FAQ

Answers to your questions.

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Getting started

How do I create my first invoice?
Sign up for a free account, click 'New invoice' from the dashboard, add a client, fill in the line items, and hit send. The whole process takes under 30 seconds once you're set up.
Do I need a credit card to sign up?
No. The Free plan is free forever and requires no credit card. You only pay when you upgrade to a paid plan.
Can I import clients from another tool?
Yes. You can import clients via CSV. Go to Clients → Import, upload your CSV file, and map the columns to Nixus fields.
Is there a mobile app?
Nixus works perfectly on mobile browsers — the entire interface is responsive and touch-optimized. A native mobile app is on our roadmap.

Invoicing

Can I customize my invoices?
Yes. You can add your company logo, change colors, and pick from 4 professional templates. Your branding appears on every invoice and PDF.
Can I send the same invoice to multiple clients?
Invoices are tied to a single client, but you can quickly duplicate an invoice and reassign it to another client from the invoice view.
Does Nixus support multi-currency invoices?
Yes. You can bill in USD, EUR, MAD, GBP, and many more currencies. Each invoice has its own currency setting, and reports aggregate by currency.
Can I add taxes and discounts?
Absolutely. Each invoice supports a custom tax rate (0-100%) and a discount amount. Totals are recalculated automatically.
What happens to my invoice numbering?
Nixus auto-generates sequential invoice numbers per user, formatted like INV-2026-0001. You can customize the prefix and padding in Settings → Company.
Can I attach files to an invoice?
Invoices themselves don't support attachments, but you can reference files in the notes. For Pro plans, the client portal lets clients download the PDF anytime.

Payments

How do I mark an invoice as paid?
Open the invoice and click 'Mark as paid', or record a partial payment. Status updates automatically based on the amount paid.
Can clients pay directly through Nixus?
Nixus doesn't process payments directly (yet), but you can add a PayPal link or bank details in the invoice notes. Clients then notify you of the payment.
How do I handle partial payments?
Record a payment for any amount less than the total. Nixus tracks the balance and marks the invoice as 'Partial' until fully paid.
Can I refund a payment?
Yes. Open the payment and click 'Refund'. The invoice balance is adjusted automatically and the payment is marked as refunded.

Subscription

Can I change plans later?
Yes. Upgrade or downgrade at any time. Upgrades take effect immediately; downgrades take effect at the end of the current billing period.
What happens when my free plan runs out?
You'll be prompted to upgrade. Your existing data is preserved — you simply won't be able to create new invoices until you upgrade or wait for the next month.
Do you offer a free trial?
The Free plan is free forever — no trial needed. Paid plans offer a 14-day trial with full access to all features.
How do I cancel?
Go to Subscription → Manage → Cancel. Your access continues until the end of the current billing period. No penalties, no hidden fees.

Security & privacy

Is my data secure?
Yes. We use industry-standard encryption (TLS in transit, encrypted at rest), two-factor authentication, and rate limiting. Your data is never shared with third parties.
Do you support two-factor authentication?
Yes. You can enable 2FA (TOTP) from Settings → Security. We support any authenticator app (Google Authenticator, 1Password, Authy, etc.) and provide 10 backup codes.
Who can see my invoices?
Only you. Invoices are strictly scoped per user. The public view link uses a unique token and only shows the specific invoice it was generated for.
Can I export my data?
Yes. From Settings → Data → Export, you can download a JSON file with all your clients, invoices, and payments. This is useful for backups or migration.
What happens if I delete my account?
Your account is soft-deleted: your email and username are anonymized, and you're logged out. Your data is retained for 30 days for recovery, then permanently deleted.

Account & billing

How do I change my email?
Go to Settings → Profile, update your email, and confirm. You'll need to re-verify the new email before it becomes active.
Can I add team members?
The Professional plan supports up to 3 team members, and the Business plan supports up to 10. Team management is available from Settings → Team (coming soon).
What payment methods do you accept?
We use PayPal for subscription payments. PayPal accepts all major credit cards, debit cards, and PayPal balance.
Do you offer refunds?
Yes. We offer a 30-day money-back guarantee on all paid plans. Contact support within 30 days of your first payment for a full refund.

Still have questions?

Our team is here to help. Get in touch and we'll respond within 24 hours.