Powerful tools for modern businesses

Everything you need to manage your clients, cashflow, and projects. Built specifically for Canadian freelancers and small businesses.

Getting Paid

Phase-Based Quoting & Invoicing

Quote a multi-phase project, then convert individual phases to invoices as milestones are completed. No re-entering data, no copy-paste. Nobody else does this cleanly.

  • Phase-based billing: Break large project quotes down into distinct phases for individualized, milestone-based invoicing.
  • Convert quotes to invoices with a single click once approved.
  • Frictionless onboarding: Add a client and send a quote in 30 seconds.
  • Recurring billing for your retainer and subscription clients.
Quote → Invoice Approved
QUOTE-008 1 Click to Convert
New Client Retainer
Monthly SEO$1,000.00
Content Writing$800.00
Client Experience

Client Portal, No Signup Required

Clients pay, view their history, and download files through a private link. No account needed. Every competitor forces client registration. NimBill doesn't.

  • QR code on every PDF invoice so clients scan and pay in 30 seconds
  • No login required. Private link access to invoice history and files
  • One-click "I've sent payment" button — you get an instant email notification when a client marks an invoice paid
Menu
INV-1042 Due Today
Website Redesign
$2,450.00
Design$1,000.00
Development$1,450.00
Expense Tracking

Expense Tracking & Receipt Scanner

Throw out the shoebox of receipts. Snap a photo and NimBill reads the vendor, amount, and GST automatically. No manual entry.

  • Receipt Scanner extracts data instantly from photos.
  • Categorization helps you maximize your tax write-offs.
  • GST/HST Reports ensure you're always ready for tax season.
Receipt Scanner Scanning Active...
Realistic Receipt
VendorHome Depot
DateMar 11, 2026
Subtotal$75.76
Tax Found (10.25%)$7.77
Total Amount$83.53
Recurring Revenue

Retainer & Recurring Billing

Bill your monthly retainer clients automatically. Set it up once and NimBill handles the rest — no more manually sending the same invoice every month.

  • Recurring schedules: weekly, bi-weekly, monthly, or custom intervals
  • Auto-generates invoices on the schedule you set — no action needed
  • Full retainer history per client — see what was billed and when
Monthly Retainer Active
SEO Retainer Monthly
Acme Corp
Monthly SEO Management$1,500.00
Next invoiceApr 1, 2026
Products & Stock

Services & Inventory Tracking

Build a catalog of your services and physical products. Add them to invoices in seconds, and track stock levels for products you keep on hand.

  • Service catalog: save your common services with prices, reuse on any invoice
  • Physical inventory: track stock on hand and set reorder points
  • Auto-generated SKUs or bring your own product codes
Inventory 12 items
Network Cable (1m)48 in stock
Monthly SupportService
Laptop RAM (16GB)2 — reorder!
Site Visit (1hr)Service
Get Paid Online

Accept Card Payments from Clients

Connect Stripe to your NimBill account and clients can pay invoices by credit card, debit, Apple Pay, or Google Pay — directly from their client portal.

  • Stripe Connect: your money goes directly to your bank — NimBill never touches it
  • Apple Pay & Google Pay supported automatically — no extra setup
  • E-Transfer also supported via the "I've sent payment" button for clients who prefer it
Secure
INV-1048 $3,200.00
Johnson Renovations
Business Plan

Team Management

Running a small shop with employees or subcontractors? Invite your team to share your NimBill workspace. Everyone sees the same clients and invoices.

  • Invite by email: send an invite link and they join your shared workspace
  • Owner & Member roles: control who can manage billing and settings
  • Remove members any time — they lose access instantly
Team Members Business
MT Mitch T. Owner
SB Sarah B. Member
New

Follow-up Intelligence — Know Before You Chase

NimBill tracks every time a client opens your pay link or portal, then surfaces exactly what to act on. Stop guessing who's ignoring you and who just hasn't seen it yet.

  • Pay link tracking: see exactly how many times a client opened the invoice link but didn't pay
  • Smart nudges on your dashboard: "opened 4 times, hasn't paid" vs. "never even looked at it" — two very different conversations
  • Client last-seen: know when a client last visited their portal, visible at a glance on every client card
  • Revoke links instantly: if a client relationship ends, invalidate their portal link in one click
Follow-up Nudges 2 urgent
INV-1042 Acme Corp Hot

Opened the pay link 4 times but hasn't paid. This is your warmest follow-up.

$2,450
INV-1039 Johnson Renos Overdue

Invoice is overdue and they checked their portal recently — they know.

$890
INV-1044 Smith Media No view

Sent 5 days ago and the pay link has never been opened.

$1,200