Handoff

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Access your invoicing workspace securely.

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Handoff

Set up your business

Before creating invoices, add your business details so invoices show the correct name, tax, materials rate, and payment information.

Business profile required. Finish your business setup before creating invoices.

Optional details

Handoff

Dashboard

Create invoices, track paid and unpaid work, and keep clean records.

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Shortcuts

Needs attention

Overdue and draft documents that may need a follow-up.

Recent invoices

Your latest invoices and quotes.

Customer list

Search, reuse, and invoice repeat customers.

Add customer

Save customer details for repeat jobs.

More customer details

Create invoice

Pick a customer, add job items, check the total, and save.

Customer

No customers yet. Add one now before saving an invoice.

Add address or notes

Invoice details

Payment terms and internal notes

Jobs

Add one or more jobs. Each job can have its own labour and items.

Advanced profit settings

Optional. Used only to estimate gross profit. Leave at $0 if you do not want to track labour cost.

Materials Optional consumables charge

Use this for basic supplies and consumables. The charge is calculated from the labour subtotal.

Discount None by default
Tax Business defaults applied

Tax settings

Tax rules vary by business and service. Confirm your setup with your accountant.

Invoice saved

Review the saved invoice or make changes.

Saved invoices

Open documents quickly or use More for secondary actions.

InvoiceCustomerDateTotalStatusActions

Add expense

Record a purchase and keep its supporting receipt.

No receipt attached.

Expense records

Review purchases and prepare an annual accountant export.

Handoff records what you entered; it does not decide whether an expense is deductible or whether GST/HST qualifies for an input tax credit. Keep original supporting documents and confirm tax treatment with the CRA or a qualified Canadian professional.

Items Catalog

Save commonly used items for faster invoices.

Your plan must be active to view business reports. Your export tools remain available below.

Top customers by revenue

Best customers for the selected period.

CustomerRevenueInvoices

Recent unpaid invoices

Work that still needs collection.

InvoiceCustomerDateTotal
Downloads

Export records

Prepare clean records for your accountant or your own files.

Export for accountant

Download invoice summary rows and detailed line-item rows for accountant review.

CSV files open in Excel, Google Sheets, LibreOffice, or accounting software. If it opens in Notepad, right-click the file and choose Open with a spreadsheet app.

Personalize

Appearance

Appearance

Choose the theme used on this device.

Colour theme Dark mode uses charcoal surfaces with the same Handoff green accents.
Business

Business profile

Business Identity

Shown on invoice previews, print output, and exports.

No logo saved.
Defaults

Invoicing and tax

Set these once and Handoff applies them to new invoices.

Tax Setup

New invoices use these tax lines unless edited on the invoice.

Tax rates are defaults only. Confirm your tax requirements with your province or accountant.

Invoice Defaults

Applied only to new invoices.

Getting paid

Payment details and goals

Materials

Default charge for small consumables.

Materials covers small supplies and consumables such as cleaners, grease, soap, rags, small hardware, and shop supplies.

Materials calculation base: labour subtotal only.

Payment Information

Shown on customer-facing invoice output when filled in.

Optional business goalsUsed only for dashboard and report insights.
Account

Plan and support

Handoff Pro

CA$10/month after a 7-day free trial. Billing and receipts are securely handled by Stripe.

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This plan pays for Handoff. Customer invoices you create inside Handoff remain your business records and are not charged through Handoff's Stripe account.

Your records

Data and backups

Download a full backup or restore one on this device.

Backup and restore

Export or restore your settings, customers, items, invoices, quotes, jobs, payments, and tax settings.

Importing a backup replaces the current local data on this device. Expense receipt files are stored privately and are not embedded in the JSON backup.