Analyze invoicing platform terms for payment processing fees, data export limitations, and what happens when you cancel.
Your business data is in their hands. Know your rights before you're locked in.
"Free" invoicing often means 2.9%+ per transaction on card payments. At $100K/year in invoices, that's $3K+ in hidden fees.
Can you export all your data? Some platforms make it difficult to leave—limited export formats or incomplete data downloads.
Annual plans auto-renew at full price. Miss the cancellation window and you're locked in for another year.
Does the platform use your client data for marketing or analytics? Check if they contact your clients directly.
Platforms can raise prices with notice. Some require only 30 days notice before increasing your monthly fee.
What happens to unpaid invoices and client data if they terminate your account? Grace periods vary widely.
Paste the terms of service to identify business-critical issues.