Invoiless Questions

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Q: Migrate from Moxie with Stripe

I'm currently using Moxie for billing, and I'd like to switch to Invoiless. Since I have a bunch of clients on recurring monthly billing using Moxie with payments through Stripe, can I easy switch to Invoiless, without the need to have my clients input their credit card info again?

info0744bPLUSApr 7, 2025
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Founder Team
Ay_

Ay_

Apr 9, 2025

A: Hello!

When migrating to Invoiless, your clients will need to re-enter their credit card information. On Invoiless, we use a feature called "Autopay" (automatic payments), which requires clients to confirm the recurring charge the first time.

If you have existing subscriptions with your clients on Stripe, you have a couple of options:

1. You can use Invoiless to only send invoices for your existing clients
2. When creating recurring invoices in Invoiless, you can set the status of generated invoices to "Paid" for those clients who are already paying through your existing Stripe setup

Feel free to open a support ticket if you need more details. 😊

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Q: Attachments

Hello Ay_
Is there an example that I can see with a PNG attachment, the image (ID) does need to be visible on the front of the invoice especially when printed, rather than having to click open attachment as an example as I seek a little more clarity. Also, I could get a clear picture on credits and their pricing, and what we would need in credits for each attachment. Please could you assist with some additional info? Thanks.

alex522Edited Apr 6, 2025
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Q: Add ID?

Hi,
We're looking for a billing/Invoicing solution that allows us to add the customer ID to the invoice. Does Invoiless offer the option to upload a unique file via photo or attachment, such as the customers ID is it displays on the invoice?
Thanks,

alex522Apr 4, 2025
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Founder Team
Ay_

Ay_

Apr 4, 2025

A: Hello! Yes, you can achieve that using attachments on Invoiless. Simply attach the customer ID document as a PDF or image to the invoice, and it will be visible on the invoice.

Guide: https://invoiless.tawk.help/article/attachments

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Q: Separate email addresses for quotes and invoices, employee expenses report

Hi Ay_, I'm testing Invoiless and can't seem to set separate email addresses for quotes and invoices (e.g., accountspayable for invoices). Is this a limitation?
Also, for tracking employee expenses (business, travel, etc.), the report only shows one "Customer" at a time. How can I track all employees together, and will "Employee" contacts be added soon?

joelp_PLUSMar 29, 2025
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Founder Team
Ay_

Ay_

Apr 3, 2025

A: Hello!

We don't currently offer separate emails for quotes and invoices (you have one send-from email–either our default email or your own via SMTP), but we may expand our SMTP integration to support this.

For expense tracking, reports currently only support customer-type selection. However, we're working on a providers module, which will include provider filtering in the future.

Please share details in our community's Feature Requests channel about how these features would improve your workflow. Your feedback helps us prioritize improvements!

Thanks! 😊

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Q: Auto pay

Can you auto receive payments and auto make payments?

apassalaPLUSApr 4, 2025
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Founder Team
Ay_

Ay_

Apr 4, 2025

A: Hello! Yes, we support that. You just need to connect a supported payment gateway, like Stripe, to Invoiless, and you'll be able to receive online payments automatically.

Guide: https://invoiless.tawk.help/article/how-to-connect-my-stripe-account

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Q: Questions for you:

-Can your tool import expenses /income manually through CSV, excel, PDF upload?
-Can your tool create reports like Balance Sheet/Income statement, Cashflow etc?
-Apart from businesses can I use this too track my personal income and expenses?
-Does it have webhook, integrations available with other tools apart from Stripo or ability to connect to banks?
-Automation available e.g sending automated invoice if a customer purchases online?

WonkaPLUSMar 24, 2025
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Founder Team
Ay_

Ay_

Mar 26, 2025

A: Hello!

All great questions!

- Yes, we support imports from CSV, and you can also use our API for more advanced cases.

- Yes, we support reports: https://invoiless.tawk.help/article/reports

- Why not! You can create a new property (here's how: https://invoiless.tawk.help/article/how-to-create-a-new-property) and use it as a personal finance manager to track expenses, income, etc. You can also attach receipts to transactions as PDFs.

- Yes, we support Webhooks: https://docs.invoiless.com/guide/webhooks.html, and you can use our API with no-code tools like n8n, Make, or Pabbly for automation.

- We have an API, and you can use a no-code tool like n8n to automate anything. Here's an example from our blog post: https://invoiless.com/blog/connect-woocommerce-to-invoiless-with-n8n

Hope that helps! 😊

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Q: Unlimited companies

Hi. Do yo have any tier contemplating unlimited companies and unlimited users?
I can only see one Tier

Thanks in advance

jcroldosPLUSMar 23, 2025
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Founder Team
Ay_

Ay_

Mar 26, 2025

A: Yes, we currently have one tier. However, you can purchase multiple codes and redeem them in your account. You’ll need to create a new business inside your account (here’s how: https://invoiless.tawk.help/article/how-to-create-a-new-property), then redeem the code. If you need help, feel free to open a support ticket! 😊

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Q: Multi currency and multi serisl

Jo. Is it possible to habe multi currency??

Is it añso possible to have more than onecseries of invoices for the same company?

Thanks in advance

jcroldosPLUSMar 23, 2025
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Founder Team
Ay_

Ay_

Mar 26, 2025

A: Yes, we support over 150 currencies. As for invoice series, it’s flexible—you can change the number from the invoice builder, and the next invoice will follow that. We also have a feature request to customize the number per client or scope, and we’ll be adding that soon. 🔥

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Q: Is this available for white labelling?

I wanted to sell this in my country, is this available for white labelling?

113381447811593632791Feb 18, 2025
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Q: Accounting

I know you mentioned you are working on accounting. Could give me estimate how long. Can I expect within 60 days?

Secondly I'm a WordPress and woocommerce lover, any plugin to support and when?

Thirdly, I don't expect this but it would be great, can you create multiple business?

SumolixieMar 17, 2025
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Founder Team
Ay_

Ay_

Mar 23, 2025

A: Yes, we have added many accounting features. You can refer to the product updates on the blog. For example, you can manage transactions (income & expenses), generate reports like Ledger Reports, and many other features. 🔥

For WordPress, you can follow this guide on using no-code to generate invoices for WooCommerce orders: https://invoiless.com/blog/connect-woocommerce-to-invoiless-with-n8n

Regarding the last point about managing multiple businesses, we already support that. You can create and manage multiple businesses from the same account. Here’s the guide: https://invoiless.tawk.help/article/how-to-create-a-new-property

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Q: European Union, Requirements

Does the software meet the requirements for electronic invoicing required in the European Union? If so, is there a certificate confirming this?

craMar 24, 2025
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Founder Team
Ay_

Ay_

Mar 26, 2025

A: We have many users from the EU who use Invoiless daily without any issues. If you encounter any specific requirements or notice any missing features, feel free to reach out to our support team for assistance. 😊

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Q: recurring for transaction

you have recurring for invoice, i'm using this as accounting, so no need for invoice, is it possible to do recurring in transaction?

SumolixieMar 19, 2025
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Founder Team
Ay_

Ay_

Mar 23, 2025

A: Hello! Yes, we are planning to support recurring transactions after our v2 launch. Currently, the recurring feature is only available for invoices. 😊

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Q: Issue

I’m facing an issue while setting the PKR conversion rate. I need to set it to 0.0036, but I get an error saying:

"The #2 Rate field must be 0.01 or more."
However, 1 USD to PKR is actually 0.0036. How can I resolve this?

Looking forward to your response.

P.S. I also sent a support ticket a week ago, I didn;t hear from you

Aamir_MursleenMar 7, 2025
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Founder Team
Ay_

Ay_

Mar 23, 2025

A: Hello!

If you submitted a support ticket, you likely received a response. If you haven't received a reply, please open a new ticket and ensure you're using the correct email from the chat widget settings.

We handle issues through our support system, while this space is for general product questions.

Thanks! 🙌

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Q: DO you have plans to add mercado libre as method payment?

please!

14d003b5e74865575a1b9bdba9ba850f5c2f497bOct 21, 2022
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Founder Team
Ay_

Ay_

May 15, 2024

A: New ideas and suggestions are always appreciated! We can definitely add it to our list of payment integrations. In fact, we have several others in the pipeline. GoCardless & Mollie first, then Mercado Pago!

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Q: Integration Questions

1. Do you plan on integrating with Square in the near future? I love them so much more than Stripe.

2. Do you plan on integrating with WooCommerce (and Shopify)? It would be amazing if:
- there was a direct integration so we don't have to manually update inventory in Invoiless.
- the invoice was automatically emailed to the customer when they select "Invoice" as the payment option during check out.
- in WooCommerce, when you select "send order details to customer" from the order actions dropdown, its possible to have the Invoiless invoice attached to the email so customers can easily make their payment.

WhitneyLAPLUSEdited Feb 15, 2025
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Founder Team
Ay_

Ay_

Feb 18, 2025

A: 1. Square Integration: Yes, Square is on our roadmap! You can track its progress here: https://trello.com/c/fJEvT45l

2. WooCommerce: Currently, you can easily achieve this using no-code tools like n8n, Make, or Pabbly. These tools allow you to receive events from WooCommerce (e.g., when an order is completed) and send the data to Invoiless to automatically create and send an invoice. While we may consider a native integration in the future, it’s not in our immediate plans. In the meantime, we highly recommend leveraging no-code solutions, as they are incredibly effective for automating these workflows. (Keep an eye on our blog—we’ll be sharing examples soon, including a WooCommerce workflow you can easily copy and use!)

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Q: Translation and Compliance for France

Hello, do you speak French? And is Invoiless compliant with French regulations?
Thank you for your reply.

arnaudpellegrinromPLUSMar 11, 2025
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Founder Team
Ay_

Ay_

Mar 12, 2025

A: Yes, we support French on Invoiless, and many users from France use it for their invoicing. If you notice any feature missing, feel free to open a support ticket—we’re always happy to improve! 😊

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Q: Are banking feeds not available?

Can I check you’ve been going since 2021 and automatic banking feeds have not yet been released? If that is the case I have seen your roadmap and it is on there, when do you propose we can see this feature?

tazaldeekPLUSFeb 23, 2025
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Founder Team
Ay_

Ay_

Mar 6, 2025

A: Yes, the bank connection feature is on our roadmap and is one of the top-priority features that will be added after v2. Feel free to join our community (https://invoiless.com/community), where we share updates on this. There’s also an announcement about the current roadmap and our upcoming v2 version of Invoiless! 🧡

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Q: Can be used for fundraising ?

Hello,
1- Can be used for fundraising ?
2- If we buy two codes, do we get two accounts (two logins) or only one login ?
Thanks

zohradnPLUSFeb 26, 2025
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Founder Team
Ay_

Ay_

Mar 6, 2025

A: Hello!

1. Yes, but it depends on your specific workflow.
2. If you buy two codes, you can either keep using one account for easy access to all your businesses, or create separate accounts. There’s no limitation from our end.

Hope that helps! 😊

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Q: Ideal payment method

Hi in the Netherlands is people pay with IDeal (approved payment option on Stripe)

1. is it Possible that customers pay via iDeal ?
2. We Will have cliënts who need to pay monthly do i need to create a new invoice each Month? Or can this be automated

Thank you

Oktay.APLUSFeb 19, 2025
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Founder Team
Ay_

Ay_

Mar 6, 2025

A: Hello!

1. Yes, we support iDEAL via Stripe. All you need to do is activate it from your Stripe dashboard, and it will appear on the Invoiless checkout page.
2. Yes, you can use our recurring invoices feature to automatically create and send invoices on a monthly basis. Here's a guide: https://invoiless.tawk.help/article/recurring-invoices

Please let me know if you still need help! 😊

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Q: Hi, if I have 9 businesses, I could stack up 3 codes, is it correct? In that case, how many Custom domains?

In that case, how many Custom domains can be linked? I have 9 custom domains for 9 businesses.

hanahtPLUSFeb 23, 2025
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Founder Team
Ay_

Ay_

Mar 6, 2025

A: Yes, you can stack 3 codes to have 9 businesses. Each business comes with its own custom domain, white-labeling, and all features. The businesses are completely separate but can be managed from the same account for easy access. 😊

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