Hi, Does this only work for invoice or can i also use it for selling digital products with Stripe and Paypal or Card payment as the payment process for my vibe coded websites?
Thanks in advance, Marcus
Founder Team
Ay_
Nov 8, 2026
A: Hello! Invoiless is built for invoicing, so your clients pay each invoice online by card through Stripe, or through PayPal, with no extra fees from us. It isn't a checkout for your website and doesn't deliver digital products, but you can use our API (docs.invoiless.com) to create an invoice when someone orders, then redirect them to the invoice link where they can pay. I'd love to hear more...
Q: Questions About Multi-Client Management, API Integration & White-Label Capabilities
Hello Invoiless Team,
I'm interested in your platform and would like to clarify a few things before purchasing.
I would appreciate your help with the following questions:
1\. Can I manage multiple independent client businesses under a single account, with separate workspaces and data privacy?
2\. Can I create individual administrator accounts for each client, with permissions restricted to...
Founder Team
Ay_
Nov 3, 2026
A: Hello!
Thanks for considering Invoiless! Happy to help with your questions:
1. Yes, each business has its own separate workspace and data.
2. Yes. Team members get permissions per module, for example read-only for invoices, read and write for estimates, and no access to expenses. Your clients can view their own invoices in the customer portal, or through a public portal link that needs no...
Q: Credit Question, Sending an invoice with the invoice attached as attachment costs credits?
Hi,
I just noticed the credits 0/10 credits used, is this for internal use age or also online. Whenever i send an invoice to a customer and i want to attach the invoice as an attachment, Will this cost me credits?
Looking forward to your reply,
Cheers,
Founder Team
Ay_
Oct 28, 2026
A: Hello! Attaching the invoice PDF to your emails is free and doesn't use any credits. To turn it on, go to Customers, edit the customer, and enable "Attach PDF". Every invoice you send them will then include the PDF as an attachment.
Credits are only used when you upload your own files (images, PDFs, ZIP files, etc.) and attach them to a record. More details here:...
Does the SimpleFIN bank feed integration allow me to categorize and track internal transfers like owner's draws, or is it strictly for tracking flat business expenses?
Founder Team
Ay_
Oct 28, 2026
A: Hello! SimpleFIN imports outgoing transactions from the bank account you choose as expenses. You can then open each one under Transactions > Expenses and set its category, including custom ones like "Owner's draw" or "Transfer", to track them separately. If you take draws or move money from a separate account, connecting only your expense account keeps them out entirely.
As a business owner, manually reclassifying every owner's draw or personal transfer from an expense category to an equity/draw account is time-consuming and prone to human error, especially since they default to expenses. Could you please prioritize adding a Rule Engine or Transaction Mapping Automation feature in an upcoming release?
Specifically, users need the ability to set conditional rules based on bank memo fields, descriptions, or specific payees so that recurring transfers and owner's draws automatically categorize correctly upon sync, keeping profit and loss reports accurate without manual item editing.
Came here to say the same thing. If bank feeds dump every outflow into generic expenses without rule-based mapping for owner's draws, the automation loses its value. Nobody has time to manually edit line items.
Great idea! I've replied to your email for more details, along with a related idea: AI categorization with your own OpenAI API key, since SimpleFIN doesn't categorize transactions. Let me know what you think! 🙌
Can you please prioritize purchase orders. Many of us buy the products we sell from suppliers and have to raise purchase orders. Today I have to resort to google sheets. I believe you had this on the road map, please get it to the finish line!
Founder Team
Ay_
Sep 21, 2026
A: Hello! Until purchase orders are released, you can use estimates for this by setting the document header to "Purchase Order" (per document, or as a default under Settings > Estimate), since the workflow is essentially the same. You can also set the numbering to something like PO-[NUM] in the Numbering section.
And yes, it's on our roadmap. We recently added vendors for managing your suppliers,...
Q: Payment options
Hi,
Does this only work for invoice or can i also use it for selling digital products with Stripe and Paypal or Card payment as the payment process for my vibe coded websites?
Thanks in advance,
Marcus
Ay_
Nov 8, 2026A: Hello! Invoiless is built for invoicing, so your clients pay each invoice online by card through Stripe, or through PayPal, with no extra fees from us. It isn't a checkout for your website and doesn't deliver digital products, but you can use our API (docs.invoiless.com) to create an invoice when someone orders, then redirect them to the invoice link where they can pay. I'd love to hear more...
Share Invoiless
Hi,
Thanks for reply. Email send
Q: Questions About Multi-Client Management, API Integration & White-Label Capabilities
Hello Invoiless Team,
I'm interested in your platform and would like to clarify a few things before purchasing.
I would appreciate your help with the following questions:
1\. Can I manage multiple independent client businesses under a single account, with separate workspaces and data privacy?
2\. Can I create individual administrator accounts for each client, with permissions restricted to...
Ay_
Nov 3, 2026A: Hello!
Thanks for considering Invoiless! Happy to help with your questions:
1. Yes, each business has its own separate workspace and data.
2. Yes. Team members get permissions per module, for example read-only for invoices, read and write for estimates, and no access to expenses. Your clients can view their own invoices in the customer portal, or through a public portal link that needs no...
Share Invoiless
Q: Credit Question, Sending an invoice with the invoice attached as attachment costs credits?
Hi,
I just noticed the credits 0/10 credits used, is this for internal use age or also online.
Whenever i send an invoice to a customer and i want to attach the invoice as an attachment,
Will this cost me credits?
Looking forward to your reply,
Cheers,
Ay_
Oct 28, 2026A: Hello! Attaching the invoice PDF to your emails is free and doesn't use any credits. To turn it on, go to Customers, edit the customer, and enable "Attach PDF". Every invoice you send them will then include the PDF as an attachment.
Credits are only used when you upload your own files (images, PDFs, ZIP files, etc.) and attach them to a record. More details here:...
Share Invoiless
Q: Categorizing and tracking internal transfers
Does the SimpleFIN bank feed integration allow me to categorize and track internal transfers like owner's draws, or is it strictly for tracking flat business expenses?
Ay_
Oct 28, 2026A: Hello! SimpleFIN imports outgoing transactions from the bank account you choose as expenses. You can then open each one under Transactions > Expenses and set its category, including custom ones like "Owner's draw" or "Transfer", to track them separately. If you take draws or move money from a separate account, connecting only your expense account keeps them out entirely.
I'd love to hear how...
Share Invoiless
As a business owner, manually reclassifying every owner's draw or personal transfer from an expense category to an equity/draw account is time-consuming and prone to human error, especially since they default to expenses. Could you please prioritize adding a Rule Engine or Transaction Mapping Automation feature in an upcoming release?
Specifically, users need the ability to set conditional rules based on bank memo fields, descriptions, or specific payees so that recurring transfers and owner's draws automatically categorize correctly upon sync, keeping profit and loss reports accurate without manual item editing.
Came here to say the same thing. If bank feeds dump every outflow into generic expenses without rule-based mapping for owner's draws, the automation loses its value. Nobody has time to manually edit line items.
Great idea! I've replied to your email for more details, along with a related idea: AI categorization with your own OpenAI API key, since SimpleFIN doesn't categorize transactions. Let me know what you think! 🙌
Q: Purchase Orders
Can you please prioritize purchase orders. Many of us buy the products we sell from suppliers and have to raise purchase orders. Today I have to resort to google sheets. I believe you had this on the road map, please get it to the finish line!
Ay_
Sep 21, 2026A: Hello! Until purchase orders are released, you can use estimates for this by setting the document header to "Purchase Order" (per document, or as a default under Settings > Estimate), since the workflow is essentially the same. You can also set the numbering to something like PO-[NUM] in the Numbering section.
And yes, it's on our roadmap. We recently added vendors for managing your suppliers,...
Share Invoiless