Invoicing built for the way NZ builders get paid

Progress claims with correct 15% GST, a CCA 2002 retention ledger, deposits and a 13-week cashflow forecast — invoicing that understands a build, synced to Xero.

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Invoicing that understands a build, not just a sale

A build doesn't get invoiced like a product. You take a deposit, raise progress claims as stages complete, hold and release retentions under the CCA 2002, and chase the balance on handover — all with 15% GST handled correctly. Generic invoicing tools make you bolt that on by hand. Toolie's invoicing is built for it.

From deposit to final claim

Progress claims against the schedule with correct 15% GST
CCA 2002 retention ledger with automatic release dates from Practical Completion
Deposits, variations and credits that flow into the claim
13-week cashflow forecast and profitability per job
Bills, receipts and purchase orders tracked against the job
Xero sync — invoices and bills sync, with payment status flowing back
Construction Contracts Act payment claims carry the prescribed Form 1 and the s20(2) statement on the invoice, the emailed PDF and NZS 3910 claims
Bring your old invoices across — import invoices of every status from your old app without touching your books or GST return

Trades: bill in stages

On a trade quote you can name each stage and its percentage, with an optional deposit first. On the job, each stage invoices as one line and the final invoice is the itemised job less everything already billed, so the stages add up to the agreed price to the cent. A stage can’t be billed twice, and stage invoices can be issued as payment claims (never the deposit).

Quote, build and invoice in one line

Because the invoice comes from the same system as the quote and the job, the claim matches what you priced and built — no re-keying, no missed variation. It's included in your flat plan, not a separate billing add-on.

See quoting, job management, or the full feature guide.

Common questions

Does Toolie do progress claims and GST?

Yes — progress claims against the schedule with correct 15% GST, plus deposits, variations and credits, all syncing to Xero.

Does it handle retentions?

Yes — a CCA 2002 retention ledger holds and releases retentions with automatic release dates from Practical Completion, and feeds the 13-week cashflow forecast.

Can I bill a trade job in stages?

Yes — on a trade quote you set a deposit and named stages with percentages. Each stage invoices as one line and the final itemised invoice is the job less everything already billed, so the stages add up to the agreed price to the cent. A stage can’t be billed twice.

Can I import my old invoices?

Yes — Toolie’s importer brings in invoices of every status from Tradify, Fergus, ServiceM8, Xero, MYOB and other exports or a spreadsheet. Paid history stays out of your books, GST return and Xero, and imported invoices aren’t auto-chased.

Do I still need Xero?

Toolie syncs invoices and bills to Xero with payment status flowing back, so you can keep your accountant's workflow while invoicing from the job. Pricing is flat from NZ$49/mo ex-GST.

Quote, comply and get paid — in one place

Start free today. Built around NZS 3604, H1, Healthy Homes & CCA 2002. One flat price for your whole crew.

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