Frequently Asked Questions

Service Invoice Pro has two plans:

• Free — $0/month. Create invoices, manage customers and jobs, use the dashboard, and share invoices via link. Invoices include a small “Powered by Zentive” badge.
• Pro — $19/month. Everything in Free, plus online payments, email sending, payment reminders, recurring invoices, branding removal, and team management.

Additional team members on Pro are $10/seat/month. There are no setup fees, hidden charges, or long-term contracts. See Free vs Pro for a full comparison.

When you’re on the Pro plan, you can connect your own Stripe account to accept credit card and ACH bank transfer payments directly from your invoices.

Here’s how it works:

1. You connect Stripe in Settings > Payments.
2. Your customer receives an invoice with a Pay Now button in the customer portal.
3. The customer pays via Stripe Checkout (credit card or bank transfer).
4. The invoice is automatically marked as paid.
5. Funds go directly to your Stripe account — Service Invoice Pro takes 0% platform fee.

Stripe charges their standard processing fees: 2.9% + 30¢ for cards and 0.8% (capped at $5) for ACH. See Payment Fees for details.

There’s no native mobile app at this time. However, Service Invoice Pro is fully responsive and works well in mobile browsers. You can create invoices, manage customers, and view your dashboard from your phone or tablet.

Tip: Add the site to your home screen for quick access — it works like an app without needing to install anything.

On the Pro plan, you can invite team members to help manage your invoices. Team members can:

• Create, edit, and send invoices
• Manage customers and jobs
• View the dashboard and reports

Team members cannot access:

• Billing and subscription settings
• Payment settings (Stripe Connect)
• Business info, branding, or invoice settings
• Team management (inviting/removing members)

Only the account owner has access to all settings. Additional seats are $10/seat/month. See Free vs Pro for plan details.

If you cancel:

• You keep Pro access until the end of your current billing period.
• After that, your account reverts to the Free plan.
• All your data is preserved — invoices, customers, jobs, and everything else stays safe.
• You just won’t be able to use Pro features (online payments, reminders, recurring invoices, team management) until you re-subscribe.

You can re-subscribe at any time from Settings > Billing & Subscription and your Pro features are reactivated immediately. See Managing Your Subscription for details.

Yes. Go to Settings > Invoice to configure:

• Invoice number prefix — the text at the beginning of every invoice number (default: “INV-”). You can change it to anything, like “SI-” or your company initials.
• Next invoice sequence — the number assigned to your next invoice. Set this to continue from where you left off if migrating from another system.

Invoice numbers are displayed with the prefix followed by a 5-digit padded number. For example, with prefix “INV-” and sequence 42, the invoice number is INV-00042.

See Invoice Settings for full details.

Every invoice email includes an unsubscribe link. If a customer clicks it, they won’t receive any further emails from your account — including invoices and payment reminders.

You can still share invoices with unsubscribed customers by sending them the portal link directly (copy the link from the Share dialog).

Unsubscribed customers won’t appear in the email recipient dropdown when you try to send an invoice via email.

Recurring invoices (Pro feature) let you set up templates that automatically generate new invoices on a schedule. You choose:

• Frequency — weekly, biweekly, monthly, quarterly, or yearly
• Start date — when to begin generating invoices
• End date — optional; when to stop generating
• Auto-send — optionally email the invoice automatically when it’s generated

Each time the schedule triggers, a new invoice is created from the template with updated dates. If auto-send is off, invoices are created as drafts for you to review before sending.

Yes. Go to Settings > Branding to customize:

• Logo — upload your business logo (PNG, JPG, or SVG, up to 5 MB)
• Primary color — used for headings, buttons, and accents on your invoices
• Secondary color — used for supporting elements
• Font — choose from Inter, Roboto, or Lora

Your branding appears on the invoice PDF and in the customer portal. On the Free plan, invoices include a “Powered by Zentive” badge — upgrade to Pro to remove it.

See Branding for the full guide.

Yes. Press Ctrl+K (or Cmd+K on Mac) from anywhere in the app to open global search. You can search for:

• Invoices (by number or customer name)
• Customers (by name or email)
• Jobs (by title)

Search results are grouped by type with clickable links to jump directly to the item.

CSV import is not available yet but is planned for a future update. Currently, you would need to create invoices manually.

If you’re migrating from another system, you can set your invoice number sequence to continue from where you left off, so your numbering stays consistent.

Service Invoice Pro is built for service-based businesses. During onboarding, you can select your business type from:

• Landscaping
• Lawn Care
• Cleaning
• Plumbing
• Electrical
• HVAC
• General Contracting
• Other

The app works for any service business that needs to create and send invoices — whether you’re a solo operator or have a small team.

Your data is never deleted when you cancel your Pro subscription or stop using the app. All your invoices, customers, jobs, and settings are preserved indefinitely.

If you re-subscribe to Pro later, everything is exactly as you left it.

If you want your data permanently deleted, contact support and we’ll take care of it.

Stripe charges standard processing fees that come directly out of each payment:

• Credit/debit card: 2.9% + 30¢ per transaction
• ACH bank transfer: 0.8% (capped at $5) per transaction

Service Invoice Pro does not charge any additional platform fee — Stripe’s fees are the only cost. For worked examples showing exactly what you’d receive from different payment amounts, see Payment Fees.