Frequently asked questions
Quick answers before you send your first document.
Using the generator
Is InvoiceXYZ free?
Yes. Make and download as many documents as you like. No account, no trial and no watermark.
Which documents can I make?
Invoices, quotes or estimates, receipts, tax invoices and proforma invoices. Switch between them at any time without losing your line items.
How do the trade templates work?
Pick your trade and the generator fills in typical line items and labels — for example "Load / BOL number" for trucking or "Vehicle" for auto repair. Prices start empty so you never bill a sample price by accident.
Can I turn a quote into an invoice?
Yes. Go back to the first step and choose Invoice. Your client and items stay in place and the number changes to the invoice sequence.
How do I show a deposit?
Under "Tax, discount & deposit", enter the deposit already paid. The document then shows a balance due.
Tax, CIS and fees
Does the tool know my tax rules?
No. It calculates the rate you enter and labels it for your country (VAT, GST or sales tax). Check what applies to you with an official source or an adviser.
Can I tax materials but not labor?
Yes. Turn on "Split labor & materials", then choose what the tax applies to: everything, materials only or labor only.
How does the UK CIS deduction work here?
Choose the United Kingdom and turn on "Deduct CIS". The 20%, 30% or 0% rate is applied to labour lines only, never to materials or VAT. The contractor confirms your rate with HMRC; this tool does not check it.
What does "Add card processing fee" do?
It increases the total so that, after a provider like Stripe or PayPal takes its fee, you receive the full amount. Surcharging is restricted in some places, so check before you use it.
Privacy and saving
Is my invoice uploaded anywhere?
No. The PDF is created on your device. We never receive your invoice contents.
Why are my saved details missing on another device?
Saved details live in one browser on one device. They do not sync, and clearing site data or using private browsing removes them.
How do I contact support?
Use the Contact us page. Tell us what happened and we will reply by email. Please do not include your customers’ private details.