01
Getting started
Is there really a free plan?
Yes, free forever. Starter gives you all five document types, 10 sends a month, live preview and PDF export, a client directory, and accountant access.
Do I need a card to start?
No. You only add a card if you upgrade to a paid plan or claim a Founder spot.
Can I run more than one business?
Yes. Switch workspaces from the top of the app — each has its own clients, documents, branding and timezone.
02
Documents
What can I create?
Invoices, quotes, estimates, proposals, receipts and credit notes, from one editor with a live preview.
Can I change an invoice after I send it?
No. Once an invoice is sent or viewed its content is locked, so the client can’t reopen the link to a different figure later. Correct it with a duplicate, a void or a credit note.
Are there templates?
Five: Essential on every plan, plus Studio, Ledger, Signature and Impact on paid plans. Add your logo and colours in Brand Studio.
Can a client pick options on a quote?
Yes. Mark line items optional and the client chooses what they want before approving; the total updates.
03
Approval & signing
How does a client approve or sign?
They open a private portal link, review the document, and approve or e-sign. You get the signed copy with the signer, date and method recorded.
Does the client need an account?
No. The portal link needs no login.
04
Payments
How do clients pay?
Connect your own Stripe account and clients pay by card from the invoice. The money lands in your Stripe balance — StitchInvoice never holds it or takes a cut.
Can I record a payment made offline?
Yes. Log a bank transfer or cash payment with its method and reference; it shows as manually recorded, separate from Stripe-confirmed payments.
Multiple currencies?
Yes. Each document has its own currency, and totals roll up per currency.
05
Reminders & automation
What does “automated” mean?
On Pro Autopilot and up, StitchInvoice sends the reminders and generates the recurring invoices you set up, on your schedule. It never decides who to chase or changes an amount.
When do reminders send?
On the schedule you set, in your business’s timezone — a due-date reminder goes out on the due date where you are, not on a UTC clock.
Recurring invoices?
On Pro Autopilot and up: set a schedule and each invoice is generated for you to review or send automatically.
06
Your accountant
Can my accountant get in? Does it cost extra?
Yes, free on every plan, no team seat. They get their own read-only workspace and can pull an Accounting Pack for any period. Change or revoke access anytime.
What does my accountant see?
Only what you’ve made, read-only. Standard: invoices, payments, statements, the review list, and the Accounting Pack with Xero / QuickBooks CSVs. Full adds quote line items, client contacts, time and saved items.
Does StitchInvoice replace my accounting software?
No. There’s no ledger, journals or tax return. It handles invoicing, approvals and payment, then hands your accountant tidy records — alongside Xero or QuickBooks, not instead of them.
07
Intelligence
Is any of this AI?
No. The intelligence features are rule-based — they read your own history and show plain signals like on-time rate and average days to pay. Nothing you can’t explain, and your data trains nothing.
What’s the Payability Check?
A read of a client’s own history with you — on-time rate, average days to pay, current exposure — shown before you send. A signal, not a score.
08
Plans & billing
Can I change plans?
Anytime, from Settings. Upgrades apply immediately; downgrades take effect at the period’s end. Your data is never deleted on a downgrade.
What if a payment fails?
You keep full access through a grace period while Stripe retries. Nothing is deleted.
How do I cancel?
From the Stripe customer portal, linked in Settings → Billing. You keep access until the period ends.
09
Links, privacy & account
Client portal vs shared review link?
The portal is where a client approves, signs and pays. A review link is read-only, for a bookkeeper or a one-off — it can never approve or take payment.
Are those links private?
Not indexed, unguessable, scoped to one business, and revocable anytime. A messaging-app link preview doesn’t count as the recipient opening it.
Where’s my data, and can I delete it?
On Supabase and Vercel infrastructure, encrypted in transit and at rest, with each workspace isolated at the database level. You can delete your account and its workspace data from Settings.
Still have a question?
We usually reply the same day.
Built to keep the money moving
Make the document once. Let the workflow remember the rest.
Client rules, payment history, and reminders stay connected to every document, so less of your business lives in sticky notes and memory.