Question 1

I've been a customer for a while; will the new plans take anything away from me?

Accepted Answer

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.

Question 2

None of the plans fit what I need; can I get something custom?

Accepted Answer

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.

Question 3

How do I sign up for SimpleInvoicely?

Accepted Answer

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.

Question 4

Can I invoice a customer in their own currency?

Accepted Answer

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.

Question 5

How do I keep track of invoices or payments in other currencies?

Accepted Answer

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.

Question 6

Can my customers log in and see their own invoices?

Accepted Answer

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.

Question 7

Can I message customers on WhatsApp?

Accepted Answer

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.

Question 8

Can I use my own domain instead of the one SimpleInvoicely gave me?

Accepted Answer

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.

Question 9

Can more than one person be an Owner, e.g. co-founders or shareholders?

Accepted Answer

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.

Question 10

What reports can I see?

Accepted Answer

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.

Frequently Asked Questions