Help & Support

Navigate to Invoices in the sidebar, click "New Invoice", select a client (or create one), add line items with descriptions and amounts, then click "Create Invoice". You can send it directly via email or download a PDF.

Yes. On the Invoices page, click "Import PDF" to upload an existing invoice. Our AI will extract client details, line items, and amounts automatically. You can review and adjust the extracted data before saving.

Create estimates from the Estimates page to send pricing proposals to clients. Clients can accept or decline via a portal link sent by email. Accepted estimates can be converted to invoices with a single click.

Go to the Time page in the sidebar. You can start a live timer or log time manually. Assign entries to clients and projects, set hourly rates, and mark them as billable. When ready, select time entries and click "Convert to Invoice" to automatically create an invoice from your tracked hours.

The Reports page offers Profit & Loss, Revenue breakdown, Expense breakdown, Tax Summary, and Accounts Receivable Aging reports. Each report supports custom date ranges with period-over-period comparison. You can export any report as CSV. Tax Summary and P&L reports are available on Starter plans and above.

PaymentPulse can generate tax estimates based on your income and expenses. Go to Settings > Tax to configure your country and tax settings. Tax estimates are informational only — always consult a qualified tax professional before filing. Supported estimate types include VAT, GST, sales tax, income tax, and more across 55 countries.

Online payments via Stripe are coming soon. In the meantime, you can share invoices with clients via email or the client portal and record payments manually (cash, check, wire transfer) from the invoice detail page.

Go to the Sequences page in the sidebar to create reminder sequences. Define a series of automated emails that are sent at intervals you choose (e.g., 3 days before due, on due date, 7 days overdue). PaymentPulse uses AI to personalize the tone of each reminder based on the client relationship and payment history.

Go to Settings > Billing and click "Manage Subscription". This opens the Stripe Customer Portal where you can upgrade, downgrade, or cancel your plan. Changes take effect immediately, with prorated billing.

Yes. You can export reports as CSV from the Reports page. For a full data export (invoices, clients, expenses), go to Settings > Privacy and click "Export All Data". This generates a ZIP file with all your records in CSV format, in compliance with GDPR data portability requirements.

Each client gets a secure portal link where they can view their invoices, estimates, and payment history. Clients can accept or decline estimates directly from the portal. No account creation is required — they access it via a unique link sent by email.

Yes. All data is encrypted in transit (TLS) and sensitive fields like tax IDs are encrypted at rest (AES-256-GCM). We use Supabase (PostgreSQL) with row-level security, and all API endpoints require authentication. We are GDPR compliant and you can request data deletion at any time. See our Privacy Policy and DPA for full details.