Insurance Broker Invoice Generator Canada
Create a Canadian premium invoice or debit note with policy number, coverage period, carrier, broker licence, premium, fee and tax fields — then download as a clean PDF, free, no sign-up required.
Your Business Information
Client Information
Brand Your Invoice
Invoice design
Invoice Details
Line Items
GST/HST-exempt — provincial premium tax may apply (ON 8%, QC 9%, see FAQ) is applied only to line items with the “GST/HST-exempt — provincial premium tax may apply (ON 8%, QC 9%, see FAQ)” box checked.
Signature
Add your authorized signature. It will only appear on the invoice preview and PDF if you actually sign.
Preview:
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| Invoice Date | — |
| Description | Quantity | Rate | Amount |
|---|---|---|---|
| Annual premium — commercial general liability (policy no. above) | 1 | C$0.00 | C$0.00 |
| Annual premium — commercial property, fire & perils | 1 | C$0.00 | C$0.00 |
| Mid-term endorsement — additional insured (pro-rata premium) | 1 | C$0.00 | C$0.00 |
| Broker fee — placement & arrangement of cover | 1 | C$0.00 | C$0.00 |
| Policy administration fee | 1 | C$0.00 | C$0.00 |
| Premium finance / instalment charge | 1 | C$0.00 | C$0.00 |
| Risk survey & insurance review (fee-based advice, 1 hr) | 1 | C$0.00 | C$0.00 |
| Return premium — pro-rata cancellation credit | 1 | C$0.00 | C$0.00 |
| Subtotal | C$0.00 |
| Total | C$0.00 |
Insurance broker invoice generator for Canada
Create a Canadian insurance broker invoice, premium invoice or debit note with policy number, insured party, carrier, coverage period, provincial broker licence reference, premium, broker fee, provincial premium tax and payment notes.
Insurance billing in Canada is not a normal GST/HST service invoice. CRA guidance lists the issuance or arranging of insurance policies by insurers, agents and brokers as exempt financial services, while provincial insurance premium tax can still appear in the premium calculation.
What a Canadian insurance invoice should include
The policyholder needs to connect the amount due to a specific policy, insurer and coverage period. Use the invoice fields for policy number, carrier, term and broker licence detail, then separate premiums, broker fees, policy fees, taxes and return premiums.
- Broker or agency name, address, contact details and provincial broker licence reference.
- Insured or policyholder name, billing address and account reference.
- Carrier, policy number, class of coverage, coverage period and effective date.
- Transaction type: new policy, renewal, endorsement, cancellation, instalment or return premium.
- Premium, broker fee, administration fee, provincial premium tax, finance charge and return premium as separate lines.
- Payment terms, cancellation warning, trust-account or remittance instructions where relevant.
GST/HST, exempt insurance and premium tax
CRA guidance says most financial-institution services are exempt, including issuing or arranging for the issuance of insurance policies by insurers, agents and brokers. Exempt supplies do not collect GST/HST and generally do not support input tax credits.
Provincial insurance premium tax is separate from GST/HST and is often built into the premium or remitted by the insurer. If you show it, use a separate line and match the carrier or broker closing rather than treating it as a generic sales-tax rate.
Broker fees and endorsements
Keep broker fees, administration fees and finance charges separate from the insurer premium. For endorsements or cancellations, show the endorsement reference, effective date and pro-rated additional or return premium.
When this is not the right document
Use this page for policy premium and broker-billed collection. It is not a claim repair invoice, medical provider invoice, insurer bordereau or provincial premium-tax filing.