Invoicing software in Quebec
Invoicing software for Quebec SMBs, where the invoice comes from the work done
OKTO PSA is invoicing software for service companies in Quebec. The invoice is built from the work done: an accepted quote, logged hours, work orders, recurring contracts. GST and QST are calculated on every line. It does not replace your accounting software: it sends invoices and payments to it.
Why invoice from the work done?
Because an invoice typed twice is an invoice with something missing. In a service company, the amount to bill already exists somewhere: in the quote the client accepted, in the team's hours, in the contract that comes back every month. Useful invoicing software goes and gets it there instead of making you copy it.
From the accepted quote
The client opens a link, reads the quote and accepts it online. The quote becomes an order, and the order becomes an invoice, with the same lines and the same prices.
From hours and work orders
Each activity code sets the rate sold. The hour an employee logs goes straight onto the invoice, and nobody re-enters an amount.
From recurring contracts
Your monthly plans go out on their own, on the same day, with the right amounts and the right taxes. Monthly or annual cycles, prorated adjustments.
How does the software calculate GST and QST?
OKTO PSA calculates GST at 5% and QST at 9.975% on every invoice line and rounds to the cent. This is not a "custom tax" field to set up: Quebec taxes are part of the product, and QST is applied to the right base.
Calculated per line
Each line carries its taxes and the total is rounded to the cent. On a forty-line invoice, there is no one-cent gap to explain to the client.
Exemptions per client
Exemptions are set per client, not invoice by invoice. Nobody has to remember at billing time.
Your numbers on the invoice
GST and QST numbers, the NEQ and, for a contractor, the RBQ licence appear on the document.
Job sites outside Quebec
In the construction edition, taxes follow the province of the job site rather than the head office.
Templates that look like you
Invoices, quotes, credit notes and payment receipts each have templates. You keep several per document type and pick which one goes out.
The same prices everywhere
Quotes and invoices draw on the same catalogue: products, recurring services and blocks of hours, with price and cost tracked separately.
A simple invoicing tool or OKTO PSA?
By "simple invoicing tool" we mean a product that creates, sends and tracks invoices without managing the work that comes before. If you send ten invoices a month for fixed amounts, that is plenty. Once the amount depends on hours or on a contract, the difference shows.
| Criterion | OKTOPSA | A simple invoicing tool |
|---|---|---|
| Create and send an invoiceThe basic job. | Yes, with your templates and your tax numbers. | Yes. That is what it is for. |
| Quote accepted onlineThe quote that becomes an invoice. | Yes: public link, online acceptance, conversion to an order and then an invoice. | Varies by vendor. |
| Team hoursLogged time that lands on the invoice. | Yes: timesheets, rates per activity code, blocks of hours that count down. | Outside its role. Hours are tracked elsewhere, then typed in. |
| Contracts and monthly plansBilling that comes back. | Yes: recurring invoices prepared every month, with proration. | Varies by vendor. |
| GST and QSTQuebec tax calculation. | Calculated per line, rounded to the cent, exemptions per client. | Varies by vendor. |
| Online paymentThe client who pays without calling. | Yes, through Stripe, from the client portal. The receipt goes out automatically. | Varies by vendor. |
| Client historyWhat you see before you bill. | Projects, tickets, quotes, invoices and contracts on the same record. | Invoices only. |
| AccountingBookkeeping and payroll. | No. OKTO PSA exports to your accounting software. | No, unless it is part of an accounting package. |
The right-hand column describes a category of tools, not a specific product. Where the answer depends on the vendor, we say so rather than guess.
Does OKTO PSA replace my accounting software?
No, and we would rather say so before the demo. OKTO PSA produces the invoices and calculates the taxes; accounting records them. Your accountant keeps her software, her books and her month-ends. What changes is that nobody types the invoices again to send them over.
What it does
Quotes, orders, one-off and recurring invoices, payments and receipts, with GST and QST already calculated on every document.
What it sends
Your invoices and payments flow into QuickBooks. The payroll report exports to Excel, CSV or PDF, with automatic delivery to the accountant if you want it.
What it does not do
Bookkeeping and running payroll. OKTO PSA bills in Canadian dollars, and it hands off to your accounting software and your payroll software.
From quote to payment, in six steps
Here is the path of a sale in OKTO PSA, from the first quote to the entry in your books. At no step does anyone copy an amount.
- 01
The quote goes out
It is built from your catalogue, with GST and QST. The client gets a link that opens in a browser, with no account to create.
- 02
The client accepts
Acceptance happens online. The quote becomes an order, tied to the project or the contract.
- 03
The work gets done
Hours, work orders and purchases are tied to the job. You see what is left to bill while the work moves along.
- 04
The invoice is prepared
It picks up the order and the logged time. The month's recurring invoices are prepared together, taxes calculated and rounded to the cent.
- 05
The client pays online
The invoice lands in the client portal, where it is paid through Stripe. The receipt is sent automatically.
- 06
Accounting receives everything
The invoice and the payment flow into QuickBooks. Your accountant works in her own tool, with numbers already entered.
What it costs, and who it is for
Invoicing is not a module sold separately. It is included in OKTO PSA at $300 a month for up to 10 users, $550 from 11 to 20 and $700 from 21 to 30, along with the CRM and HR. The full grid is on the pricing page.
Managed IT services
Per-device plans, blocks of hours and licences on the same monthly invoice. See the PSA software for IT services.
Construction
Work orders signed on site, change orders grouped on one invoice and holdbacks tracked per job site.
Other service trades
Practices, firms, agencies, maintenance: a job, some hours, an invoice. The overall picture is on the business management software page, and bringing your data over is described on the migration page.
Frequent questions
The questions we get asked
Your question is not here?
Write to us. A person in Trois-Rivières answers, within one business day.
Ask your questionIf your invoices are fixed amounts, a simple invoicing tool is enough. If they depend on hours, work orders or monthly contracts, choose software that manages that work too. OKTO PSA builds the invoice from the accepted quote and the logged time, calculates GST and QST, and sends everything to QuickBooks.
Yes. OKTO PSA calculates GST at 5% and QST at 9.975% on every line and rounds to the cent. Exemptions are set per client, and your tax numbers appear on the invoice. For job sites outside Quebec, in the construction edition, taxes follow the province of the job site.
No. OKTO PSA is not accounting software: it does not keep your books and it does not run payroll. It produces quotes and invoices, collects online payments, then pushes invoices and payments into QuickBooks. Your accountant keeps working in her own tool.
Yes. The invoice lands in the client portal, where the client reviews it and pays through Stripe. The receipt is sent automatically, and the payment flows into QuickBooks. Stripe is an integration you turn on yourself; the product also works without it if you prefer to collect another way.
Yes. Monthly and annual plans are billed automatically, with prorated adjustments. Each client has its contract, a block of hours, a flat plan or an hourly rate, and every time entry knows where it goes. The block of hours counts down as you work, and the overage is billed in one click.
Invoicing is included in the OKTO PSA price: $300 a month for up to 10 users, $550 from 11 to 20 and $700 from 21 to 30, in Canadian dollars before taxes. The CRM and HR are included too. There is no price per invoice and no invoicing module to unlock.
Show us an invoice that takes you too long.
The one you assemble every month from three files. We walk through it with you in OKTO PSA, from quote to payment, and you see what goes away. If you would rather look on your own first, the interactive demo shows the full path with fictional data.
QuickBooks and Stripe are trademarks of their respective owners. OKTO PSA prices are in Canadian dollars, before GST and QST.