Frequently asked questions

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.

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.

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.

The statutory forms (security deposit itemization, lien waiver and move-in / move-out condition report) are documents someone else has to accept: a tenant's lawyer, a general contractor, a small-claims judge. Each one carries the state statute it answers to, read from the source and cited on the form, and an acceptance checklist that flags a missed deadline, a wrong delivery method or a missing signature while you type. Lien waivers print the state's statutory form where it has one. They cost $2.99 each rather than $0.99, and the checklist never blocks checkout; it tells you what a reviewer will look for.

Only right after you buy it. The page you land on after paying for a quote or estimate has a "Turn this into an invoice" button. It opens a new invoice with the same parties, line items, tax and notes; you set the invoice number and due date and add your logo again. It works in the same browser tab for up to an hour after purchase. After that, subscribers can save the details as a template and start the invoice from it. A saved document can't be switched to a different type.

Yes. Every business document (invoice, estimate, quote, receipt, and purchase order) accepts a PNG, JPEG, or WebP logo up to 200 KB. Subscribers can save it in a template so it's there next time. SVG and GIF logos are not supported for security reasons.

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.

Yes. Each document takes a tax rate, plus an optional second tax line for state and local tax or GST and PST. The rate applies to the whole document, so bill taxable and tax-exempt items on separate documents. Issueable computes the tax total but doesn't file or remit tax on your behalf; that's still your responsibility with your local tax authority.

Businesses in the US, Canada, the UK, the EU and Australia, plus an Other option. The country you pick sets the tax ID label (Business Number in Canada, VAT ID in the UK and EU, ABN in Australia). Addresses are validated for all 50 US states plus the District of Columbia and Canada's 10 provinces and 3 territories, with ZIP and postal code checks. You can bill in USD, CAD, GBP, EUR, AUD or another of the 15 currencies in the list.

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.

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.

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.

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.

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.

The monthly subscription includes unlimited document generation across every Issueable tool (invoices, estimates, quotes, receipts, purchase orders and the statutory forms), 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.

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

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.

Payments are non-refundable once a PDF has been generated — which is why every document can be previewed in full, watermarked and free, before you pay. If something is genuinely wrong with the file you received (it failed to generate, rendered corrupt, or was charged twice), contact support and we'll put it right at our discretion. See our refund policy for the full terms.