Find quick answers to common questions about WebX Invoices.
After signing up and completing your company profile, navigate to the Dashboard and click 'Create Invoice'. Fill in your client details, add line items for your products or services, and click 'Send' to email it to your client or 'Save' to keep it as a draft.
Yes! Our Starter plan is completely free and includes up to 5 invoices per month, basic templates, client management, and email support. You can upgrade to paid plans for unlimited invoices and advanced features.
Go to Settings > Company Profile and upload your logo in the Company Logo section. Your logo will automatically appear on all your invoices. We support PNG, JPG, and SVG formats up to 5MB.
Yes! You can customize colors, fonts, add your logo, and modify the layout of your invoices. Premium plans also include additional template options and advanced customization features.
All invoices in your dashboard show their current status (Draft, Sent, Viewed, Paid, Overdue). You'll also receive automatic notifications when invoices are viewed or paid by your clients.
Yes! With our Professional and Enterprise plans, you can integrate with payment processors like Stripe and PayPal to accept online payments directly through your invoices.
When creating an invoice, check the 'Recurring' option and set your preferred frequency (weekly, monthly, quarterly, or yearly). The system will automatically generate and send invoices according to your schedule.
Invoices automatically become 'Overdue' after their due date. You can set up automated reminder emails to be sent to clients at specified intervals after the due date passes.
Go to Settings > Billing and click 'Upgrade Plan'. Choose your preferred plan and enter your payment details. The upgrade takes effect immediately, and you'll be charged prorated for the current billing period.
Yes, you can cancel your subscription at any time from Settings > Billing. Your account will remain active until the end of your current billing period, then automatically downgrade to the free plan.
Team collaboration is available on Professional and Enterprise plans. Go to Settings > Team Members and click 'Invite Member'. You can assign different permission levels to control what each team member can access.
Absolutely! We use enterprise-grade security including SSL encryption, secure data centers, regular security audits, and comply with GDPR and other privacy regulations. Your data is backed up daily.
We integrate with popular tools including QuickBooks, Xero, Stripe, PayPal, Zapier, Slack, Google Workspace, and Microsoft 365. Enterprise plans also include API access for custom integrations.
Yes! You can import clients from a CSV file or sync them from your existing tools like Google Contacts, Outlook, or accounting software. We also provide migration assistance for switching from other invoicing platforms.
Go to Reports in your dashboard to access various financial reports including revenue summaries, client performance, tax reports, and profit/loss statements. You can filter by date ranges and export reports to PDF or Excel.
Yes! Our platform is fully responsive and works great on mobile devices. You can create invoices, manage clients, track payments, and access all features from your smartphone or tablet.
First, make sure you're using the correct email address. If you forgot your password, click 'Forgot Password' on the login page. If you're still having trouble, clear your browser cache or try a different browser, then contact our support team.
Check your email settings in Settings > Notifications and ensure they're configured correctly. Also ask your clients to check their spam folders. If the issue persists, contact support with the specific invoice details.
Some features are only available on paid plans. Check your current plan in Settings > Billing. If you recently upgraded, try logging out and back in, or clear your browser cache to refresh your account permissions.
You can export your invoices, clients, and reports from their respective sections using the 'Export' button. For a complete data export, contact our support team and we'll provide you with all your data in standard formats.
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