Unlike some software, Canopy doesn't only sync contacts from Quickbooks. No other competitor offers the ability to sync contacts, service items, invoice to Quickbooks Online. Our complete integration makes the bank reconciliation process the simplest on the market when working with Quickbooks Online. Learn more here.

Canopy’s Time & Billing module allows you to track time on each client interaction and apply that time to create one-time or recurring invoices. These invoices can be shared directly to your clients in the client portal. Canopy also offers a Payments option where you can not only track time, create invoices, but also collect and process payments within Canopy. These payments can be sent directly to their client portal and you can manage them within Canopy. Additionally, take out the manual follow-up process with your clients by implementing automatic invoice reminders. All of these items and more can help you collect payments from your clients faster. 

The WIP report within the Time & Billing module will allow you to see all outstanding billable time that you need to make a billing decision on. Time will be grouped by contact and there are a multitude of filter options to narrow things down. We are also providing a calculation on the chargeable rate for the time logged for each contact. There are two invoicing options you can take with time entries. The first is to add time entries as visible line items on invoices and they will drive the amount of the invoice. The second option is to instead just link time to an invoice. In this case the time won’t have any impact on the amount of the invoice, but will be used in other reports, such as profitability.