Question 1

What's the difference between an invoice, an estimate, and a quote?

Accepted Answer

An invoice is a request for payment after work is done or goods are delivered — it typically has an invoice number, due date, and payment terms. An estimate is an approximate cost projection you share before work begins; it isn't binding and can change as the scope firms up. A quote is a firm price offer with a validity date — if the client accepts before it expires, you're agreeing to that price. Many freelancers send an estimate first, follow up with a formal quote once scope is locked, and send an invoice when the work is complete.

Question 2

When do I need a purchase order vs. an invoice?

Accepted Answer

A purchase order (PO) is issued by the buyer to the seller to authorize a purchase — it includes the PO number, line items, and an approval block. The seller then fulfills the order and returns an invoice that references the PO number for payment. Purchase orders are common in B2B and procurement workflows where multiple stakeholders need to approve spending before it happens.

Question 3

Do I need to send a receipt after getting paid?

Accepted Answer

In most situations a receipt is good practice but not legally required for small transactions — the invoice itself, once marked paid, serves as proof of payment in many jurisdictions. However, receipts are expected for rent payments, cash transactions, and whenever your client asks for one. Issueable's Receipt Maker gives you a clean, date-stamped record you can hand over in seconds.

Question 4

Can I convert an estimate or quote into an invoice?

Accepted Answer

Yes. Once a client approves an estimate or quote, you can open the same document in Issueable and switch the document type to Invoice — line items, client info, and branding carry over, so you only need to set the invoice number and payment terms. It's the fastest way to turn an approved proposal into a billable request.

Question 5

Do I need an account to use Issueable?

Accepted Answer

No account is required to create a single document. Fill in your information, preview it for free, and purchase the clean PDF if you're satisfied. Accounts are only needed for the monthly or annual subscription, which unlocks unlimited documents and a dashboard with every document you've generated.

Question 6

Can I add my company logo and branding?

Accepted Answer

Yes. Every generator — invoice, estimate, quote, receipt, and purchase order — accepts a PNG, JPEG, GIF, or WebP logo up to 500 KB. Upload it once and it's stored on your account so every future document uses the same branding. SVG logos are not supported for security reasons.

Question 7

What payment information can I include on an invoice?

Accepted Answer

The invoice generator has a freeform notes/terms field where you can include any payment instructions: bank account and routing number for ACH, wire transfer details, a payment link (Stripe, PayPal, Venmo), late fee policy, or early-payment discount (e.g. "2/10 Net 30"). Many freelancers include their Zelle or Venmo handle for the fastest possible collection.

Question 8

Can I handle sales tax / GST / HST / VAT?

Accepted Answer

Yes. Every line item on an invoice, estimate, quote, or purchase order accepts a tax percentage, and you can set a different rate per line if you sell a mix of taxable and tax-exempt items. Issueable computes the tax total automatically but doesn't file or remit tax on your behalf — that's still your responsibility with your local tax authority.

Question 9

Does it work for both US and Canadian businesses?

Accepted Answer

Yes. Address fields accept all 50 US states plus the District of Columbia, and all 10 Canadian provinces and 3 territories. ZIP / postal code validation matches the country you select. You can bill in USD, CAD, or set a custom currency string on any document.

Question 10

Is my information secure?

Accepted Answer

Yes. All data transmission uses HTTPS with TLS encryption. Payment processing is handled entirely by Stripe, a PCI-DSS Level 1 certified payment processor — we never see or store your credit card information. Your document data is used solely to generate your PDF and is never sold or shared with third parties.

Question 11

Can I download my documents as PDF?

Accepted Answer

Yes. After payment, your document is immediately available as a downloadable, print-ready PDF. There's no watermark on the purchased version, and you can re-download it as many times as you need.

Question 12

How do I access documents I generated in the past?

Accepted Answer

Subscribers can see every generated document from the dashboard and re-download any of them with one click — useful if you need to resend an invoice to a client months later. One-time purchasers can retrieve a lost download link by contacting support with the payment email.

Question 13

Can I edit a document after I've paid?

Accepted Answer

Purchased PDFs are final (you can't edit a PDF after it's generated), but you can open the original form, change what you need, and generate a new PDF. Subscribers get unlimited regenerations at no extra cost. One-time purchasers can usually regenerate a minor correction free of charge — contact support within 30 days of purchase.

Question 14

What's included in the monthly subscription?

Accepted Answer

The monthly subscription includes unlimited document generation across every Issueable tool (invoices, estimates, quotes, receipts, purchase orders), a dashboard with your full document history, one-click re-downloads, and priority support. It's the right choice if you generate more than a handful of documents per month.

Question 15

Can I switch between plans?

Accepted Answer

Yes. You can upgrade, downgrade, or cancel your subscription anytime from your account dashboard. Changes take effect at the next billing cycle.

Question 16

How does the free preview work?

Accepted Answer

Before purchasing any document, you can preview it for free. The preview shows every line, total, and piece of branding in a watermarked PDF so you can confirm the numbers look right. Once satisfied, you purchase the clean, unwatermarked PDF for the quoted price.

Question 17

Do you offer refunds?

Accepted Answer

We want you to be happy with every document you generate. If something's wrong with the PDF you received, contact support within 30 days of purchase and we'll either regenerate it or issue a refund — whichever makes things right. See our refund policy for full details.

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