Question 1

What is InvoiceNest?

Accepted Answer

InvoiceNests is an invoicing workspace for creating invoices, managing clients, tracking payment status, and organizing billing records.

Question 2

Who is InvoiceNests designed for?

Accepted Answer

It is designed for freelancers, consultants, agencies, and small teams that need a clearer way to manage invoices and payment follow-up.

Question 3

Is there a free plan?

Accepted Answer

Yes. The free plan lets you start with limited usage, including up to 10 invoices per month and up to 5 clients.

Question 4

Can I customize invoice designs?

Accepted Answer

Yes. You can use supported templates and adjust branding details such as logo, colors, and business information.

Question 5

Does InvoiceNests support Arabic and right-to-left documents?

Accepted Answer

InvoiceNests includes Arabic and right-to-left document support where the selected template and workflow support it.

Question 6

Can I create recurring invoices?

Accepted Answer

Yes. Recurring billing workflows help you manage repeat invoices for retainers, subscriptions, or ongoing services.

Question 7

How are payments handled?

Accepted Answer

You can connect your own Stripe account so clients pay invoices online by card, let clients upload proof of an offline payment (bank or cash) for you to approve, or show bank transfer details and local payment instructions on the invoice. Your own InvoiceNests subscription is billed through Paddle.

Question 8

Can InvoiceNests calculate taxes?

Accepted Answer

You can configure tax fields and document settings inside invoices. You remain responsible for confirming local tax rules with your accountant or advisor.

Question 9

Can clients view their invoices?

Accepted Answer

Yes. You can share invoice links or use supported client portal flows so clients can view invoice details and payment status.

Question 10

Can I export or download invoices?

Accepted Answer

Yes. InvoiceNests supports document export and download options such as PDF where available in the selected workflow.

Question 11

How does InvoiceNests protect billing data?

Accepted Answer

InvoiceNests uses account access controls and secure sharing patterns to help protect invoices, client records, and billing activity.

Question 12

Do you sell customer data?

Accepted Answer

No. InvoiceNests does not sell your business data or customer lists for advertising purposes.

Question 13

Can I cancel a paid subscription?

Accepted Answer

You can cancel a paid subscription according to the subscription controls available in your account or through the payment provider used for billing.

Question 14

How do refunds work?

Accepted Answer

Refund requests are reviewed according to the refund policy. You can contact support with the account email and transaction details.

Question 15

Is there an API?

Accepted Answer

InvoiceNests provides API documentation for supported endpoints and authentication flows. Availability may depend on your plan and enabled features.

Question 16

Can I use InvoiceNests offline?

Accepted Answer

InvoiceNests is a web application and requires an internet connection for account access, syncing, and sharing documents.

Question 17

What does invoice verification do?

Accepted Answer

Verification lets someone check whether a supported verification code matches a document record issued through InvoiceNests.

Question 18

How can I contact support?

Accepted Answer

Use the contact page or email {supportEmail}. Include your account email and enough details so the team can review your request.

Question 19

Which document types can I issue?

Accepted Answer

You can issue invoices, quotes, receipts, credit notes, and proformas, each with its own numbering. You can also convert an approved quote into an invoice in one click.

Question 20

Can InvoiceNests chase overdue invoices automatically?

Accepted Answer

Yes. You can set reminder rules that run on an automatic daily scheduler and send follow-ups before and after the due date, with repeat controls. Automatic reminders are available on the Professional plan.

Question 21

Can I work in multiple currencies?

Accepted Answer

Yes. Each client, product, and project can have its own currency, so you can bill international clients in the currency they expect. Invoices display and total in the document currency.

Question 22

Can my team use the same workspace?

Accepted Answer

Yes. You can invite team members and assign roles with the right permissions, and manage one or more organizations from a single account.

Question 23

Can I import my existing data?

Accepted Answer

Yes. You can import clients, products, expenses, and projects from CSV with a guided template, a preview step, and automatic skipping of duplicates.

Question 24

Does InvoiceNests include AI features?

Accepted Answer

Yes. AI Assist can draft invoice emails and payment reminders in your tone, enhance item descriptions, explain your reports, and write a monthly business summary. AI output matches your interface language, and monthly usage depends on your plan.

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