Question 1

What is this cloud invoicing software?

Accepted Answer

It is an advanced cloud-based invoicing and estimating software, designed for professionals and SMEs. It allows you to create structured estimates, issue invoices, and keep full control of expenses and income.

Question 2

Do I need to install anything to use it?

Accepted Answer

Nothing at all. It is 100% cloud-based software (SaaS). You only need a device with an internet connection and a web browser to access your account and start working.

Question 3

Is my data secure in the cloud?

Accepted Answer

Security is our priority. We use advanced encryption protocols to protect your data. All files are stored on secure servers with continuous backups.

Question 4

How does the document structure work?

Accepted Answer

Our system allows you to organize complex proposals. You can divide an estimate into sections and subsections, resulting in clear and detailed estimates for your clients.

Question 5

Can I use the platform on my mobile phone?

Accepted Answer

Yes, the platform is fully responsive. You can access it and manage your business from your computer, tablet, or smartphone from anywhere.

Question 6

When can I subscribe in Canada?

Accepted Answer

YOTU Invoices for Canada is coming soon. Subscriptions in Canadian dollars are not open yet, and pricing for Canada will be published at launch.

Question 7

Can I convert an estimate to an invoice easily?

Accepted Answer

Yes, with just one click. Once your client accepts an estimate, you can instantly generate an invoice from it. The system copies all the details automatically.

Question 8

Which currency and taxes does it use in Canada?

Accepted Answer

Canadian documents use Canadian dollars. GST, HST, QST and PST are entered per line as separate tax lines, and the job site province sets the standard rates. You review the tax details yourself; the software does not give tax advice.

Question 9

Can I customize my invoices with my branding?

Accepted Answer

We provide professional design templates that you can adapt to your brand. You can insert your own logo, adjust corporate colors, and choose what information to display.

Question 10

Is it possible to manage multiple companies from one account?

Accepted Answer

Yes, our software includes multi-company support. You can create or join different workspaces to manage the billing of distinct companies centrally.

Question 11

How do I get technical support?

Accepted Answer

Our technical support team is always available to help you. You have direct access to the Help section within the application to resolve any questions or issues.

Question 12

How does the expense tracking feature work?

Accepted Answer

You can easily log and categorize your business expenses within the platform. It provides clear reports to help you understand where your money is going and optimize your budget.

Frequently Asked Questions

Estimates and Invoices for Canadian Projects

Frequently Asked Questions

01What is this cloud invoicing software?

02Do I need to install anything to use it?

03Is my data secure in the cloud?

04How does the document structure work?

05Can I use the platform on my mobile phone?

06When can I subscribe in Canada?

07Can I convert an estimate to an invoice easily?

08Which currency and taxes does it use in Canada?

09Can I customize my invoices with my branding?

10Is it possible to manage multiple companies from one account?

11How do I get technical support?

12How does the expense tracking feature work?

Estimates and Invoices for Canadian Projects