← Back to home
Frequently Asked Questions
Core invoicing is free forever; create invoices, record payments, issue receipts, and share them with customers at no cost, no card required. Inventory management, purchase orders, stock transfers, and reporting are available on paid plans.
Free, Starter, Growth, Pro, and Enterprise, each unlocking more of the full feature list shown on the pricing page; from core invoicing on Free up to multi-store inventory, reporting, and priority support on Enterprise. See the pricing page for the full breakdown of what each plan includes.
You are automatically moved to the Free plan. You keep full access to your invoicing data and can always export everything as CSV; we never lock you out of your own data.
No. Every organization that existed before the expanded plan lineup keeps every feature it already had access to, permanently, on any plan it moves to afterward. Only new signups are subject to the new plan boundaries from day one.
No. Every organization that existed before the expanded plan lineup keeps every feature it already had access to, permanently, on any plan it moves to afterward. Only new signups are subject to the new plan boundaries from day one.
Yes. Contact us from the pricing page and we'll work out a feature mix and rate tailored to your business, applied to your account directly rather than a fixed plan.
Yes. Contact us from the pricing page and we'll work out a feature mix and rate tailored to your business, applied to your account directly rather than a fixed plan.
Connect your own Paystack or Flutterwave account in Settings. Your customers pay you directly; we never touch your money.
Click "Get Started Free" on the homepage, enter your business name and your own details, and you are in. Your organization is created automatically, along with your first store, ready to start invoicing right away.
Only the person who signs up and creates the account. Staff members added afterward don't need to verify anything; it's just a safeguard so the account owner doesn't lose access to their own account.
No. Invoicing is free forever and does not ask for card details at signup. You only pay when you choose to upgrade for inventory or reporting features.
Add the product first (name, price, unit); there's no quantity field on that form. Then open the product's own page (not the edit form) and use the Adjust field under Stock by Location to set a starting quantity per store. Going forward, receive new stock through a Purchase Order to keep a record of where it came from.
Free covers core invoicing: creating invoices, recording payments, issuing receipts, and sharing them with customers, with no time limit. Paid plans add inventory and stock management, purchase orders, stock transfers, barcode scanning, and reporting on top of that.
On the product form, set a Base Unit (e.g. Piece) and add an Additional Unit like Carton with a conversion factor (e.g. 24) and its own price. Stock is always tracked in the base unit; a carton count is just that number divided by the conversion factor, not stored separately. You can sell in either unit on an invoice.
Yes, upgrade or change your billing cycle any time from the Subscription page. Changes take effect immediately.
By default, SimpleInvoicely blocks a sale that would take stock negative. In Business Settings you can switch to Allow, which lets you sell into negative stock for pre-orders; every such sale is flagged in the stock history so you can track it.
From your dashboard, go to Invoices and create a new one. Add your customer, line items, any discount or tax, and save. You will get a shareable link you can send directly to your customer, no login needed on their end.
Inventory is what you have on hand right now; your product catalog and stock levels. Purchasing is how you order and receive new stock from a supplier; receiving a purchase order adds to your Inventory automatically.
Yes. Every invoice, receipt, and waybill gets its own private share link. Your customer opens it, sees the details, and can pay directly if you have online payments set up. No account or login required on their side.
Yes, under Inventory > Stock Transfers. Pick a from-store and to-store; both update immediately, there's no separate receiving step.
Yes. Set a customer's own currency once, then choose per invoice whether to convert at a rate you supply. Your own internal records always stay in Naira either way, so your reporting is never affected.
Use Returns to Supplier, next to Purchase Orders. It removes the stock from that store and records the reason; it doesn't automatically request a refund, so follow up with the supplier directly.
A voided invoice is never deleted. It stays in your records marked as void, along with the reason you gave, so your history and audit trail stay intact.
Yes, from a CSV file under Products or Customers > Import. Each row is validated individually and you get a report of what succeeded and what was skipped, rather than an all-or-nothing import.
No. Online payments go through your own Paystack or Flutterwave account, connected in Settings. The money goes straight to you, we never touch it.
Open the invoice and use the payment form to log cash, bank transfer, or an online payment. Online payments (Paystack/Flutterwave) are only marked paid once the gateway confirms it, not the moment the customer is redirected back, so there can be a short delay.
You can still invoice and get paid. Add your bank account details in Settings, and they will show on your invoices as a manual payment option until you connect Paystack or Flutterwave.
Voiding cancels an invoice entirely, reversing its stock and balance effect. A credit note is for a partial return or billing adjustment on an invoice you don't want to undo completely, with an option to add the returned items back to stock.
Go to Staff & Roles and invite them by email. You decide exactly what each role can do, view stock, edit stock, create invoices, record payments, view reports, manage other staff, and more, all independently toggleable. Nobody gets more access than you give them.
A credit note reduces what a customer owes without touching the original invoice. Use it for a partial return (some items came back, not the whole order), a billing correction (you overcharged, or applied the wrong price or tax), or a goodwill adjustment. It creates a credit balance for the customer, which shows up against their outstanding balance and future invoices; it doesn't refund money directly. If instead the entire sale should never have happened, void the invoice.
It is optional for every account and can be turned on any time from your profile settings. We recommend it, especially for anyone who can record payments or manage staff.
Yes, as long as it hasn't been voided. Open it and choose Edit to change the line items, reason, or restock choice; the customer's credit balance and any stock movement update automatically to match. Once voided, a credit note is final and can't be edited or un-voided; issue a new one instead.
Yes, on paid plans. Each store location has its own stock levels, and you can transfer stock between them with a full record of the movement.
Yes, use Recurring Invoices (next to Invoices) to set a weekly or monthly template. The next invoice generates automatically overnight on its scheduled date, not the moment you save the template.
A waybill is a delivery note generated straight from an invoice, with the same items but no prices shown, meant for your dispatch or delivery staff. Open any invoice and generate one in a click.
Your organization may have a discount or void threshold set in Business Settings. A discount or void above that threshold pauses the invoice until a second staff member reviews it under Approvals; this is optional and off by default.
A no-price delivery note generated from an invoice, for your dispatch team or the customer's gatekeeper. It tracks delivery status only (dispatched, delivered); stock is already deducted when the invoice itself was sent.
Go to any of the export links for products, invoices, customers, or payments and download a CSV. This works even if your subscription has expired, we never lock you out of your own data.
A receipt is issued automatically each time a payment is recorded, not when the invoice is created. An invoice with no payment yet has no receipt; that's expected, since a receipt proves money was received, not that a sale happened.
Yes. Naira is the default currency, tax and VAT fields are built in, and the whole product is designed around how Nigerian distributors and wholesalers actually work, not adapted from a foreign tool.
Yes. When creating an invoice, choose to convert it to the customer's own currency at a rate you supply. They then see everything in that currency, down to the line items and total, and if they pay by wire transfer, you can record the payment in that same currency directly instead of converting it yourself.
Visit the Feature Requests page from your account menu. Suggest what you need or upvote requests other businesses have already made, our roadmap is shaped by real usage, not guesswork.
The Invoices and Receipts pages both have a "Foreign Currency Only" filter, showing everything quoted or paid in a currency other than your own for easy record-keeping. Your own reports and totals always stay in your business's own currency regardless.
Yes, completely. Every organization's data is scoped and separated at the database level. There is no way for one business to see another's customers, invoices, or stock.
Yes, optionally. Enable portal access from a customer's page to give them their own login, separate from your staff accounts, where they can see their invoices and running balance, with password reset and two-factor authentication available to them too.
Yes, negotiated pricing on a customer's page lets you override the standard selling price for that customer only, applied automatically on new invoices.
Yes. Add your WhatsApp number in Business Settings, and a "Message on WhatsApp" link appears on invoices and customer records; it opens a chat directly, no separate WhatsApp Business API setup needed.
Yes, on paid plans. The Free plan supports a single store.
Yes. Every business gets a free address like yourbusiness.simpleinvoicely.com automatically. To also use your own domain (e.g. invoices.yourbusiness.com), go to Settings > Custom Domain, add it, and create the TXT record shown there at your domain registrar or DNS provider to prove you own it. Once verified, visiting your own domain takes visitors straight into your account.
Yes. Every organization's data is isolated, staff access is controlled by granular permissions your admin sets, and two-factor authentication is available on every account.
Yes. Build custom roles from a granular permission list; view stock, edit stock, create invoices, record payments, view reports, manage staff, and more; rather than picking from fixed role labels.
Yes. From Staff, an existing Owner can click "Make Owner" next to any staff member to give them the same full, permanent control; not a custom role that could later be edited or revoked by whoever holds staff management. Only an existing Owner can grant or remove Owner status (never someone merely delegated staff management), and an organization can never be left with zero Owners.
Aging receivables, daily sales, cost of goods sold & profit/loss, tax summary, customer statements, and payment reconciliation against your Paystack/Flutterwave account; all under Reports, available on paid plans.
No questions match your search.
Powered by SimpleInvoicely