Question 1

Is Aviy really free to use?

Accepted Answer

Yes. You can create invoices, estimates, quotes, credit notes, receipts, and purchase orders completely free. No credit card required to get started. Paid plans add storage, recurring invoices, payment tracking, analytics, and team features.

Question 2

Do I need an account to use Aviy?

Accepted Answer

No. The AI invoice generator works without an account. An account is only needed if you want Aviy to store your documents, track payments, or unlock recurring invoices and analytics.

Question 3

How do I sign up?

Accepted Answer

Click "Create account" in the top-right of any page. We use magic-link sign-in — enter your email and click the link we send you. There are no passwords to remember.

Question 4

How do I create my first invoice?

Accepted Answer

Go to the AI invoice generator, type a sentence describing the invoice (for example, "Invoice Acme Inc £1,500 for website redesign, due in 30 days"), and Aviy creates it instantly. You can preview, edit, download a PDF, or send it directly to your client.

Question 5

How does the AI invoice creation work?

Accepted Answer

Describe your invoice in plain English — for example, "Invoice Acme Inc for $1,500 for website redesign, due in 30 days." Our AI understands your intent and creates a professional invoice instantly.

Question 6

Can I edit a document after the AI creates it?

Accepted Answer

Yes. Every field — client, line items, amounts, taxes, due date, notes — is editable. The AI gives you a head start; you stay in control.

Question 7

Can I customise the invoice template?

Accepted Answer

Yes. Choose from multiple templates, customise colours, add your logo and signature, and adjust tax rates and discounts. Your brand, your way.

Question 8

Do you support multiple currencies?

Accepted Answer

Yes — Aviy supports every major world currency. Your invoices automatically display the correct currency symbol and formatting for your region.

Question 9

Can I create recurring invoices?

Accepted Answer

Yes. Set a frequency (weekly, monthly, quarterly, yearly), choose a delivery channel, and Aviy generates and sends each invoice automatically. Recurring invoices require an Aviy account.

Question 10

Do I need to worry about VAT or sales tax?

Accepted Answer

Aviy supports per-line, per-document, and default tax rates including VAT, GST, sales tax, and HST. Set your default once and it applies to every new invoice; override per line when needed.

Question 11

Can I add my logo and brand colour?

Accepted Answer

Yes. Upload a logo and set a brand colour once in Aviy and every invoice afterwards uses your branding by default. You can also embed a saved signature.

Question 12

What document types can I create?

Accepted Answer

Invoices, estimates, quotes, credit notes, receipts, and purchase orders. You can convert approved estimates and quotes into invoices with one click.

Question 13

What is the difference between an estimate and a quote?

Accepted Answer

An estimate is a non-binding price indication — useful when the final cost depends on actual work done. A quote is a firmer offer, often more binding, that the client accepts at a fixed price. Aviy supports both and lets you convert either into a real invoice once approved.

Question 14

When do I need to issue a receipt?

Accepted Answer

After a client has paid. The receipt confirms the amount, payment method, reference, and date. Useful for cash sales, refunds, expense records, and tax filing. If your client paid through Stripe or PayPal via an Aviy invoice link, Aviy already records that — a separate receipt is optional but professional.

Question 15

When should I issue a credit note instead of editing the invoice?

Accepted Answer

Once an invoice has been sent and accepted (especially after the customer's tax period closes), editing it can create accounting headaches. A credit note is the clean way to refund, cancel, or correct: it references the original invoice, and the net effect is the same as a refund without overwriting history.

Question 16

What is a purchase order and how is it different from an invoice?

Accepted Answer

A purchase order (PO) is what a BUYER sends to a SUPPLIER to request specific goods or services at agreed prices. An invoice is what the SUPPLIER sends to the buyer AFTER delivery, asking for payment. POs come before the work; invoices come after.

Question 17

How do I convert an approved estimate or quote into an invoice?

Accepted Answer

Open the estimate or quote, click "Convert to invoice". Aviy carries over the client, line items, and totals into a fresh invoice — you can adjust the due date, add new items, or send right away.

Question 18

How long should an estimate or quote stay valid?

Accepted Answer

Most estimates and quotes specify a validity window (commonly 14, 30, or 60 days) after which the prices can change. Aviy lets you set this per document; once expired, you can re-issue with updated rates.

Question 19

Does a credit note need to reference the original invoice?

Accepted Answer

Yes, in most jurisdictions. The credit note should clearly state the original invoice number it relates to, the amount being credited, and the reason. Aviy fills this in when you create a credit note from an existing invoice.

Question 20

How do I send an invoice to a client?

Accepted Answer

You can email a PDF directly from Aviy, share a secure link, or send via WhatsApp, SMS, Telegram, Slack, Messenger, or iMessage. Pick the channel your client prefers.

Question 21

Can I accept online payments?

Accepted Answer

Yes. Connect your Stripe or PayPal account and clients can pay directly from the invoice link. Payments are tracked automatically in your dashboard.

Question 22

How do I track who paid?

Accepted Answer

When a client pays through Stripe or PayPal, Aviy marks the invoice paid automatically. For manual payments, you can mark an invoice paid yourself. The dashboard shows outstanding, overdue, and paid totals at a glance.

Question 23

Can a client approve an estimate or quote online?

Accepted Answer

Yes. Aviy generates a secure link the client can open to approve or request changes — no Aviy account required on their side. The accepted state syncs back to your dashboard immediately.

Question 24

Is my data secure?

Accepted Answer

Yes. All data is encrypted in transit and at rest. We use industry-standard security practices and never share your data with third parties.

Question 25

How do I switch between businesses or workspaces?

Accepted Answer

If your account has access to multiple businesses, the workspace switcher in the bottom-left of the dashboard lets you jump between them. Each business has its own invoices, clients, branding, and team.

Question 26

How do I invite a team member?

Accepted Answer

Go to Team in the dashboard sidebar and send an invite by email. Invitees create their account by clicking the link — no password needed. You can assign Admin, Editor, or Viewer roles.

Question 27

How do I cancel my subscription?

Accepted Answer

Go to Manage Plan from the account menu and choose Cancel. Your subscription stays active until the end of the current billing period; we never charge again after cancellation.

Question 28

How do I delete my account?

Accepted Answer

From the Profile page, scroll to "Delete account" and confirm via the email we send.

Question 29

What information does a professional invoice need?

Accepted Answer

Your business name and contact, the client name and contact, a unique invoice number, issue date, due date, an itemised list with quantities and rates, the subtotal, tax, discount (if any), the total amount due, and your payment terms. Aviy fills all of this in automatically.

Question 30

Can I set my own day rate or hourly rate as a default?

Accepted Answer

Yes. Save default services in your business settings (e.g. "Strategy day - £1,500" or "Advisory hour - £250") and they auto-fill new invoices. Edit per-line for any deviation.

Question 31

Do clients see the Aviy logo on my invoices?

Accepted Answer

No. Your invoices show YOUR logo, brand colour, and business details. Aviy is invisible to your clients - the document looks like it came from your business, because it did.

Question 32

How do I handle reverse-charge VAT for EU clients?

Accepted Answer

Set the line-level tax rate to 0% and add a reverse-charge note in the invoice notes field. Aviy includes the right wording so EU business clients know to self-account.

Question 33

Can I include terms or assumptions on an estimate?

Accepted Answer

Yes. Every estimate has a notes field for scope assumptions, payment terms, lead times, or anything else the client should know before approving. Notes carry through if you convert to an invoice.

Question 34

Should a quote include terms and conditions?

Accepted Answer

Yes. A good quote includes payment terms (e.g. 50% upfront, 50% on delivery), a delivery date, warranty or revision policy, and what happens if scope changes. Aviy gives every quote a terms field that flows through if you later convert to an invoice.

Question 35

What if I need a signature instead of a click-to-accept?

Accepted Answer

Aviy supports embedded signature blocks. The client can type their name, draw a signature, or upload one. The signed quote is timestamped and stored with the audit trail.

Question 36

What is the difference between a receipt and an invoice?

Accepted Answer

An invoice asks for payment - it is sent before payment happens. A receipt confirms payment - it is sent after. Both can include the same line items, but the legal and accounting purposes are different.

Question 37

Do I need a receipt if the client paid through Stripe or PayPal?

Accepted Answer

Not strictly. The Stripe or PayPal email and the auto-paid invoice serve as proof. But many clients still prefer a branded receipt from your business. Aviy can generate one in seconds.

Question 38

Can I include tax on a receipt?

Accepted Answer

Yes. Aviy supports per-line and per-document tax - VAT, GST, sales tax, HST. The receipt shows subtotal, tax, and total separately, which is what most tax authorities require.

Question 39

How does a credit note affect tax (VAT/GST)?

Accepted Answer

A credit note reverses the tax that was charged on the original invoice, in proportion to the amount being credited. Aviy calculates the tax adjustment automatically based on the original invoice rates.

Question 40

Can a credit note be partial?

Accepted Answer

Yes. You can credit one line item, several lines, or just a portion of the invoice. The remaining balance is recalculated automatically.

Question 41

Do I send a credit note to the customer or keep it for my records?

Accepted Answer

Both. The customer should receive the credit note as their record of the refund or adjustment. Aviy stores a copy in your dashboard, linked to the invoice, for your accounting and tax records.

Question 42

Do I really need a PO? Can I just email my supplier?

Accepted Answer

For small one-off purchases, an email is fine. For ongoing supplier relationships, larger orders, or anything you want a clear audit trail for (tax, contractor invoices, B2B procurement), a PO with a unique number is the standard. It also makes invoice matching much easier.

Question 43

What does a PO number do?

Accepted Answer

A unique PO number lets you and your supplier reference the exact order across emails, invoices, deliveries, and payments. When the supplier sends an invoice, they reference your PO number - your accounts team can then match and pay without ambiguity.

Question 44

Should I include a delivery date on a purchase order?

Accepted Answer

Yes if delivery timing matters. A PO with a "required by" date sets clear expectations; if the supplier accepts the PO, that date is part of the agreement. Aviy includes a delivery-date field on every PO.

Question 45

Can a PO include taxes or shipping?

Accepted Answer

Yes. Aviy supports per-line tax (VAT, GST, sales tax) and shipping line items. Totals recalculate automatically as you add or remove items.

Question 46

Can clients log in and see their own invoices?

Accepted Answer

Yes. The client portal gives each client a private link to their own dashboard - invoices, estimates, payment history, and downloadable PDFs. Client accounts are free forever.

Question 47

How do I deal with late-paying clients?

Accepted Answer

Aviy tracks every invoice view, open, and download so you know if the client has actually seen it. You can enable automatic reminder emails on a schedule you control - Aviy sends polite, on-brand follow-ups so you do not have to write them.

Question 48

Can I send invoices on my phone?

Accepted Answer

Yes. The web app is fully mobile-responsive, and dedicated iOS and Android apps are available. You can create, send, and track invoices from any device.

Question 49

How do team roles work?

Accepted Answer

Three roles: Admin (full access, including billing and team management), Editor (create and send documents but no billing or team changes), and Viewer (read-only).

Question 50

What happens when a team member leaves?

Accepted Answer

Remove them from the Team page in dashboard settings. Their access is revoked immediately, their session is invalidated, and their actions in the activity log are preserved for auditability.

Question 51

What happens if I cancel my Aviy subscription?

Accepted Answer

Your data stays yours. You can export everything at any time. After cancellation, your account stays accessible on the free tier - you just lose the paid features (storage, payments, analytics).

Question 52

Do I need to be VAT-registered to use Aviy?

Accepted Answer

No. Aviy works whether or not you charge VAT. If you are registered, set your VAT number and default rate in business settings; if not, leave the tax field at 0%. Both work cleanly.

Question 53

Do I need an accountant to use Aviy?

Accepted Answer

No. Aviy is a billing tool, not a full accounting system. It handles invoices, estimates, payments, and basic tax - perfect for solo and small consulting practices. If you need full bookkeeping, ledgers, or P&L, pair Aviy with a dedicated accounting tool.

Question 54

Is Aviy good for one-person consulting practices?

Accepted Answer

It is built for them. The AI generator means you can send a polished invoice in under a minute; the free tier covers everything most independent consultants need.

Question 55

Is Aviy good for a tradesperson, builder, or service business?

Accepted Answer

Yes - the AI generator is especially fast for trades because most jobs are billed against a quote or estimate. Send the estimate before the job, convert it to an invoice when finished, and embed a payment link so the customer can pay before you have packed up the van.

Question 56

Can I deduct invoice creation time as a business expense?

Accepted Answer

Aviy is free for the document generator itself, so there is nothing to deduct there. Paid plans for storage, payments, and analytics are tax-deductible business expenses in most jurisdictions; check with your accountant for your specific situation.

Question 57

How does Aviy compare to FreshBooks or QuickBooks for agencies?

Accepted Answer

Aviy is faster to set up (no chart of accounts, no learning curve) and the AI generator saves real time. FreshBooks and QuickBooks have deeper accounting and tax features. For agencies that want fast, beautiful invoicing without the accounting overhead, Aviy is the better fit. See our comparison pages for the full breakdown.

Question 58

Can I migrate from FreshBooks to Aviy?

Accepted Answer

Yes. Export your client list and invoice history from FreshBooks as CSV, then import into Aviy. Aviy detects FreshBooks export columns and maps them automatically.

Question 59

Is Aviy cheaper than FreshBooks?

Accepted Answer

Yes. Aviy starts free. The AI invoice generator and all six document types are free forever, with no time-limited trial. Paid plans (storage, payments, recurring, analytics) are lower than FreshBooks paid plans.

Question 60

Does Aviy support US sales tax / VAT / GST?

Accepted Answer

Yes. Per-line, per-document, and default tax rates. VAT, GST, sales tax, HST - all supported on every document type.

Question 61

Will I lose payment integrations switching from FreshBooks?

Accepted Answer

No. Aviy connects to Stripe and PayPal - the same processors most FreshBooks users already have set up. Connect once and the migration is complete.

Question 62

How fast can I create an invoice with Aviy compared to FreshBooks?

Accepted Answer

Type a sentence in Aviy, get a finished invoice in under a minute. FreshBooks requires filling in fields one at a time - typically several minutes per invoice. The AI generator is the single biggest time-saver Aviy users report.

Question 63

Can I use Aviy alongside QuickBooks?

Accepted Answer

Yes. Many businesses use Aviy for fast invoicing and AI generation, then feed the data into QuickBooks (or any accounting tool) for the books. Aviy supports CSV export of invoices, payments, and clients.

Question 64

Is Aviy faster than QuickBooks for creating invoices?

Accepted Answer

Significantly. Type a sentence in Aviy, get a finished invoice in under a minute. QuickBooks requires filling in client, line items, taxes, and dates manually - typically several minutes per invoice, not counting the chart-of-accounts setup that QuickBooks requires upfront.

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