Frequently asked questions

Enter your email on the login page and follow the short onboarding steps to set up your business. You only need an email address to begin — no credit card is required to create the account.

No. EZY Invoice is designed for business owners, not accountants. You create a quote or invoice from a simple form, and the platform handles numbering, tax calculations and totals for you.

Most businesses are sending their first invoice within a few minutes. Add your business details, logo and tax settings once, and they apply to every document you create.

Yes. You can add customers, products and vendors manually, and reuse them across invoices, quotes and purchase orders so you never re-key the same details twice.

Invoices, quotations, proforma invoices, credit notes, purchase orders and payment receipts — all from one connected workspace, with your branding applied.

Yes. Accepted quotes convert into a tax invoice in a single click, carrying across the line items, customer and totals so nothing is re-entered.

Yes. EZY Invoice is built for Australian business with GST-ready tax handling. You can configure tax rates and payment terms, and tax is calculated on every line item automatically.

You can record business expenses, manage vendors and raise purchase orders, keeping spending organised alongside your income in one place.

Yes. Add your logo and brand colours, and choose from document templates so your invoices, quotes and receipts look professional and consistent.

On the Professional plan you can run multiple companies, each with its own data, branding and team — all under one login.

Yes. Role-based permissions let you control exactly who can create invoices, manage vendors, view reports or change settings, so sensitive areas stay in the right hands.

Yes. API access is available so you can connect EZY Invoice to the rest of your stack and automate parts of your workflow.

Send a quotation, convert it to a tax invoice when accepted, email it to your customer, record the payment when it arrives, and issue a receipt. Every step flows into your reports automatically.

Yes. You can send invoices, quotes and other documents by email, using email templates to keep your messaging consistent and professional.

Open the invoice and record a payment against it. The invoice status updates, a receipt can be issued, and the payment is reflected in your reports straight away.

Yes. Your dashboard and reports show outstanding and overdue invoices so you always know who owes you and how much.

You can quickly duplicate documents and reuse saved customers and products to raise repeat invoices with minimal effort.

There are two plans, billed in Australian dollars: Starter at $0 AUD/month and Professional at $30 AUD/month. Annual billing is available and works out cheaper than paying monthly.

The Starter plan includes up to 5 users and 100 invoices per month. The Professional plan raises that to 5 users and 100 invoices per month, and adds multi-company support. Both include unlimited customers.

EZY Invoice is a paid product with two plans. You can create an account without a credit card to set things up, and choose a plan when you are ready to start sending documents.

Yes. Annual billing is available on both plans and is priced lower than twelve monthly payments, so you save by paying yearly.

If you approach the invoice or user limit on your plan, you can upgrade to a higher plan at any time to raise those limits. Unlimited customers are included on every plan.

Subscriptions are paid by card. Your billing details are handled securely and you can update them from your account at any time.

Yes. There are no lock-in contracts. You can cancel from your account at any time, and you will keep access until the end of your current billing period.

When you cancel, your plan remains active until the end of the period you have already paid for. If you believe you are entitled to a refund — for example a billing error — contact our team and we will review it fairly.

Yes. You can move between the Starter and Professional plans as your business changes. Upgrades take effect immediately so you get the higher limits right away.

Your data remains yours. Before cancelling you can export your invoices, customers and records, and you can request deletion of your account at any time. See our Privacy Policy for details.

No. There are no setup fees and no cancellation fees — you only pay for your chosen plan.

Yes. Connections are encrypted over TLS, passwords are salted and hashed, and each company's data is isolated so one business can never see another's records. See our Security page for more.

Only you and the team members you invite, according to the roles you assign. Internal access is restricted on a need-to-know basis and sensitive actions are logged.

Yes. Automated backups run on a routine schedule, giving a reliable path to recover your data if the unexpected happens.

Yes. Your data belongs to you — you can export invoices, customers and records whenever you need them, with no lock-in.

We explain exactly what we collect and why in our Privacy Policy, and our GDPR page covers data subject rights such as access, export and erasure.

You can reach our team through the contact page. We are happy to help with setup, billing or any question about using the product.

Use the “Forgot password?” link on the login page. We will email you a secure link to reset it.

Yes. You can update your business name, logo, tax settings and contact details from your settings at any time, and the changes apply to new documents.

Yes. Accountants, bookkeepers and agencies can join our partner program for dedicated onboarding and a partner dashboard. See the Partners page to learn more.