INVOICES · EXPENSES · CONTACTS
Create invoices, keep track of expenses, and bring your business contacts together. BillNest is an invoicing and expense tool for small businesses and independent professionals in Canada, available in English and French.
Create your local profileAlready using BillNest? Open it to log in or restore a backup.
Features
Create customer or patient invoices with your business logo, payment details, and saved services or materials. Reuse your SKUs, record payments, follow outstanding balances, and download invoice PDFs. Contractor bills stay in the same invoice section.
Record business expenses, keep receipts with their entries, filter by date or category, and export expense reports. Review what you have billed and spent from your dashboard.
Manage customers, patients, contractors, and employees in one place. Keep contact details and billing information organized, with visit notes in patient profiles. Visit notes stay separate from invoice documents.
Choose GST, HST, or combined GST and provincial PST, RST, or QST presets. No tax, zero-rated, exempt, and custom tax options are also available. Review separate tax totals in your reports.
Keep a reusable list of services and materials with descriptions, SKUs, prices, units, and tax settings. Add your business logo and payment instructions to make invoices your own.
Your records
BillNest profiles live in the browser where you create them. Choose a backup location so you have a copy outside the browser, too.
Choose a local username and password. Your business records are stored in an encrypted browser profile; they are not uploaded to the BillNest website.
In a supported desktop browser, choose a device folder or a synced cloud drive folder. BillNest creates organized folders and saves your backup and exported files there. Google Drive, Microsoft OneDrive, Dropbox, or your provider’s desktop app handles the upload.
Finish syncing on the first device. Download the latest encrypted backup on the next device, choose Restore backup in BillNest, and use the original backup password. This restores a separate local copy; it does not merge changes from different devices.
On phones and browsers without folder access, download an encrypted backup and upload it with your cloud drive app. Signing in with the same username alone does not transfer records.
Questions
No. Create a local username and password in BillNest. That profile belongs to this browser. Each person can keep a separate workspace on their own device.
The browser copy can be removed. Files you already saved outside the browser remain in your chosen folder or cloud drive. Restore the encrypted backup with its original password to recover your records. There is no online password reset.
Yes, through a locally synced folder on a supported computer, or by manually uploading and downloading backups. Choosing Cloud drive in BillNest does not sign you into the provider or confirm that its upload has finished.
Use the import tools in Settings for supported invoice CSV data and BillNest backups. Review the import preview before adding records, and keep the original files for reference.
Download the invoice PDF and send it with your email app. BillNest can also prepare an email draft. Sending the message is completed through your email service.
Start with a local profile, then choose where to keep your backups.