Help Center
How can we help?
Search our guides and answers, or browse by topic. Our team is here if you need a hand.
Documentation
Step-by-step guides
Illustrated walkthroughs that follow one real example, Ridgeway Towing & Recovery, from first click to send.
Manage my account
Your settings, explained
- Update your business detailsName, logo, website and email
- Add your address and VAT IDThe From block on every document
- Change currency, notes and termsDefaults for new documents
- Save your signatureFor invoices, estimates and contracts
- Set tax rates and numberingVAT, due dates and prefixes
- Change your template and colorsLayout, brand colors and fonts
- Track taxes and deadlinesJurisdiction, filing rhythm, reminders
- Turn on payment remindersAutomatic follow-ups for unpaid invoices
- Choose your notificationsPayments, responses and alerts
- Change your plan or payment methodUpgrade, downgrade, monthly or yearly
- Change your passwordAnd turn on two-factor authentication
- Switch to French or EnglishFor the whole app
FAQ
Common questions
Getting started
Is InvoiceBirds free, and what are the limits?
Yes. The Free plan lets you create unlimited invoices. Separately, it includes up to 3 clients, 3 saved items and 3 estimates. Professional and Growth remove those limits.
Do I need a credit card?
No. You can sign up and use the Free plan without a credit card. You only add a payment method if you choose a paid plan.
Does InvoiceBirds work on my Mac, PC and mobile device?
Yes. InvoiceBirds runs in your web browser, so it works on Mac, Windows PC, tablet and phone with nothing to install. Your documents are the same wherever you sign in.
Can I use InvoiceBirds in French?
Yes. You can switch the whole app between English and French at any time from the account menu at the bottom of the sidebar.
Can I bring my data from another tool?
Yes. Import clients, items, services and expenses from a CSV export or spreadsheet, or add them in bulk by hand. On paid plans, our team can guide your move by video call, chat or email.
Security & privacy
Are my invoices safe?
Your account is protected by your password, and you can add two-factor authentication for an extra check when you sign in. Online card payments are processed by Stripe, and a shared invoice link opens only that invoice.
How do I change my password or turn on two-factor authentication?
Open Settings, then Profile. Under Change password, enter your current password and a new one of at least 8 characters. Turn on Two-factor authentication on the same tab.
Can I delete my account?
Yes. Open Settings, then Profile, and use Delete account under Danger zone. This permanently removes your account and its data, so download anything you need first.
Plans & billing
Can I upgrade, downgrade and cancel anytime?
Yes. Change your plan whenever you like from Settings, then Billing & Plans, and switch between monthly and yearly billing there too. You can also cancel your paid plan from the same tab.
How much do the paid plans cost?
Professional is $16 a month, or $96 a year. Growth is $24 a month, or $144 a year. Yearly billing works out at half the monthly price.
Can I create proposals and contracts too?
Yes. Growth includes proposals and contracts alongside invoicing, so you can manage the client workflow in one workspace.
What can Birdy do, and how do requests work?
Birdy prepares invoices from your saved clients, services, prices and VAT settings, updates details such as payment terms, and finds overdue balances. Professional includes 250 Birdy requests per month and Growth includes 500. Nothing is sent until you approve it.
Using InvoiceBirds
Do I have to use Birdy?
No. Create and edit documents directly in the builder whenever you prefer. Birdy is there when you want help with repetitive work.
Can my clients pay online?
Yes. Connect Stripe, then use Request payment to email an invoice with a Pay now button. Your client pays by card and the payment is recorded for you.
Can InvoiceBirds remind clients to pay?
Yes. Turn on automatic payment reminders in Settings, then Reminders. Choose up to six messages, from a friendly heads-up before the due date to a final notice after it. Reminders stop as soon as an invoice is paid.
Can I use my own logo, colors and fonts?
Yes. Add your logo on the Business tab, then choose a template, brand colors and font on the Templates tab. Every new document uses them.
Which e-invoice formats are supported?
You can export ZUGFeRD / Factur-X, XRechnung and UBL e-invoices, and read incoming invoice files without leaving InvoiceBirds.
Support
Who's there when I need help?
Everyone can use this Help Center and our step-by-step guides. On paid plans, our team helps by video call, chat or email, and Growth includes priority support.
Can someone help me set up my account?
Yes. On paid plans, our team can walk you through your settings, templates and import on a video call, or answer questions by chat and email.
Still need help?
Talk to a real person.
On paid plans, our team helps you set up, switch from another tool and get the most out of InvoiceBirds.
- Video call
- Chat
