Help Centre

Creating your first invoice

Add your business details, client info, and line items to generate a professional invoice in under a minute.

Setting up your account

How to complete your business profile, upload a logo, and configure your default invoice settings.

Choosing the right plan

Comparison of Basic, Pro, and Business plans — which features are included at each tier.

Adding your logo and brand colours

Upload a PNG, JPG, or SVG logo and set your accent colour to match your brand identity.

Choosing an invoice template

Browse and preview the available invoice templates and set your default.

Adding custom fields

Add project codes, PO numbers, or any label and value you need on your invoices (Business plan).

Sending an invoice to a client

How to send an invoice by email directly from Invoicify, including customising the email message.

Invoice tracking — Sent, Viewed, Paid, Overdue

Understanding invoice statuses and how to manually update or rely on automatic payment confirmation.

Setting up automatic payment reminders

Configure reminder emails for overdue invoices on the Business plan.

How clients pay you through Invoicify

Overview of online payment options available to your clients when they receive an invoice.

Supported currencies

Invoicify supports multi-currency invoicing on Pro and Business plans. How to set your invoice currency.

Adding and editing clients

Store client names, addresses, email addresses, tax IDs, and payment terms in your client list.

Inviting team members

How to invite up to 5 team members on the Business plan and manage their permissions.

Downloading invoices as PDF

How to download a single invoice or bulk-export multiple invoices as PDFs.

Exporting your invoice history as CSV

Export all your invoices in CSV format for use in accounting software or spreadsheets.

Understanding your subscription and billing cycle

When you're charged, how auto-renewal works, and where to find your invoices from us.

Upgrading or downgrading your plan

How plan changes take effect and how billing is adjusted on upgrade or downgrade.

Requesting a refund

How to claim your 30-day money-back guarantee. What's covered and how long processing takes.

Cancelling your subscription

How to cancel from account settings, what happens to your data, and how to export before you go.

Downloading your data before cancelling

Export all your invoices and client records before your account closes.

How Invoicify protects your data

Overview of our TLS encryption, at-rest encryption, password hashing, backup practices, and GDPR alignment.

GDPR and your rights as a data subject

How to request access to, correction of, or deletion of your personal data.