Fully bilingual interface (EN/FR). Switch language instantly with Alt+Shift+L. Bill 96 (Loi 96) compliant for Quebec businesses.
- Fully bilingual interface (EN/FR)
- Bill 96 (Loi 96) compliant invoicing
- Switch language with Alt+Shift+L
- Automatic invoice translation
- Perfect for Quebec businesses
Get Paid Online with Stripe
One-click Stripe Connect setup. Accept credit cards and bank transfers. Get instant payment notifications and track revenue in your dashboard.
- Get paid instantly with secure online payments
- Accept all major credit cards
- Direct deposits to your bank account
AI Expense Categorization
Upload receipt PDFs and watch AI extract all data automatically. OCR technology with 95%+ accuracy. Automatic expense categorization—no manual entry required.
- AI categorizes expenses automatically
- Extract data from receipts with OCR
- Upload and store receipts securely
Plaid Bank Sync & AI Expenses
Connect your bank account via Plaid. Auto-import business expenses with real-time tracking. AI categorizes transactions automatically.
- Import bank transactions automatically
- AI matches transactions to recurring expenses
- Review and approve before creating expenses
Automatic Canadian Tax Calculation
Watch how Paymavo automatically calculates GST, HST, PST, and QST based on your customer's province—no manual tax setup required.
- Automatic GST/HST/PST/QST calculation
- Province-based tax rules
- Tax-exempt customer support
- Always up-to-date with CRA requirements
Tax Compliance Alerts
Paymavo monitors your revenue thresholds and alerts you when you need to register for GST/HST with CRA—stay compliant effortlessly.
- Revenue threshold monitoring ($30k in 4 quarters)
- GST/HST registration alerts
- Compliance status dashboard
- Avoid CRA penalties automatically
CRA-Ready Fiscal Reports
Generate professional fiscal reports in PDF format. GST/HST summary reports and profit & loss statements ready for your accountant and CRA.
- See your business health at a glance
- Export reports your accountant will love
- Professional formatting ready for CRA
Time Tracking & Billable Hours
Track billable hours by client and project. Convert time entries directly to invoices. Manage hourly rates—perfect for freelancers and consultants.
- Bill clients accurately for time spent
- Find any time entry instantly
- Export time reports for invoicing