How to use Canmers

1. 1Go to canmers.com/sign-up and sign up with your email and a password.
2. 2Type your business name. Your web address builds itself underneath — Green Valley Market becomes canmers.com/green-valley-market.
3. 3Click Continue. You land on your dashboard.

Three things, once. Every invoice afterwards is faster.

1. 1My Store → Business Details — your phone, email, address, HST number, and tagline. Upload your logo and pick Modern or Classic receipt style.
2. 2My Store → Settings — currency, HST on or off and the rate, shipping on or off.
3. 3Products — add the five or ten things you actually sell.

If your last paper invoice was #4,206, your first Canmers invoice should be #4,207 — not #1.

1. 1Go to My Store → Settings.
2. 2Find Invoice numbering and set the next number to 4207.
3. 3Save. Every invoice from here counts up from there.

You can also date an order in the past, so you can type in your paper history first and keep one continuous set of records.

1. 1Go to Products and click + New Product.
2. 2Enter the name, e.g. Premium Gourmet Garlic.
3. 3Add a description if you want one — it prints on the invoice line.
4. 4Choose how it's sold by: kg, dozen, each, lb, bunch, box, litre, or tray.
5. 5Set a default quantity — the amount people usually order. Saves a keystroke every time.
6. 6Set the price per unit, then save.

1. 1Go to Products and click the product.
2. 2Click Edit, change the price, and Save.

New invoices use the new price. Invoices you already wrote keep the price they were written at, so your past records stay accurate.

Open the product, click the delete icon, and confirm. Admins only.

1. 1Go to Customers and click + New Customer.
2. 2Enter their name.
3. 3Add their phone and email — the email is what the Email invoice button uses later.
4. 4Start typing the address and pick it from the autocomplete list.
5. 5Save. Canmers assigns the next customer number automatically.

1. 1Go to Customers and click their name.
2. 2Scroll to Orders— every order they've placed, with the status and total, ending in a bold Grand Total.

On the customer's page, click Mapunderneath the address. A map of the delivery address opens right there — useful when you're planning a delivery run.

1. 1Click + New Order — in the sidebar, or from the Orders page.
2. 2A blank, auto-numbered order opens, dated today.
3. 3Pick a saved customer — their name, address, and email fill in — or just type a walk-in name.
4. 4For each line: pick a product from the dropdown (unit and price fill in), or type a one-off description. Set the quantity, and adjust the price if today's is different.
5. 5Add discount, HST, or shippingif they apply, with a short note beside each — like “market-day discount”.
6. 6Add any notes or terms — these print at the bottom of the invoice.
7. 7Click Save.

On the Orders page, combine any of these:

• Status tabs — click several to combine them, e.g. Created + Pending.
• Month — one dropdown.
• From / To date — for an exact range.
• Search — by customer name or order number.

The Orders found · Total billed · Still owedstrip above the table always matches your filter, not just the page you can see. Because the filter is stored in the web address, you can bookmark a view — “all unpaid orders” as a browser favourite. Clear filters resets everything.

1. 1Open the order.
2. 2Open History.

You'll see every event, newest first — Order created, Status changed: Pending → Paid, Items updated (1 added, 2 changed) — with the before and after values.

On the Orders list, use the delete icon at the end of the row. Admins only, and it asks you to confirm first.

1. 1Go to Orders and find the row.
2. 2Use the coloured status dropdown in that row — no need to open the order.
3. 3Choose Paid. It saves immediately.

For Cancelled or Returned, you'll be asked for a reason. Type it and confirm — it's stored in the order's history.

1. 1Open your dashboard.
2. 2Click the Owed this year card.
3. 3You land on exactly those unpaid orders, oldest debts included.

The Need attention card does the same for orders still sitting at Created, Pending, or Processing.

1. 1Open the order.
2. 2Click Print— your browser's print dialog opens with the invoice already laid out.

1. 1Open the order.
2. 2Click Download PDF. It saves with the order number and customer name in the filename.

1. 1Make sure the customer has an email address saved.
2. 2Open the order and click Email invoice — or Email status updateto tell them it's shipped.
3. 3Your normal email app opens with the subject, message, and itemised order already filled in.
4. 4Add anything personal, then send.

It sends from your own address, so replies come back to you.

1. 1Go to My Store → Email Templates.
2. 2Pick General or Status update.
3. 3Edit the subject and message, and drop in any placeholder — customer name, order number, date, total, status, delivery method, your business name, or a full itemised summary.
4. 4Save.

• Owed this year — money billed but not collected. Click it to see those orders.
• Paid this month— what you've actually collected.
• Orders this month — the count, with your average order value underneath.
• Need attention — Created, Pending, or Processing. Your to-do list.

Use the ‹ › arrows beside Monthly insights. All three charts and the pipeline follow. You can't go earlier than your first order or later than today.

• Orders per day— one bar per day, today in dark green. Hover for the count. On the current month you'll also see what you're on track for by month end.
• Customers per day — how many different customers ordered that day.
• Revenue per day — counted on the day an order is marked Paid, not the day it was written.
• Order pipeline— where this month's orders are sitting.

1. 1Go to My Store → Business Details.
2. 2Pick a receipt style — Modern (clean and minimal) or Classic (boxed and gridded, with an office-use block and footer lines).
3. 3Upload your logo (Plus).
4. 4Fill in your business details — everything here prints in the invoice header.
5. 5Choose an accent colour. Free is fixed to forest green; Plus unlocks the full picker.
6. 6Watch the preview beside the form, and save when it looks right.

1. 1Go to My Store → Settings.
2. 2Pick your currency.
3. 3Turn HSTon, set the rate (13 for Ontario), and choose whether it's calculated before or after the discount.
4. 4Turn shipping on and choose a flat amount or a percentage.
5. 5Save. These become the defaults on new orders — you can still override any single order.

1. 1Go to My Store → Team. (Admins only.)
2. 2Enter their email address.
3. 3Choose a role — Memberwrites and edits orders, products, and customers but can't delete; Admin can do everything, including billing.
4. 4Send the invitation. It shows as pending until they accept.

To change someone's role, use the dropdown beside their name. To remove them, use the remove button and confirm.

1. 1Click Upgrade to Plus in the sidebar.
2. 2Review what Plus unlocks.
3. 3Choose monthly ($6.99 USD) or annual ($4.99 a month, billed yearly).
4. 4Complete checkout. Your first 30 days are free.

Only admins can upgrade. Members see a note asking them to ask an admin. See what's in each plan →

Go to My Store → Billing. Subscription changes your plan, Payment updates your card, and Statements shows past charges. Cancel any time from the same place.

1. 1Go to the Orders page.
2. 2Click Backup, then Download as JSON.
3. 3A file saves to your computer with every order and every line item in it.

Worth doing at the end of each season. Keep it with your books.