Frequently Asked Questions

Find answers to common questions about Billvate invoicing, pricing, features, and more.

General Questions

What is Billvate?

Billvate is a web-based invoicing solution designed for freelancers, small businesses, and agencies. Create professional invoices, manage clients, track payments, and get paid faster - all in one simple platform.

Do I need to install any software?

No! Billvate is 100% web-based. Simply create an account and start creating invoices from any device with an internet connection. No downloads, no installations required.

Is my data secure?

Absolutely. We use industry-standard encryption (SSL/TLS) to protect your data. All passwords are securely hashed, and we never store sensitive payment information. Your business data is backed up regularly and stored securely.

Can I access my invoices from mobile devices?

Yes! Our platform is fully responsive and works perfectly on smartphones, tablets, and desktop computers. Create, edit, and send invoices from anywhere.

Pricing & Plans

What does the FREE plan include?

The FREE plan includes ALL features: unlimited invoices, unlimited clients, all 12+ invoice templates, recurring invoices, client portal access, custom branding, payment reminders, and advanced analytics. The only difference is that invoices will include a small "Powered by Billvate" footer.

What does Pro include?

Pro ($9/month or $87/year): Everything in Free, plus the "Powered by Billvate" branding is removed from your invoices for a clean, professional appearance. You also get a custom footer option. That's the only difference - all features are already free!

Can I upgrade or downgrade my plan?

Yes! You can upgrade to Pro anytime for instant branding removal. Downgrade whenever you want - your invoices just start showing our branding again. No features are ever locked.

Can I cancel anytime?

Absolutely. There are no long-term contracts or cancellation fees. Cancel anytime from your account settings. You'll continue to have access until the end of your current billing period, then return to the free plan with all features intact.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express, Discover), Apple Pay, Google Pay, and ACH bank transfers through our secure payment processor, Stripe. We do not store your credit card information.

Do you offer refunds?

We offer a 30-day money-back guarantee on Pro plans. If you're not satisfied, contact us for a full refund. No questions asked.

Features & Functionality

How many invoices can I create?

Unlimited! Even on the FREE plan, you can create as many invoices as you need. There are no limits on the number of invoices, clients, or line items.

Can I customize my invoices?

Yes! Add your business logo, customize colors and fonts, add notes and payment terms, apply tax rates, and choose from all 12+ invoice templates. All customization features are free!

What are recurring invoices?

Recurring invoices automatically generate invoices on a schedule you set - monthly, quarterly, or yearly. Perfect for retainer clients, subscriptions, or any regular billing. Set it once and let the system handle it. This feature is FREE for all users!

Can I track which invoices have been paid?

Yes! Mark invoices as draft, sent, paid, or overdue. The dashboard shows you at a glance which invoices need attention. All users get automatic payment reminders for overdue invoices - it's free!

Do my clients get their own login?

Yes! With the Client Portal, your clients can log in to view all their invoices, download PDFs, and make payments. They receive a secure magic link via email - no password required. Perfect for maintaining professional client relationships!

Can I accept online payments?

Yes! Connect your Stripe account to accept credit cards, debit cards, Apple Pay, Google Pay, and bank transfers directly from your invoices. Clients can pay instantly via a secure payment link. A small 1.0% platform fee applies (plus standard Stripe processing fees).

Technical Questions

What file format are invoices exported in?

Invoices are exported as PDF files, which can be opened on any device and maintain consistent formatting. PDFs are the industry standard for professional invoices.

Can I import my existing client list?

Currently, clients need to be added individually through the web interface. We're working on CSV import functionality for a future update.

Is there an API available?

We're currently developing an API for integration with other business tools. If you're interested in API access, please contact us to be notified when it becomes available.

Can I backup my data?

Your data is automatically backed up regularly on our servers. You can also export individual invoices as PDFs. We're working on full data export functionality for a future release.

Account & Support

How do I reset my password?

Click "Forgot Password" on the login page, enter your email address, and we'll send you a secure link to reset your password. The link expires after 1 hour for security.

Can I change my email address?

Yes! Go to Account Settings in your dashboard and update your email address. You'll need to verify the new email address for security.

How do I delete my account?

We're sorry to see you go! Contact our support team through the contact form, and we'll process your account deletion request. Please note this action is permanent and cannot be undone.

How can I contact support?

Use our contact form to reach our support team. Free users receive email support within 48 hours. Pro users receive priority support with faster response times.

Do you offer phone support?

Currently, we provide email support only. This allows us to give thorough, documented responses and keep costs down so we can offer all features free. We're exploring phone support options for Pro users in the future.

Still Have Questions?

Can't find the answer you're looking for? Our support team is here to help.