Question 1

What plans does SimpleInvoicely offer?

Accepted Answer

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.

Question 2

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 3

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 4

How do I get paid through SimpleInvoicely?

Accepted Answer

Connect your own Paystack or Flutterwave account in Settings. Your customers pay you directly; we never touch your money.

Question 5

Do I need to verify my email address?

Accepted Answer

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.

Question 6

What if I have not connected a payment gateway yet?

Accepted Answer

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.

Question 7

How do I add staff members, and what can they see?

Accepted Answer

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.

Question 8

What is a credit note and when should I use one?

Accepted Answer

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.

Question 9

Is two-factor authentication required?

Accepted Answer

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.

Question 10

Can I edit a credit note after issuing it?

Accepted Answer

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.

Frequently Asked Questions