Help Centre

Go to Invoices → Create Invoice. Select or add your client, add line items, apply a tax formula if needed, and click Save. You can preview the invoice before sending it. Once you're happy, click Send to deliver it to your client by email.

The Free plan lets you send up to 5 invoices per month with InvoiceCast branding. The Pro plan has increased limits (up to 500 invoices/quotes per month), removes Invoice Cast branding from generated invoices, and adds quotes, expenses and data export. The Business plan includes everything in Pro plus contractor management and timesheet-based invoicing. See the Pricing page for full details.

No credit card is required to start using InvoiceCast. You can use the Free plan indefinitely. If you upgrade to Pro or Business plans, credit card might be required and a 14-day free trial is included — no payment is taken until the trial ends.

Once an invoice has been sent, its content is locked to protect the legal record. The sender and recipient details are captured as a snapshot at the time of sending. If you need to make corrections, you can mark the original invoice as void and create a new one.

Yes, you can delete any invoice in draft status. Sent invoices cannot be deleted to preserve the legal record. If you need to remove a sent invoice, you can mark it as void instead.

The Free plan uses a standard template with InvoiceCast branding. Pro and Business plans allow you to choose one of the available templates, color scheme and use your company logo directly on the invoice edit page

Free plan invoices include a small "Powered by InvoiceCast" footer. This is removed automatically when you upgrade to a Pro or Business plan. No configuration is needed — the footer is based on your current plan at the time the PDF is generated.

Invoice numbers are assigned automatically in sequential order per account (INV-0001, INV-0002, and so on). Numbers are never reused, even if an invoice is deleted. You cannot manually set or change an invoice number.

Open the invoice and click Mark as Paid. You can optionally enter the payment date. Paid invoices appear in your dashboard totals and are excluded from the outstanding balance.

No. If you delivered the invoice outside of InvoiceCast, you can simply mark it as sent without actually sending an email. Open the invoice, click Mark as Sent, and confirm. This updates the invoice status and allows you to keep accurate records without sending an email to your client.

InvoiceCast tracks email delivery and, if your client's email provider supports it, whether the email was opened. You can see this information in the invoice details under Email Delivery. Free plan users have access to delivery status, while Pro and Business plans also show open status and timestamps.

First, check the invoice's Email Delivery status. If it shows Delivered, ask your client to check their spam or junk folder. If it shows Failed or Bounced, there may be an issue with the email address — verify that it's correct in the client record. If you need to resend the invoice, you can do so from the invoice details page.

Open the invoice and click Resend Invoice. You can add an optional message to include in the email body. This is useful if you want to follow up with your client or provide additional context.

A quote (also called an estimate) is a non-binding price proposal you send to a client before work begins. Quotes do not create a payment obligation. Once a client accepts a quote, you can convert it to an invoice with one click. Quotes are available on Pro and Business plans.

A recurring invoice is a saved invoice blueprint plus a schedule. On each occurrence, InvoiceCast automatically generates a brand-new invoice from the blueprint. Recurring invoices are available on the Pro and Business plans.

Go to Recurring → New schedule. Pick the client, add your line items and tax formula, choose a frequency (weekly, monthly, quarterly, or yearly) and a start date, and decide whether each invoice should be auto-sent or left as a draft. Save, and the schedule takes over from there.

With auto-send off (the default), each occurrence is created as a draft so you can review and send it yourself. With auto-send on, InvoiceCast finalizes the invoice and emails it to the client automatically. If an auto-send ever fails — for example, the client email is invalid — the invoice is kept as a draft and you are notified, so nothing is silently dropped.

Every generated invoice is a standalone document: it gets its own sequential invoice number, its own sender and recipient snapshot, and a due date based on your default payment terms. Taxes are recalculated at the moment each invoice is generated, using the current tax formula and the invoice's issue date — so a rate change mid-schedule is always reflected correctly.

Yes. You can pause and resume a schedule at any time, and edit its blueprint or cadence. Edits apply to future occurrences only — invoices already generated are never changed. Deleting a schedule stops future invoices but keeps everything it has already produced. The first-invoice date is fixed once a schedule is created.

If generating an invoice would exceed your plan's limits, that occurrence is skipped and retried automatically on the next cycle, and you are notified. If your plan no longer includes recurring invoices (for example after a downgrade), or if the schedule's client is removed, the schedule is paused and you are notified; you can resume it once the situation is resolved.

Yes. Go to Clients → Import and upload a CSV file with your client data. Download the template from the same page to see the required format. You can map columns from your file to the correct fields before confirming the import.

Open the client record and choose Delete from the actions menu. Clients with existing invoices can still be deleted — your invoices are preserved and their snapshot (the client details captured at invoice creation) remains intact.

Yes. Client names are not required to be unique. Use the client notes or company name fields to distinguish between them.

InvoiceCast includes pre-built formulas for all Canadian provinces and territories (GST, HST, QST, PST) and US states (sales tax). These are updated annually. You can find them under Tax Formulas in the sidebar.

Yes, on the Pro and Business plans. Go to Tax Formulas → Create. You can define single-rate taxes or compound taxes (tax applied on top of another tax, such as QST applied on GST). Custom formulas appear alongside system formulas when creating an invoice.

Nothing. When an invoice is created, the tax breakdown is captured as a snapshot and stored with the invoice. Changing or deleting a tax formula does not affect any previously created invoices.

Go to Expenses → Add Expense. Enter the amount, category, date, and an optional description or vendor name. Expenses can be filtered by date range and exported with your invoices. Expenses are available on Pro and Business plans.

Yes. Go to Expenses → Import and upload a CSV file. Download the import template to see the expected column format. Imported expenses behave identically to manually entered ones.

When a business adds you as a contractor, they do not appear as a client in your Clients list. This is by design — your contractor relationship (timesheets, auto-generated invoices) and your own independent invoicing (your clients, your invoices) are kept completely separate. Invoices generated from approved timesheets are handled automatically and do not require a client record. If you want to send the business an independent invoice outside the timesheet flow, you can manually add the business as a client from your Clients page.

Go to My Timesheets → Create Timesheet. Select the period, add your time entries, and click Submit. Your business client will be notified and can approve or request changes.

When a business approves a timesheet, an invoice is generated automatically based on the approved hours and rate. Both you and the business receive a copy. The invoice cannot be edited — it reflects the approved timesheet exactly.

Go to Timesheets in the Team section. Open the submitted timesheet and click Approve. You can also request changes with a note, which returns the timesheet to the contractor for revision.

Go to Settings → Profile. You can select your preferred language (English or French) from the Language field. The language applies to the interface and to any invoices and emails generated from your account.

Go to Settings → Account → Delete Account. After confirming, your account is placed in a 30-day grace period during which you can still log in and cancel the deletion. After 30 days, your personal data is permanently removed. Invoices and financial records are retained for 7 years as required by tax law, but all identifying information is removed.

Yes, within the 30-day grace period. Log in and go to Settings → Account to cancel the deletion request.

Go to Settings → Billing → Upgrade Plan. Select the plan you want and enter your payment details. Upgrades take effect immediately and you are billed pro-rata for the remainder of the current billing period.

You retain access to your current plan features until the end of the billing period you have already paid for. After that, your account moves to the Free plan. Your data is not deleted — only the plan changes.

Yes. Payment processing is handled by Stripe. InvoiceCast does not store your full card number or CVV — only a payment method token provided by Stripe.

Open Invoices, Clients, or Expenses and click Export. Choose a date range, pick the exact columns you want, and download as CSV or Excel (XLSX). You can start from a preset — including QuickBooks, Xero, and Wave layouts — or build your own column selection. Paid plans can export any period; the Free plan can export the last 30 days.

Yes. When you export invoices, quotes, clients, contractors, or expenses, you can select exactly which columns to include and reorder them using a preset. Presets such as QuickBooks, Xero, and Wave give you a ready-made column layout for popular accounting software; choose "All columns" to include everything, or build a custom selection. Column selection applies to CSV and Excel files (the PDF summary is an aggregate report).

Yes. Go to Settings → Export Data to download a full export of your account data in JSON format. The export includes your invoices, clients, expenses, and account information. Exports are available on the Pro and Business plans.

Yes. All personally identifiable information — including client names, addresses, and contact details — is encrypted at rest using application-level encryption. Invoices and financial records are stored in an encrypted database.

Only you can access your data. InvoiceCast staff do not access your account data except in limited, documented cases required for support or legal compliance. See our Privacy Policy for full details.