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Guides for each feature

Plain-language guides to payment links, quotes, credit notes, statements, reports and more. Browse the help centre →

FAQ

Frequently asked questions

How do I delete my account?

Open InvoiceZen, tap the settings icon at the top right of the InvoiceZen tab to open Business Profile, scroll down and tap "Delete Account". This permanently erases your account and everything in it from our servers: your business profile and logo, clients, invoices and their line items, quotes, credit notes, payment records, saved products, any invoice PDFs we generated for you, and your subscription record. Your sign-in identity is deleted at the same time, so the email address is free to register again from scratch. Data held on your device is cleared when you sign out. Nothing is kept behind for a retention period, and the action cannot be undone — export anything you need first via Profile > Tools > Export Data.

How do I export my data?

Go to Profile > Tools > Export Data to export your invoices, clients, credit notes and payments as CSV files, which open in Excel, Numbers or Google Sheets. You can also share individual invoices, quotes and client statements as PDFs using the share button on each document.

How do I manage my subscription?

Subscriptions are managed through the Apple App Store or Google Play Store. On iOS, go to Settings > Apple ID > Subscriptions. On Android, open Google Play > Menu > Subscriptions.

How do I cancel my subscription?

Cancel through your app store (Apple App Store or Google Play). You'll retain access to paid features until the end of your billing period. Your data remains on our servers until you delete your account.

Does the app work offline?

Yes! InvoiceZen is built offline-first. You can create invoices, quotes, and manage clients without an internet connection. Your data will sync automatically when you reconnect.

How do I set up PayFast payments?

You need your own PayFast account first, then enter its Merchant ID, Merchant Key and Passphrase under Business Profile > Payment Gateway. After that, every invoice you share has a "Pay Online" link your client can pay by card or instant EFT.

Read the full payment gateway guide →
Why is my invoice number not sequential?

Invoice numbers are generated sequentially based on your invoices in the app. If you void invoices, the sequence may appear to have gaps. This is normal and compliant with SARS requirements.

I forgot my app lock PIN. What do I do?

If you turned on fingerprint or face unlock, use it to get in, then turn App Lock off and on again in Business Profile to choose a new PIN. If you only had a PIN, delete and reinstall the app and sign in again: everything that has synced comes back, but anything created offline and not yet synced is lost.

Read the full App Lock guide →

Still need help? Email our support team