Help & Support

Navigate to Invoices in the sidebar, click "New Invoice", select a client (or create one), add line items with descriptions and amounts, then click "Create Invoice". You can send it directly via email or download a PDF.

PaymentPulse integrates with Stripe to accept credit/debit cards and bank transfers. Your clients can pay directly from the invoice email or client portal. You can also record manual payments (cash, check, wire transfer) from the invoice detail page.

Go to Settings > Billing and click "Manage Subscription". This opens the Stripe Customer Portal where you can upgrade, downgrade, or cancel your plan. Changes take effect immediately, with prorated billing.

Yes. You can export reports as CSV from the Reports page. For a full data export (invoices, clients, expenses), go to Settings > Data and click "Export All Data". This generates a ZIP file with all your records in CSV format, in compliance with GDPR data portability requirements.

PaymentPulse uses Claude AI to personalize payment reminder emails based on the client relationship, invoice history, and payment patterns. The AI adjusts the tone and messaging to be more effective — friendly for first reminders, firmer for overdue accounts. You can preview and edit AI-generated content before sending.

Yes. All data is encrypted in transit (TLS) and sensitive fields are encrypted at rest (AES-256-GCM). We use Supabase (PostgreSQL) with row-level security, and all API endpoints require authentication. We are GDPR compliant and you can request data deletion at any time. See our Privacy Policy and DPA for full details.