Send invoices with more clarity and less admin.
CDT InvoicePilot helps Canadian businesses create invoices, share payment links, track document status, issue receipts and keep customer billing connected to the work that was completed.
What is CDT InvoicePilot?
InvoicePilot is CDT’s invoicing tool for Canadian businesses. It helps teams create and send invoices, share payment links, monitor billing status, issue receipts and keep payment activity connected to the wider CDT Growth workflow.
Keep billing connected to the work
Move accepted work forward without losing visibility between the proposal, customer record and invoice.
Create invoices
Build clear invoices for services, projects and recurring work.
Share payment links
Give customers a straightforward path to complete payment.
Track status
See draft, sent, paid and unpaid documents in one place.
Stay connected
Link billing to ClientConnect CRM and accepted QuoteCraft work.
From approval to invoice, without losing the customer context
Use QuoteCraft to manage the proposal, then use InvoicePilot to support the next billing step. ClientConnect keeps the lead, task and customer activity visible around both.
- Send invoices and payment links from one dashboard
- Issue receipts and keep document history organized
- Review revenue alongside customer, lead and conversion reporting
- Support a cleaner handoff after approved work
Use InvoicePilot with a new CDT website or your current one
New CDT website
Every CDT website plan includes a new, mobile-responsive website with up to 10 core pages. Growth Foundation and above add InvoicePilot and connected business tools.
Software Only
Keep your existing website and connect InvoicePilot to your current customer workflow. Integration and onboarding can be scoped separately.
Quote to payment
Connect InvoicePilot with QuoteCraft for a clearer move from approved work to billing.
Measure growth
Review invoicing activity alongside the reporting available through ClientConnect CRM.
Give every completed job a clearer path to payment.
Talk to CDT about InvoicePilot, web design, SEO and the connected CDT Growth tools behind your customer journey.