Invoices, quotes & orders
Create branded invoices, quotes, proformas, and purchase orders. Turn accepted quotes into invoices, track payments, and issue credit notes.
Explore invoicingYOUR BUSINESS. UNDER YOUR CONTROL.
Invoices, expenses and receipts. Organized.
Invoices, expenses, and the people you work with—all in one place. Work on your device, choose where to keep a backup, and take your records to your next device.
No login needed · Fictional sample records
A CLEAR PICTURE
Every invoice. Every payment.
Invoiced$2,825.00
To collect$1,469.00
Harbour StudioDEMO-0103$904.00 Unpaid
Juniper MarketDEMO-0102$1,356.00 Paid
Meadow CentreDEMO-0101$565.00 Unpaid
Your logo, your items, your payment terms.
Encrypted local profileLocal or cloud backupEnglish & French
ONE ORGANIZED WORKSPACE
From the first quote to the final payment.
The everyday details of running your business, connected and easy to find.
Expenses & receipts
Snap a receipt, review the extracted details, and choose a category. Keep the original attached, group your spending, and export expense reports.
Explore expensesCustomers & your team
Organize customers, contractors, and employees. Find contact details, linked invoices.
Explore contactsYour items. Your style.
Save services and materials as reusable SKUs. Add your logo, job details, and discounts by line or for the whole invoice.
Explore saved itemsClear tax records
Choose GST/HST, provincial presets, custom tax, no tax, or exempt. See separate tax totals and export records for review.
Explore tax reportsBring your records along
Import previous customers and invoices with guided templates or your own column choices. Preview the details before adding them.
Explore importingSEE IT IN ACTION
From loose paperwork to organized records.
Explore these interactive examples, then try the real pages in the demo.
Capture. Review. Organize.
Less typing, with a check before every entry.
Take a receipt photo on your phone, or upload an image or PDF. Keep the original alongside the extracted details.
You can also record a contractor invoice or attach the document to an existing expense. Possible duplicates are flagged for review.
Try receipt reviewExplore expenses in the demoFICTIONAL EXAMPLE · CAD
Scan a receipt
PAPER & PINEIllustrative receipt
Notebooks & paper$50.00
HST$6.50
Total$56.50
Photo or file
PRIVACY YOU CAN UNDERSTAND
Your profile is encrypted. Your backup travels with you.
Your password unlocks a local encrypted profile. Direct sync sends encrypted snapshots to your connected cloud account, not the BillNest website. Your cloud provider can see file names and profile metadata; the record contents stay encrypted.
A password for your records
The browser profile and complete backup are encrypted. Keep the backup password—it is needed to restore your records.
Files you can actually use
Folder backups also create readable PDFs, receipts, CSVs, and record files. Keep that folder private and manage sharing through your drive provider.
YOUR FILES, YOUR CHOICE
On your device. Backed up where you choose.
Work in an encrypted profile on this device. Use Cloud sync to send and receive changes, and keep separate folder backups for recovery.
YOUR BACKUP COPY
Keep a copy close to home.
Choose a folder in a supported desktop browser. BillNest organizes the files there. Copy your backup to another device or drive whenever you need it.
- Folders created automatically
- Complete encrypted backup
- Files stay in the folder you choose
BillNestExample
Invoices
Expenses
Tax reports
Backups
latest.billnest.jsonInside Backups · protected by your password
Using a phone? Direct Cloud sync connects without a folder picker. It requires site activation and a supported provider. For a recovery copy, use Back up now and upload the file with your drive app.
SWITCHING DEVICES?
Your records come with you. In three steps.
Watch the direct sync walkthrough. Activation is required; your connection screen shows availability.
Your current deviceDEMONSTRATION
Your saved work, in your cloud.
Your device
Your cloud drive
Encrypted records and receipts
Wait for sync to finish.
Step 1 / 3
Sync before switching devices and after returning. Different records combine automatically; conflicting edits need your review. Unsynced work stays on its original device. Folder backups remain a separate recovery option.
COMMON QUESTIONS
Clear answers. Before you start.
Is this an online account?
Existing local usernames unlock encrypted browser profiles. Shared-account sign-in is being prepared; Account options shows current availability. Signing in alone does not copy records between devices. Use your configured cloud sync or an encrypted backup for the same existing profile.
Are all my files encrypted?
Your local profile and complete backup are encrypted. Exported PDFs, receipts, CSVs, and other record files are readable without the profile password. Keep the export folder private, especially when using a shared drive.
What if I clear browser data or lose my device?
Open your synced cloud profile or restore an encrypted backup with its original password. Changes that never completed sync or backup remain only on the original device. Keep an extra recovery copy; there is no online password reset.
Are backups automatic?
With a connected folder and permission, Yes backs up every three hours while BillNest is open, and on startup after more than three hours away. Choose No to stop that schedule. Save folder backup and Download backup work on demand. Direct Cloud sync is a separate manual action for sending and receiving changes.
Can I change my backup location?
Yes. Open Settings → Storage & Backup, choose a local or cloud drive location, then change the save folder. Save a fresh backup there. Existing files in your old folder stay where they are.
Can I try BillNest without an account?
Yes. The demo opens immediately with fictional sample records. Browse the pages, filters, and previews. Adding, editing, deleting, sending, and saving are disabled.
Take a look. Make yourself at home.
Explore the demo or view account availability. Open your existing workspace to use saved records.