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 gives you unlimited invoices with InvoiceCast branding — though only 5 per month can be emailed through InvoiceCast (Copy Link, PDF download, and your own email client remain unlimited) — and does not include quotes. The Pro plan adds unlimited quotes and unlimited email sending, removes InvoiceCast branding from generated invoices, and adds 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.

Not for the Free plan — it needs no credit card, and you can use it indefinitely. Pro and Business do: you add a card when you start the 14-day free trial or upgrade, and no payment is taken until the trial ends.

Creating a draft invoice allows you to prepare an invoice without sending it to the client. Finalizing a draft invoice locks it, making it ready to be sent or marked as paid. Once finalized, the invoice content is locked to maintain the legal record.

Make sure you have marked your invoice/quote as sent after finalizing a draft invoice/quote.

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.

It is named after the document itself — the type, the client and the number, like "Invoice - Studio Martin - INV-0007.pdf". Your client's copy is named the same way, both on the PDF attached to the email and when they save it from the link you sent, so the two of you file the same document under the same name. If a draft has no client yet, that part is simply left out. Every plan names downloads this way.

Yes, on Pro and Business plans. Go to Settings → Businesses, open the business, and use the Download filename field under Document defaults. Build the name from {type}, {number}, {client}, {business} and {date}, plus whatever text you want between them — {business}_{number}_{date} produces "Acme Studio_INV-0007_2026-09-18.pdf". A preview under the field shows the result as you type. Leave the field empty to go back to the standard name.

Nothing is deleted. Downloads go back to the standard name while you are on Free, and your pattern is waiting exactly as you left it if you upgrade again.

Because the document itself is. When a client has a preferred language on their client record, their copy of the invoice is written in that language and the filename follows it — a French-speaking client receives "Facture - …" for the same invoice you download as "Invoice - …". Your own downloads always use your language.

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.

Open the invoice and check the Email Delivery status. If it shows Delivered, the email was successfully delivered to your client. If it shows Failed, 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.

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.

Update the client's email address under Clients, then open the invoice and click Resend Invoice. Because the previous attempt failed, InvoiceCast automatically sends this resend to the corrected address instead of the one that bounced — you don't need to do anything else. If the invoice was already delivered successfully to the original address, changing the client's email afterward won't redirect a future resend; in that case, void the invoice and create a new one with the correct details.

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.

Yes. Connect Gmail once under Settings → Integrations. After that, the Send window for an invoice, quote or receipt offers "Send from my Gmail" next to the usual send button. The email goes out from your Gmail address, lands in your Gmail Sent folder, and your client's replies come straight to you. It contains the same message and PDF as an email sent by InvoiceCast.

1. Go to Settings → Integrations. 2. In the Gmail section, click Connect Gmail. 3. Google opens. Sign in if asked, and choose the Google account you want to send from. 4. On Google's permission screen, make sure "Send email on your behalf" is ticked, then confirm. 5. You are taken back to Settings → Integrations, which now shows "Connected as" and your Gmail address. You only do this once. If you untick the send permission on Google's screen, nothing is connected: click Connect Gmail and try again.

1. Open the invoice. If it is still a draft, click Finalize and Send; if it is already finalized, click Continue to Delivery. 2. In the Send window, click Send from my Gmail, just under the usual Send invoice button. The line under it shows the address the email will come from. 3. That's it. Your client receives the same email and PDF, from your address, and a copy is in your Gmail Sent folder. To send it again later, open the invoice, click Resend Invoice, then Resend from Gmail. Quotes and receipts work the same way. The choice is made each time you send: clicking Send invoice still sends through InvoiceCast.

No. When you connect, Google asks you to allow one thing only: sending email on your behalf. InvoiceCast cannot read, search, change or delete anything in your mailbox, and never sees your Google password.

Only the ones you choose, each time you send. Recurring invoices, payment reminders and invoices created from timesheets are always sent by InvoiceCast. On the Free plan, emails sent from Gmail count toward your monthly email limit, just like emails sent by InvoiceCast.

Two limits can apply. On the Free plan, Gmail sends share your 5 free invoice emails a month with emails sent by InvoiceCast; they are not extra. When they are used up, both send buttons are replaced by an upgrade note until next month. Pro and Business have no monthly limit. Google also limits how much any Gmail account can send in a day: about 500 emails for a personal Gmail account and about 2,000 for Google Workspace. If Google refuses a send because of it, InvoiceCast tries again automatically over the next few hours, and emails you if it still cannot get through.

No. A Gmail connection belongs to the person who connected it. Each user on the account connects their own Gmail under Settings → Integrations, and an invoice is always sent from the Gmail of the person who clicks Send. Nobody else can see, use or disconnect your connection.

Gmail does not tell InvoiceCast whether a message reached your client. If an address is wrong, the bounce notice arrives in your own Gmail inbox, not in InvoiceCast. You will still see when your client opens the invoice link.

If Google no longer accepts the connection — for example because you changed your Google password or removed InvoiceCast's access — the send fails, we email you, and Settings → Integrations shows Reconnect Gmail. InvoiceCast never sends the invoice from its own address instead. Reconnect Gmail, then resend the invoice.

Go to Settings → Integrations and click Disconnect. InvoiceCast's access is revoked at Google right away and the stored connection is deleted. Invoices you already sent stay in your Gmail Sent folder. You can connect again at any time.

Yes, with any Google account, as long as your Workspace administrator allows third-party apps to send email. The invoice is always sent from the address you connected with, not from an alias.

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, for the invoice's issue date — so a rate change mid-schedule is always reflected correctly. A schedule on automatic tax uses the client's location at that moment; one where you picked a formula keeps that formula.

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 account's monthly invoice fair-use limit, 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.

It can do two separate things, and you control each one. First, it emails you a daily summary of what is due soon and what is late — that is on by default on every plan and goes only to you and your account's admins. Second, it can email your client directly about an unpaid invoice. That one is off until you switch it on, and no client is ever emailed automatically until you do.

Go to Settings → Reminders and switch on "Send automatic reminders to my clients". You can also enable just the reminders before the due date or just the ones after it. Reminders go out under your name, with your email address for replies, so a client who replies reaches you and not InvoiceCast.

On the standard schedule: three days and one day before the due date, then one, three and seven days after it, with the wording getting firmer as the invoice ages. Reminders are only ever sent between 8am and 6pm in your account's timezone, so a client is never emailed overnight, and never more than one reminder per invoice per day.

Up to 2 per invoice on the Free plan and up to 5 on Pro and Business, counted across the whole life of that invoice — a reminder you send by hand counts against the same total. Reminders stop as soon as the invoice is paid or cancelled, and a part-payment is reflected too: the next reminder asks for the balance still owing, not the original total.

On Pro and Business, yes. You can pick your own dates — up to five, anywhere from 30 days before the due date to 90 days after — set the tone of each one, and add your own block of text for payment instructions or a note about the work. The Free plan uses the standard schedule. If you downgrade, your custom schedule is kept rather than deleted; it simply stops being applied until you upgrade again.

Open that invoice and choose "Stop reminders". It stops every automatic reminder for that one invoice straight away and leaves your other invoices alone. Reminders are part of the transaction rather than marketing, so they carry no unsubscribe link of their own — this is the control that stands in for one, and it is the right way to honour that request.

No. The clock starts the moment you switch reminders on: any reminder date that has already passed is skipped rather than sent late. If a date is missed after that, InvoiceCast sends at most one catch-up reminder per invoice instead of one for every date that went by.

Yes. Open the invoice and use "Send a reminder" — you can preview the exact email first. A manual reminder counts against the same per-invoice total, and it takes the place of that day's automatic reminder, so your client never receives two on the same day.

The account owner and any admins, each in their own language. Regular members do not receive it. It is only sent on days when something is actually outstanding, and you can switch it off in Settings → Reminders.

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.

It is a list of the work you bill for, saved once and reused. Each item holds a name, an optional longer description, a unit price, a unit (hour, day, item, and so on), and a default quantity. When you write an invoice you pick an item instead of retyping it. The catalog is available on every plan — only the number of items you can save differs: 5 on Free, 500 on Pro, and unlimited on Business, subject to fair use.

Go to Catalog → New item, fill in the name and price, and save. You can also create one without leaving an invoice: in the invoice editor, open the item picker on a line and choose "Save a new item". It is added to your catalog and inserted into that line in one step.

No, and this is deliberate. Picking a catalog item copies its details onto the invoice line — it does not link to it. Once the line exists, it belongs to that invoice. Editing the price, renaming the item, deactivating it, or deleting it outright has no effect on any invoice, quote, or recurring schedule that already used it. New prices apply the next time you pick the item.

Yes. Everything the item fills in — description, quantity, and price — is an ordinary invoice line you can edit freely afterwards. Your edits stay on the invoice and never travel back to the saved item.

Yes. Names are not required to be unique. If you save an item whose name matches one you already have, InvoiceCast shows a note so you can tell it was not a slip — but it will not stop you. Use the description to tell similar items apart.

Yes, on Pro and Business. Give a saved item a default tax setting — Taxable, Exempt or Zero-rated — and it is copied onto the invoice line when you insert the item; you can still change it on the line. Tax is then calculated on the taxable lines only. On Free, one tax applies to the whole invoice, so bill taxable and exempt work on separate invoices. See Automatic tax (place of supply) below for how per-line tax works.

Nothing is deleted. If you drop below your new plan's item limit you keep every saved item, and you can still edit them and use them on invoices. Only adding new items is blocked until you are back under the limit — either by deleting some items or by upgrading again.

Deactivating hides an item from the picker while you write invoices, but keeps it in your catalog so you can bring it back later — useful for seasonal work or a service you have paused. Deleting removes it from your catalog entirely. Neither one touches invoices that already used the item. Note that inactive items still count toward your plan's item limit.

Not yet. Items are added one at a time for now. CSV import and export for the catalog are planned.

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.

Automatically, from where your client is and where your business is registered. For a Canadian business, GST/HST follows the client's province, and a provincial sales tax is added only where you are registered for it: a Quebec business invoicing an Ontario client charges HST 13%, and invoicing a BC client charges GST 5% without BC PST. A client outside Canada gets a zero-rated export at 0%. For a US business, clients in your home state are charged that state's sales tax, clients in another state are charged only if you are registered in their state, and clients outside the US are not charged US sales tax. Automatic tax works for businesses in Canada and the US; elsewhere you pick the tax yourself, as before. Open "Why?" next to the tax in the invoice editor to see the reason for each invoice.

Automatic tax by client location is on every plan, including Free. Pro and Business add tax registrations in other provinces or states, client tax rules (exempt, zero-rated or a fixed formula), exempt and zero-rated line items, goods taxed where they are delivered, a note on why you changed the tax, and the tax filing report with sales by place of supply. Anything you set up on Pro keeps applying if you later move to Free; you just cannot change it.

Two locations: your client's country and province or state, set on the client's form or when you add a client from the invoice editor; and your business's province or state, under Settings → Businesses. If either is missing, your business's default tax is used and the editor tells you which one to add, with a link to it. On a phone, the collapsed tax settings show "location missing" so you do not have to open them to find out.

Yes, any time. Click "Change" next to the automatic tax to switch the invoice to manual and pick a tax formula; the picker starts on a formula that charges the same taxes, so the total does not jump. Click "Use automatic" to go back. On Pro and Business you can also note why you changed it — the note stays in your records and is never printed on the invoice.

On Pro and Business, go to Settings → Businesses, open your business and add it under Tax registrations — for example QST outside Quebec, another province's PST, or sales tax in another US state. Automatic tax then charges that tax to clients there, and invoices that charge it print your registration number, if you entered one. You can give a registration a start and end date. Your home province's or state's own tax does not need adding.

Say so once on your business, under Settings → Businesses. Automatic tax then leaves your province's PST or RST off, and charges only GST. Until you answer, InvoiceCast assumes you are registered, which is how your invoices worked before automatic tax.

On Pro and Business, open the client and, in its Tax section, set Tax treatment to "Exempt from sales tax" or "Zero-rated (0%)"; or pick a formula under "Always charge" to charge that client the same tax every time. Their invoices then follow that rule automatically, and say why on the document. If you record an exemption reference, such as a certificate number, it is stored encrypted, kept only while the client is exempt, and never printed or shared.

Yes, on Pro and Business. Each line has a Taxable, Exempt or Zero-rated setting; tax is calculated on the taxable lines only, and exempt or zero-rated lines are marked (E) or (Z) on the invoice with their own subtotal. You can also give a saved service or product a default setting, which is copied onto the line when you insert it. On Free, one tax applies to the whole invoice.

On Pro and Business, tick Goods on the lines that are goods, then click "Add ship-to address" on the invoice and choose where they are delivered under "Goods delivered to". Goods are then taxed where they are delivered and everything else where your client is, and matching taxes are combined into one line. Without a delivery location, goods follow your client's location.

Sent invoices never change: the tax is fixed when you finalize or send. A draft on automatic tax checks again every time you save it, and once more when you send it. A duplicate of an automatic invoice, and each invoice from a recurring schedule on automatic tax, uses the client's location at the time it is created; one where you picked the tax keeps that tax. An invoice made from an accepted quote keeps the tax your client accepted until you change the client, the date, the amounts or where goods are delivered.

No. It applies the general rules for where a sale is taxed and calculates the tax for you, but it is not tax advice. Special cases — such as real property, admissions or particular kinds of goods — can follow different rules; when one applies, choose the tax yourself with "Change", and check with your accountant if you are unsure.

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.

A business holds one trading identity: a name, logo, address, tax numbers, invoice numbering and default payment terms. Every account has one from the day it is created. Free accounts keep one, Pro accounts up to two, and Business accounts up to three. Add or edit them under Settings → Businesses.

No. Invoice, client, saved-item and user limits are counted across your whole account, however many businesses it holds. A Pro account with two businesses gets 500 saved services or products in total, not 500 each. What a second business gives you is a separate identity on the documents, not a second allowance.

The one shown in the switcher at the top of the screen. It sets the From block, the tax numbers, the payment terms and the invoice number, and it is remembered between sessions, so you stay in the business you last worked in. You can change it on a draft; the draft keeps its number in the business that issued it and takes a fresh number in the new one.

Yes. Numbering runs per business, with its own prefix, so two businesses can both have an INV-0001 without clashing. A number is never reused, even if the invoice is deleted.

Yes, on Pro and Business plans. Download filename sits with the rest of a business's document defaults under Settings → Businesses, so one business can send "Invoice - Studio Martin - INV-0007.pdf" while another sends "ACME_INV-0007_2026-09-18.pdf". A business that leaves the field empty uses the standard name.

Yes. Everyone on the account sees and can use every business — access is not separated per business. Keep that in mind before adding a business whose records the rest of your team should not see.

Archive it, from Settings → Businesses. Its invoices, quotes and expenses stay exactly as they are — they still open, export, email and get marked paid — but nothing new can be issued from it. Archived businesses do not count against your plan limit, and you can reactivate one at any time. A business that has never issued a document can be deleted outright.

Nothing is deleted. If your new plan allows fewer businesses than you have, the extras are archived — your default is always kept — and we email you to say which. Their records stay readable and exportable, and upgrading again lets you reactivate them.

They are shared across the account, and each can name a business. On a client, that is a hint: clients tied to the business you are invoicing from are offered first in the picker. On a contractor, it decides more — the business you name is the one billed on the invoice their approved timesheet generates, and its payment terms set that invoice's due date.

The API lets other software read and update your InvoiceCast account: clients, invoices, quotes, receipts, expenses and more. It is available on the Business plan: connect your own scripts or tools with an API key. The Developers page, linked in the footer of our website, explains how it works.

Account owners and admins can create keys under Settings → API keys. Give the key a name, choose what it is allowed to do (for example, read invoices or create clients) and, if you like, an expiry date. The key is shown once, right after you create it: copy it then and store it somewhere safe, like a password manager.

Only what you allowed when you created it, and only for your account. A key can never change account settings or manage your team, billing or other keys, whatever abilities it has.

Revoke it under Settings → API keys. It stops working on its very next request, and it cannot be turned back on. Create a new key if you need access again.

They stop working: every request made with them is refused until the account is back on the Business plan. You can still see and revoke them under Settings → API keys.

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.

Invoices and saved clients are unlimited on every plan. What differs by plan: • Invoice emails sent to clients: 5 a month on Free, no monthly limit on Pro and Business. • Quotes and receipts: Pro and Business only. • Saved services and products: 50 on Free, 500 on Pro, unlimited on Business. • Users: 1 on Free, up to 2 on Pro, up to 10 on Business. • Exports: the last 30 days on Free, any period on Pro and Business. The Pricing page compares every plan feature by feature.

5 per calendar month, for your whole account. Every email that delivers an invoice to a client counts: the first send and each resend alike. Your allowance resets at the start of each month; unused emails do not carry over. Delivering an invoice yourself never counts. Copy the invoice link, download the PDF, or use Launch your email client in the Send window as often as you like.

The Send window shows it under the Send invoice button, for example "3 of 5 free email sends left this month."

The send button in the Send window is replaced by a note with an Upgrade to Pro link. You can still deliver the invoice from the same window: copy its link or download the PDF, send it your own way, then mark it as sent. Upgrading to Pro or Business removes the monthly limit straight away; otherwise your 5 emails are back next month.

Up to 5 times in 24 hours, on every plan. The limit protects your client's inbox, and your sending reputation, from repeated emails. On the Free plan, each resend also counts toward your 5 monthly emails.

Yes, there is no monthly email allowance on paid plans. Like any email service, InvoiceCast also has hourly and daily safety limits that stop it being used to send spam. They sit far above what a business normally sends; if you ever reach one, wait a little and send again.

For normal use, yes. To prevent abuse, every account can create up to 10,000 invoices and 10,000 clients a month, on every plan. Receipts are limited to 50 a day and 500 a month on Pro, and 200 a day and 3,000 a month on Business. Reaching one of these limits never removes anything you already have. The full list is in Section 7.5 of our Terms of Service; if you need more, contact us.

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, saved services and products, 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.