How can we help?

• How do I upgrade or cancel my plan?

  Open Billing from the top nav and use 'Manage billing in Stripe'. You can upgrade, downgrade, or cancel there. Cancellations take effect at the end of your current paid period.

• Why do some of my provincial taxes look wrong?

  Sales tax follows the registrations you set up in Settings and the tax profile assigned to each product/service. Confirm your GST/HST/QST/PST/RST registrations, the place of supply, and each line item's tax profile.

• Can I edit an invoice after I've issued it?

  Issued invoices are locked so their historical record stays intact. Use a credit note, correction, or reversal to adjust them, or issue a superseding invoice.

• How do I add a teammate?

  Open Team from the sidebar to send an invite. Professional plans support up to 3 active users; Business plans support unlimited users, plus an accountant role.

• Where are my PDFs stored?

  Every issued document is rendered server-side and stored in a private, access-controlled bucket. Customers can access them through the secure share link on the invoice.

• What if I lose access to my authenticator app?

  Use one of the recovery codes you saved when you enabled MFA. If those are gone, email support from the address on the account so we can verify your identity.

Support by plan

• Starter. Standard email support during Early Access.
• Professional. Standard email support during Early Access.
• Business. Your support requests are flagged for priority triage and you can request a dedicated-onboarding session. Response times during Early Access are best-effort and are not a contractual SLA.