Question 1

What is InvoiceFold?

Accepted Answer

InvoiceFold is a modern invoicing platform designed for freelancers, agencies, and small businesses. It helps you create professional invoices, accept payments, manage clients, and track your business finances—all in one place.

Question 2

Is InvoiceFold free to use?

Accepted Answer

Yes! InvoiceFold offers a generous free tier that includes unlimited invoices, up to 5 clients, and basic features. For more clients, advanced features, and priority support, check out our Pro and Business plans.

Question 3

Do I need to install anything?

Accepted Answer

No installation required. InvoiceFold is a cloud-based application that works in your web browser. You can access it from any device with an internet connection. We also offer mobile apps for iOS and Android (coming soon).

Question 4

Can I try InvoiceFold before committing?

Accepted Answer

Absolutely! Start with our free tier to explore all basic features. When you're ready for more, upgrade to a paid plan. All paid plans come with a 14-day free trial—no credit card required.

Question 5

How is InvoiceFold different from other invoicing tools?

Accepted Answer

InvoiceFold is built with modern technology for speed and reliability. We focus on beautiful design, intuitive UX, and powerful automation. Unlike legacy tools, we offer real-time collaboration, smart payment reminders, and seamless integrations.

Question 6

How do I create an invoice?

Accepted Answer

Creating an invoice is simple: Go to Dashboard → Invoices → Create Invoice. Select a client, add your line items, set payment terms, and send. The entire process takes less than 2 minutes.

Question 7

Can I customize my invoice design?

Accepted Answer

Yes! You can add your logo, choose brand colors, customize fonts, and modify the layout. Pro and Business plans offer additional templates and advanced customization options.

Question 8

Can I send invoices in different currencies?

Accepted Answer

Absolutely. InvoiceFold supports 150+ currencies with automatic exchange rate updates. You can set a default currency for your organization and override it per client or invoice.

Question 9

How do I set up recurring invoices?

Accepted Answer

Go to any invoice and click "Make Recurring." Choose your frequency (weekly, monthly, quarterly, etc.), set start and end dates, and InvoiceFold will automatically generate and send invoices on schedule.

Question 10

Can I add discounts to invoices?

Accepted Answer

Yes. You can add percentage or fixed-amount discounts at the line item level or as a total invoice discount. Discounts are clearly displayed on the invoice for transparency.

Question 11

How do I handle taxes on invoices?

Accepted Answer

InvoiceFold supports multiple tax rates per invoice. You can set default tax rates in settings, apply different rates to different line items, and even configure compound taxes for complex jurisdictions.

Question 12

What payment methods can my clients use?

Accepted Answer

Clients can pay via credit/debit cards, bank transfers, and digital wallets (Apple Pay, Google Pay) through our Stripe integration. PayPal and other payment providers are coming soon.

Question 13

How quickly will I receive payments?

Accepted Answer

Card payments are typically deposited within 2-3 business days, depending on your Stripe account settings and your bank. You can enable instant payouts with Stripe for faster access.

Question 14

What are the payment processing fees?

Accepted Answer

InvoiceFold doesn't charge additional payment processing fees. Standard Stripe fees apply (typically 2.9% + 30¢ per transaction). Volume discounts may be available—contact Stripe directly for details.

Question 15

Can clients pay partial amounts?

Accepted Answer

Yes. Clients can make partial payments, and InvoiceFold automatically tracks the remaining balance. You'll receive notifications for each payment received.

Question 16

How do payment reminders work?

Accepted Answer

Set up automatic reminders in Settings → Payment Reminders. Choose when to send reminders (before due date, on due date, after overdue). Customize the message and frequency to match your style.

Question 17

Can I record offline payments?

Accepted Answer

Yes. If a client pays via check, cash, or bank transfer, you can manually record the payment in InvoiceFold to keep your records accurate and up-to-date.

Question 18

How do I add a new client?

Accepted Answer

Go to Clients → Add Client. Enter their name, email, and billing address. You can also add optional details like payment terms, tax ID, and notes. Clients are automatically added when you create their first invoice.

Question 19

Can clients access a portal to view their invoices?

Accepted Answer

Yes! Each client gets a unique portal link where they can view all their invoices, make payments, and download receipts. No login required—access is controlled via secure tokens.

Question 20

How do I import existing clients?

Accepted Answer

Go to Clients → Import. Upload a CSV file with your client data. InvoiceFold will map the columns and import your clients in seconds. We also support imports from QuickBooks, Xero, and FreshBooks.

Question 21

Can I set different payment terms per client?

Accepted Answer

Yes. Each client can have custom payment terms (Net 15, Net 30, Due on Receipt, etc.). These defaults are automatically applied when you create a new invoice for that client.

Question 22

How do I track client communication?

Accepted Answer

Every invoice has an activity log showing when it was sent, viewed, and paid. Email opens and link clicks are tracked automatically. You can also add notes to client profiles.

Question 23

Is my data secure?

Accepted Answer

Absolutely. We use bank-level encryption (AES-256) for all data at rest and TLS 1.3 for data in transit. Our infrastructure is hosted on AWS with enterprise-grade security controls. We never store complete credit card numbers.

Question 24

Are you GDPR compliant?

Accepted Answer

Yes. InvoiceFold is fully GDPR compliant. We provide data export, deletion tools, and a comprehensive DPA (Data Processing Agreement) for EU customers. See our Privacy Policy for details.

Question 25

Who can access my account?

Accepted Answer

Only you and team members you explicitly invite. We support two-factor authentication (2FA) for added security. Our support team never accesses your account without written permission.

Question 26

How often is data backed up?

Accepted Answer

We perform continuous backups with point-in-time recovery. Your data is replicated across multiple availability zones for redundancy. We retain backups for 30 days.

Question 27

Can I export my data?

Accepted Answer

Yes. Go to Settings → Data Export to download all your data (invoices, clients, payments) in CSV or JSON format. Data exports are typically ready within a few minutes.

Question 28

What happens if I cancel my subscription?

Accepted Answer

You retain read-only access to your data for 90 days after cancellation. You can export your data at any time during this period. After 90 days, data is permanently deleted.

Question 29

What plans are available?

Accepted Answer

We offer three plans: Free (unlimited invoices, up to 5 clients), Pro ($19/month for unlimited clients and advanced features), and Business ($49/month for teams and premium support).

Question 30

Can I change plans at any time?

Accepted Answer

Yes. Upgrade or downgrade at any time from Settings → Billing. When upgrading, you'll be charged a prorated amount. When downgrading, the change takes effect at your next billing cycle.

Question 31

Do you offer annual billing?

Accepted Answer

Yes! Save 20% with annual billing. Pay for 12 months upfront and get 2 months free. Annual plans can be purchased from the Pricing page or Settings → Billing.

Question 32

What payment methods do you accept for subscriptions?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, American Express, Discover) and PayPal for subscription payments. Bank transfers are available for annual Business plans.

Question 33

Do you offer refunds?

Accepted Answer

We offer a full refund within the first 14 days of any paid plan if you're not satisfied. After 14 days, we don't offer refunds, but you can cancel anytime and retain access until the end of your billing period.

Question 34

Is there a discount for nonprofits or education?

Accepted Answer

Yes! We offer 50% off all paid plans for registered nonprofits and educational institutions. Contact support with proof of status to apply the discount.

Question 35

What browsers are supported?

Accepted Answer

InvoiceFold works on all modern browsers: Chrome, Firefox, Safari, and Edge (latest 2 versions). For the best experience, we recommend using Chrome or Firefox.

Question 36

Is there an API?

Accepted Answer

Yes! Our REST API lets you integrate InvoiceFold with your existing tools and workflows. API access is available on Pro and Business plans. Full documentation at docs.invoicefold.com.

Question 37

Can I use webhooks?

Accepted Answer

Absolutely. Configure webhooks to receive real-time notifications when invoices are created, sent, viewed, or paid. Webhooks are available on all plans.

Question 38

Do you have a mobile app?

Accepted Answer

Mobile apps for iOS and Android are coming soon! In the meantime, our web app is fully responsive and works great on mobile browsers.

Question 39

How do I report a bug?

Accepted Answer

Use the Help button in the bottom-right corner of the app to report issues. Include steps to reproduce, screenshots, and your browser/OS info. We typically respond within 24 hours.

Question 40

Is there a status page?

Accepted Answer

Yes. We monitor our systems around the clock. If you experience any issues, contact support@invoicefold.com and we will investigate promptly.

Frequently Asked Questions

General

Still Have Questions?