ACCOUNTING TIME & BILLING SOFTWARE

We don’t expect the same invoice format to work for everyone. So Canopy allows you to add your logo and configures them however works best for you—like rolling up multiple line items into a single line item, showing line items separately or grouped by service items, and showing or hiding specific columns.

Pricing should have the flexibility to price the way you want. Price by time, price by service, price by employee. And use multiple rates!

It’s your firm and your clients, so invoice accordingly. Canopy lets you send out one-time invoices as needed, as well as regularly recurring or even scheduled-for-the-future invoices. Because invoicing isn’t one-size-(or interval)-fits-all.

Canopy and Quickbooks Online are like peanut butter and jelly (or chocolate, if that’s your thing). Build your service items, locations, categories, and classes in QuickBooks Online, and use those same fields in Canopy any time you create an invoice. No more uncategorization and no more jumping back and forth.

Clients will never have to ask, “where’s that invoice?” again. That’s because the invoices you create in Canopy can always be easily accessed by clients via our customizable, web—and mobile-friendly—Client Portal. (Our Product team wants us to tell you it’s also highly rated. So there. Are you happy now, Mitchell?)

Unbilled work. Employee rate totals. Fixed service rate totals by client. Canopy’s WIP summary lets you see it all and flow it directly to invoicing. And, what’s more, you can use it all for your firm’s benefit to see your revenue potential.

It’s time to celebrate—the days of having to manually remind your clients to pay an unpaid invoice are over! With automated invoice reminders, send a friendly email reminder a number of days before, on, or on a specified number of days after an invoice due date.

Wanna see YTD revenue, total revenue past due, total revenue outstanding, outstanding invoices and their status, and recurring invoices? You’ll find it all in not one, but two places in Canopy’s dashboard: 1) aggregated for all clients in our billing report section, and 2) in each individual client record’s billing tab.

You can access this data in two places: first, aggregated for all clients in the billing report area of Canopy; and second, for each individual client in their client record’s billing tab.

• Invoices: See a list of all invoices, recurring, and archived.
• Payments: See a list of all payments made.
• Credits: See a list of all and deleted credits.
• Statement: Create statements for any client from invoices that have been generated.

Is your firm’s billing a well-oiled machine or could it use a little tune-up? Find out with reports like Aged Receivables Summary and Detail, Revenue (by Client, Service Item, or Team Member), Billing Utilization by Team Member, Profitability by Client and Task, and Staff Productivity.

Your firm’s product is each accountant’s time. Make sure you know how it’s being spent and allocated with help from reports like Hours Tracked by Client, Service Item, or Team Member, and Time Utilization by Team Member.