HomeFrequently Asked Questions
Frequently Asked Questions
Are Invoxa’s invoices compliant with tax regulations?
Yes, Invoxa’s invoices are designed to comply with tax regulations across major markets. All templates include required fields for tax identification numbers, registration details, and legally mandated disclosures. Regular updates ensure ongoing compliance with changing regulations in different jurisdictions.
Can I accept online payments directly through Invoxa?
Yes, Invoxa integrates with popular payment processors to accept online payments directly through your invoices. Clients receive invoices with payment buttons that process transactions instantly. Once payment is made, the invoice is automatically marked as paid in your system, streamlining your accounts receivable process.
Can I back up my invoice data and export it from Invoxa?
Yes, Invoxa provides multiple export options for your data. Download invoices, client lists, and financial reports in PDF, CSV, or Excel formats. Set up automatic weekly or monthly backups to cloud storage. All data can be exported in bulk or selectively by date range or client.
Can I create recurring invoices for regular clients with Invoxa?
Yes, for repeat clients, set up recurring invoices by clicking “Recurring” when creating an invoice. Specify frequency (weekly, monthly, quarterly), start/end dates, and delivery options. Invoxa automatically generates and sends these invoices according to your schedule, saving significant administrative time.
Can I customize invoice templates with my company logo and branding?
Yes, Invoxa allows full customization of invoice templates. Upload your company logo in Account Settings. Adjust colors, fonts, and layout to match your brand identity. Save your customized template for future use. Professional branding helps reinforce your business identity and enhances client perception.
Can I enable two-factor authentication (FA) on my Invoxa account?
Yes, enable 2FA in your security settings for additional account protection. Choose between SMS verification codes or authenticator apps like Google Authenticator. Once enabled, you’ll need both your password and a verification code to access your account. Backup codes are provided for emergency access.
Can I import my existing customer data into Invoxa?
Yes, import client data from CSV files, Excel spreadsheets, or other accounting software. The import wizard guides you through mapping fields and validating data. Bulk import capabilities handle large client lists efficiently. Existing client information can be updated or merged with current records.
Can I set up automatic payment reminders for overdue invoices in Invoxa?
Yes, configure automatic payment reminders in your account settings. Set multiple reminder intervals (e.g., 3 days before due, on due date, 7 days overdue). Customize reminder message templates and frequency for different clients. Track reminder history and effectiveness through the dashboard.
Can I upgrade or downgrade my Invoxa plan at any time?
Yes, you can change your Invoxa plan anytime through your account settings. Upgrades take effect immediately with prorated billing for the remainder of your cycle. Downgrades become active at the start of your next billing period. There are no penalties or fees for changing plans.
Can I use Invoxa on my mobile device?
Yes, Invoxa is fully responsive and works on any mobile device through your web browser. The mobile interface provides all essential functions including creating invoices, checking payment statuses, and sending reminders. The design automatically adapts to different screen sizes for optimal usability.
Can Invoxa help me generate financial reports for tax purposes?
Yes, Invoxa generates comprehensive financial reports including profit and loss statements, tax summaries, and revenue reports. Filter data by date range, client, or tax category. Export reports in formats compatible with major accounting software. Custom report templates help track specific tax requirements for your jurisdiction.
Does Invoxa offer a free trial period?
Yes, Invoxa offers a 3-day free trial with full access to all premium features. No credit card is required to start. The trial includes unlimited invoices, client setup, template customization, and automation tools. Customer support is available throughout to help you maximize the trial experience.
Does Invoxa offer invoice templates?
Yes, Invoxa provides a variety of professionally designed invoice templates for different industries. Templates include service-based, product-based, hourly rate, and project fee formats. Each template is fully customizable and compliant with international invoicing requirements. New templates are added regularly based on user feedback.
Does Invoxa support multiple currencies for international clients?
Yes, Invoxa supports over 135 currencies for international billing. Set default currency preferences or specify different currencies for individual clients. Real-time exchange rate calculations are included, with the option to lock in specific rates for long-term projects. Multi-currency reports help track global revenue.
How do I add or manage clients in my Invoxa account?
Navigate to the “Clients” section in your dashboard and click “Add New Client.” Enter their contact information and billing preferences. To manage existing clients, select their name from the client list to edit details, view invoice history, or set up recurring billing profiles.
How do I create an account on Invoxa?
Visit Invoxa.com and click “Sign Up” in the top right corner. Enter your email address and create a password. Complete the short registration form with your business details. Verify your email address through the confirmation link sent to your inbox, then log in to start using Invoxa.
How do I create and send an invoice using Invoxa?
From your dashboard, click “Create Invoice.” Select a client from your list or add a new one. Add line items with descriptions, quantities, and prices. Apply any taxes or discounts. Preview the invoice, then click “Send” to email it directly to your client or download as PDF.
How do I set up client portals for my customers in Invoxa?
Click “Client Portal” in settings and enable access for specific clients. Customize portal features and branding. Clients receive login credentials via email to access their invoice history, make payments, and download statements. Set permission levels to control what information clients can view.
How do I track unpaid invoices in Invoxa?
Access the “Receivables” dashboard to view all unpaid invoices with aging analysis. Color-coded status indicators show payment delays. Set up automated reminders for overdue payments. Generate aging reports by client or date range. Receive instant notifications when payments are late.
How does Invoxa ensure data privacy and compliance with regulations?
Invoxa maintains strict GDPR, CCPA, and international privacy compliance. Data is stored in certified data centers with regular privacy audits. We implement role-based access controls, data encryption, and automated data retention policies. Personal information is never shared with third parties without explicit consent.
How does Invoxa ensure the security of my financial data?
Invoxa uses bank-level 256-bit SSL encryption for all data transmission and storage. Our servers are protected by enterprise-grade firewalls and monitored 24/7. Regular security audits, automated backups, and data redundancy ensure your information remains secure. All payment processing complies with PCI DSS standards.
How does Invoxa handle tax calculations and VAT in different regions?
Invoxa automatically calculates taxes based on location-specific rules. The system supports multiple tax rates, VAT/GST calculations, and tax-exempt clients. For EU transactions, the platform handles reverse charge mechanisms and provides VIES validation. Tax reports can be generated for filing periods to simplify compliance.
How does Invoxa help me track outstanding invoices and payments?
Invoxa’s dashboard displays all outstanding invoices with color-coded status indicators. Set automatic payment reminders for overdue invoices. Generate aging reports to identify payment trends. Track partial payments and remaining balances. Receive notifications when clients view invoices or make payments.
Is Invoxa suitable for small businesses and freelancers?
Yes! Invoxa is specifically designed for small businesses and freelancers with an intuitive interface requiring minimal setup. Its affordable pricing scales with your business growth, while automation features save valuable time. Industry-specific templates and time-tracking tools address the unique needs of independent professionals.
Is there a mobile app for Invoxa?
Yes, Invoxa offers dedicated mobile apps for both iOS and Android devices. The apps provide a streamlined interface for on-the-go invoice management, client communication, and payment tracking. Push notifications alert you to important updates like payments received or approaching due dates.
What are the benefits of using Invoxa for invoicing?
Invoxa saves time through automation, presents professional invoice templates, and improves cash flow with payment reminders. The platform provides financial insights through detailed analytics, reduces errors by eliminating manual data entry, and integrates seamlessly with popular accounting software. Mobile accessibility lets you manage invoices anywhere.
What is Invoxa, and how does it work?
Invoxa is a cloud-based invoicing platform that automates billing workflows. It creates, sends, and tracks invoices while syncing with bank accounts to update payment statuses automatically. Users can customize templates, schedule recurring invoices, and access real-time reports through both desktop and mobile interfaces.
What payment methods can I accept through Invoxa?
Invoxa supports multiple payment methods including credit cards (Visa, Mastercard, American Express), bank transfers, PayPal, and digital wallets (Apple Pay, Google Pay). Professional and Business plans also support ACH transfers and cryptocurrency payments. You can enable different payment options for each client based on their preferences.