CLOUDINVOICE FAQ
Useful answers, before you need to ask twice.
Everything currently available in CloudInvoice, explained without inflated product claims.
01What is CloudInvoice?
CloudInvoice is a web-based invoicing workspace for freelancers, agencies, consultants, and small businesses. It helps you create GST-ready invoices, manage client details, share payment links, and understand what has been billed and collected.
02Can I make GST invoices with CloudInvoice?
Yes. CloudInvoice supports intra-state invoicing with CGST and SGST, and inter-state invoicing with IGST. You can store GSTIN and state-code details for clients and add HSN or SAC codes to line items.
03Does CloudInvoice calculate tax automatically?
Yes. After you enter a line item’s quantity, unit price, discount, and GST rate, CloudInvoice calculates the tax and invoice total. You still review the final draft before sending it.
04How do clients pay an invoice?
A sent invoice has a private client portal. When Stripe is configured, the client can pay by card through Stripe Checkout. If you add a UPI ID in settings, the portal also displays a UPI QR code for the invoice balance.
05Are Stripe payments recorded automatically?
CloudInvoice updates an invoice only after receiving and verifying a Stripe webhook. This protects payment status from being changed simply because a visitor returns to a success page.
06Can I share an invoice without email?
Yes. Each invoice has a private payment link that you can copy and send through your usual client communication channel. The link uses a high-entropy token rather than exposing an internal invoice ID.
07Can I export invoices as PDF?
Yes. Open an invoice and choose Export PDF. CloudInvoice uses your browser’s native print-to-PDF workflow, which lets you save a faithful document without sending invoice data to a separate PDF service.
08What invoice templates are available?
CloudInvoice includes Classic, Modern, and Midnight presentation styles. The selected template is stored on the invoice and used on the client-facing payment page.
09Can I add clients and reuse their information?
Yes. Client records keep billing contact details, GSTIN, state code, addresses, and internal notes. You can select a saved client when creating future invoices.
10Can I track revenue and outstanding invoices?
Yes. The dashboard distinguishes collected revenue from outstanding balances. The analytics area compares billed and collected totals over the previous six months.
11Who is CloudInvoice designed for?
CloudInvoice is designed for service-led independent businesses: freelancers, consultants, agencies, studios, and small teams that need polished billing without a complex enterprise accounting system.
12Does CloudInvoice work on mobile?
Yes. The public payment portal and the authenticated workspace are responsive for phones, tablets, laptops, and wide desktop screens. A client can open a payment link from any modern browser.
13Can I use UPI with CloudInvoice?
Yes. Add your business UPI ID in workspace settings. CloudInvoice creates a UPI payment QR code on client payment pages with the outstanding invoice amount already included.
14Does CloudInvoice support partial payments?
The data model and revenue displays support partially paid invoices. Stripe Checkout currently collects the full outstanding balance for a payment link; other payment methods can be recorded as the product expands.
15Can I use CloudInvoice outside India?
CloudInvoice supports several default invoice currencies. Its GST and UPI workflow is optimized for Indian businesses, while standard invoice creation and Stripe payment collection can support international client workflows.
16Is my business data separated from other workspaces?
Yes. Authenticated reads and writes resolve the current membership and scope client and invoice data to its organization. This tenant boundary is enforced in the application data-access layer.
17Does CloudInvoice store card data?
No. Card checkout is handled by Stripe. CloudInvoice stores the payment outcome and Stripe payment reference required to reconcile the invoice, not card numbers or card security codes.
18Can I invite my team?
Team workspace membership is part of the product direction. The current release creates an owner workspace during onboarding; multi-member invitation controls are not yet exposed in the interface.
19Does CloudInvoice integrate with Razorpay, Slack, or Zapier?
Stripe and UPI are the active payment pathways today. Other integrations are roadmap items and are described honestly as such on the integrations page rather than presented as active connections.
20How do I start?
Create an account, name your workspace, add your first client, and create an invoice draft. You can configure business details, GSTIN, invoice prefix, and UPI ID from settings as you go.
Ready to see it in your own workflow?
Create a workspace and make the first invoice when you are ready.
Get started