Invoice Management Guide - BeanFlow Academy

Invoice Management Guide

Professional Invoicing, Efficient Collection

From invoice creation to collection tracking, complete process management with multi-currency support

Invoice Workflow

Create

Fill customer info and details

Approve

Select accounts and confirm entries

Send

Generate PDF and send to customer

Collect

Record payments and track status

Tax Management

Canadian Tax Requirements

GST/HST Rates

  • • Ontario: 13% HST
  • • Alberta: 5% GST
  • • British Columbia: 5% GST + 7% PST

Tax Calculation Features

  • • Automatic customer location tax rates
  • • Support for exempt and zero-rated items
  • • Tax reporting generation
  • • Multi-tax rate mixed calculations

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