Help Center
Invoiv would be nothing without our customers. Our hope is we’ve created a business platform that is easy to use, helpful for small and mid-size business owners, and intuitive.
Be sure to check out our library of tutorial videos, showing you live on a screen how to use the features of Invoiv.
That being said, we know you may have questions or run into issues from time to time. We use a ticketing system for support so we can capture issues, identify potential problems, and help us further round out our FAQ section below.
Please review the FAQs below. If you need more help, please go to our support hub and we will handle your issue directly.
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Frequently Asked Questions
If you have questions, we have answers. Our goal at Invoiv it to make invoicing, quote generation, bill payment, and cash flow simple for small and mid-size businesses, at a cost that won't break the bank. If you have additional questions, please contact us.
Frequently Asked Questions
An invoice is an itemized bill, issued by anyone selling goods or services. An invoice will detail the agreed prices or fees, and list out the products or services that have been provided. Upon receipt, the buyer will settle the invoice.
Invoices have a practical purpose – making sure you get paid for goods or services you’ve provided a customer. They can also help to create a professional impression and build client relationships, as well as acting as a legal record of sales made.
Yes, our user dashboard lets you add your own company logo. Just select the logo box in the top right corner, and upload your logo, or drag and drop it into place. Both JPG and PNG images are supported.
It’s simple! Click the sign-up button at the top of this page. You can set up an account for free, which will remain free if you send out 10 invoices or less per month. And if you need to send out more than that, a “Standard” account costs $5.00 monthly.
Yes! Our Standard and Premium packages allow you to create invoices for more than one business. This is great if you have multiple LLC’s, side hustles, etc.
Absolutely. Only you can decide who you want to share the invoices, and quotations with. The documents you create are accessible only through special URLs that you share or PDFs that you download. We do not share your data with anyone for any purpose.
Our entire system is web-based, so you just need an Internet connection and browser — no installation is necessary for our online software!
Of course! We wouldn’t be in business if we didn’t take care of our customers. Our best route to support issue resolution is our “support” center. You can open a ticket and typically get a response within one business day, if not sooner.
We leverage a “ticket” system to track issues and catalog user questions to improve our FAQ section, knowledge base, and user manual.
We integrate with PayPal and Stripe for online payment methods. Your customers can pay with their PayPal account, a credit card, or a bank account. Their funds are sent to the account you have set up with PayPal or Stripe.
Customers can also pay by check or cash. You just need to mark the invoice as paid so it reflects correctly on your reporting and keeps your customer from getting email reminders about payment due dates.
Electronic invoices are created with online invoicing software or other cloud-based services, making it easy to automate the invoicing process. Electronic invoices also provide small business owners with professional-looking digital invoices their customers can pay easily online through a system like Invoiv’s online payments.
On the other hand, paper-based invoicing is a manual process requiring extra time for things like invoice tracking and following up on overdue invoices, which can keep you away from the best parts of running your small business.
Manually creating invoices in Microsoft Word or Excel can be time-consuming and difficult to manage. Digital invoicing empowers your small business by automating invoice processing and saving time by tracking key invoice data like upcoming and outstanding invoices. You can also manage late payments more efficiently through e-invoicing by setting up payment reminders to send to your customers before an invoice due date.
Absolutely! Whether you’re a freelance writer, a freelance editor, a freelance front-end developer, or a marketing consultant, you can use invoicing software to send professional-looking invoices to your clients and get paid faster.
Sign up for any plan to take the bookkeeping and invoicing basics for a spin for 30 days. It’s free. Then, whenever you’re ready, you can upgrade to the Standard or Premiums Plan to unlock even more money management features. Our plans are built for small business owners at every stage!
Yes, you can unsubscribe at any time! The cancellation of your subscription will take effect at the end of the billing period in which you cancel.
Our basic plan allows you to set up one single business. This means all your invoices will come from one business.
The Standard Plan allows you to have three businesses under your user. This means if you have a landscaping business, a snowplowing business, and a gutter cleaning business, they are all covered until the one subscription.
The Premium Plan allows you to have up to five businesses under your subscription.