Terms of Service · InvoiceVisor

1. Agreement to these Terms

These Terms of Service (“Terms”) form a binding agreement between you and Codevisor LLC, a Texas limited liability company (“Codevisor”, “we”, “us”, “our”), governing your access to and use of the Invoicevisor website, application, and related services (the “Service”).

By creating an account, clicking to accept, or using the Service, you agree to these Terms and to our Privacy Policy, which is incorporated by reference. If you do not agree, do not use the Service.

If you accept these Terms on behalf of a company or other organisation, you represent that you have authority to bind it, and “you” means that organisation.

Please read these sections carefully — they affect your legal rights: Section 8 (fees are non-refundable and your subscription renews automatically), Section 21 (disclaimer of warranties), Section 22 (limitation of liability), and Section 24 (governing law and how disputes are resolved).

2. Definitions

“Account” — the Invoicevisor workspace belonging to a single business, with all its Users and data.
“Account Owner” — the person or organisation that created the Account, or to whom ownership has been transferred.
“User” — any individual authorised to access the Account, including administrators and invited staff.
“Your Data” — all information, files, and content you or your Users submit to or generate in the Service, including client records, documents, receipts, and attachments.
“Your Clients” — the customers of your business whose details you record and to whom you send documents.
“Plan” — the subscription tier you have selected, with its features, user limit, and usage allowances.
“Billing Period” — the monthly or annual period for which subscription fees are charged in advance.

3. Eligibility and where the Service is offered

To use the Service you must be at least 18 years old, have capacity to enter a binding contract, and not be barred from using it under applicable law or trade sanctions.

The Service is a business tool, offered for commercial use by businesses, sole traders, contractors, and freelancers. It is not offered as a consumer product.

We offer the Service only in the United States and Canada. We do not market it in, or direct it to, the European Economic Area, the United Kingdom, or Switzerland. If you access it from elsewhere, you do so on your own initiative and are responsible for compliance with your local law, and we make no representation that the Service is appropriate or available for use in your location.

4. Accounts and security

Registration. Provide accurate, current, and complete information, and keep it up to date. We verify your email address before granting full access.

Credentials. You are responsible for keeping your password and authentication factors confidential, and for all activity under your Account, whether or not you authorised it. We strongly recommend enabling multi-factor authentication. Notify us immediately at support@codevisor.com if you suspect unauthorised access.

Users. The Account Owner may invite Users, assign roles, and revoke access. You are responsible for your Users’ compliance with these Terms and for everything they do in the Account. The number of Users permitted is fixed by your Plan — see Section 7.

Account ownership. The Account Owner controls the Account and Your Data. If you are a User invited into someone else’s Account, that Account Owner can view your activity, change your access, and remove you. Ownership disputes are between you and the Account Owner; if we receive competing claims, we may suspend the Account until the dispute is resolved or we receive a court order or other satisfactory evidence of entitlement.

5. The Service

Invoicevisor lets you create and send invoices, estimates, and credit notes; record payments; manage clients and a catalogue of products and services; track expenses and scan receipts; log mileage; schedule appointments; issue recurring invoices; send overdue reminders; and generate documents and reports.

We may add, change, or remove features over time. We will not materially degrade the core functionality of a Plan during a Billing Period you have already paid for without giving you notice and, where the change is materially adverse to you, the option to cancel and receive a pro-rated refund of the unused portion of that period.

Invoicevisor is a record-keeping and document-generation tool. It is not an accountant, tax adviser, lawyer, bookkeeper, bank, or payment processor. See Sections 12 and 13.

6. Free trial and the Free Plan

Free trial. New Accounts receive a free trial of 7 days. Trial features and allowances may be limited compared with paid Plans; in particular, receipt scanning during a trial is capped at 10 scans in total, not per month.

After the trial. When the trial ends, your Account moves to the Free Plan, which provides limited functionality at no charge. You are not automatically charged, and your data is not deleted. To restore full functionality, subscribe to a paid Plan at any time.

We may modify or withdraw trial offers at any time, and may decline a trial to anyone who has already had one.

7. Plans, fees, and billing

Plans. The Service is offered on tiered subscription Plans. Current Plans, prices, user limits, and usage allowances are published at invoicevisor.com/#pricing and form part of these Terms.

Payment in advance. Fees are charged in advance for each Billing Period — monthly or annually, as you select. Annual Plans are billed as a single upfront payment for the year.

Payment processing. Subscription payments are processed by Stripe. By subscribing, you authorise us and Stripe to charge your payment method for all fees when due, including on each automatic renewal. You must keep a valid payment method on file.

User limits. Each Plan permits a fixed maximum number of Users. This is a hard cap: when you reach it, you cannot add another User until you upgrade to a Plan with a higher limit. There are no per-user add-on charges and no mid-period seat purchases — the price of a Plan is the same whether you use one User or all of them. Upgrading takes effect immediately, and Stripe applies its standard proration for the remainder of the Billing Period.

Usage allowances. Some features are metered — notably receipt scanning, which includes a monthly allowance per Plan. When you reach an allowance, the feature stops until your allowance resets at the start of your next Billing Period. There are no overage charges and you will never be billed more than your Plan price for usage. All other functionality continues to work normally.

Taxes. Prices exclude sales tax, GST/HST, and other applicable taxes unless stated otherwise. You are responsible for such taxes, other than taxes on our income; where we are required to collect them, they will be added to your invoice.

Price changes. We may change prices on at least 30 days’ notice by email or in the Service. A change takes effect at your next renewal. If you do not accept it, cancel before that renewal.

Failed payments. If a payment fails we will retry and notify you. If it remains outstanding after 14 days, we may downgrade your Account to the Free Plan or suspend access until the balance is paid. Suspension does not delete Your Data and does not relieve you of amounts already due.

Promotions. We may offer discounts and promotional codes, subject to the terms stated with each offer. They apply only for the stated duration, cannot be combined unless we say so, have no cash value, and may be withdrawn or modified at any time for future use.

8. Renewal, cancellation, and refunds

Automatic renewal. Your subscription renews automatically at the end of each Billing Period — monthly Plans monthly, annual Plans annually — at the then-current price, and your payment method will be charged, until you cancel.

How to cancel. Cancel at any time from your billing settings, or by emailing support@codevisor.com. Cancellation takes effect at the end of the current Billing Period. You keep full access until then and will not be charged again.

Fees are final and non-refundable. All fees are non-refundable, and we do not provide refunds, credits, or pro-rated repayments for partial Billing Periods, unused time, downgrades, or periods in which you did not use the Service. This applies to monthly and annual Plans alike. You are encouraged to use the 7-day free trial and the Free Plan to evaluate the Service before subscribing.

The only exceptions are that we will:

refund duplicate or demonstrably erroneous charges;
refund the unused portion where we terminate your Account without cause, or discontinue the Service, under Section 20;
refund the unused portion where we make a materially adverse change under Section 5 and you cancel; and
honour any refund right that applicable law gives you and that cannot lawfully be waived.

Downgrades take effect at your next renewal and are not refunded. Before a downgrade takes effect, you are responsible for reducing your User count to fit the lower Plan’s limit.

App-store purchases. If you ever subscribe through the Apple App Store or Google Play, that store’s billing, cancellation, and refund rules govern that purchase and you must cancel through the store.

9. Your Data

You own Your Data. Nothing in these Terms transfers ownership of Your Data to us.

Licence to operate the Service. You grant us a worldwide, non-exclusive, royalty-free licence to host, store, copy, transmit, display, process, and reformat Your Data solely to the extent necessary to provide, secure, support, and improve the Service for you, and to comply with law. This licence ends when Your Data is deleted from our systems, subject to backups expiring on their normal cycle.

We do not use Your Data to train artificial intelligence or machine learning models, ours or anyone else’s.

Your responsibilities. You represent and warrant that you have all rights and permissions necessary to submit Your Data to the Service and to have us process it as described, and that Your Data and its processing do not violate any law or infringe any third party’s rights. You are solely responsible for the accuracy, quality, and legality of Your Data.

Backups are not your archive. We maintain backups for our own operational resilience. They are not a substitute for your records, and we are not your system of record for accounting or tax purposes. Export and retain your own copies of your business records. The Service provides export tools for this.

10. Acceptable use

You must not, and must not permit any User or third party to:

use the Service for any unlawful, fraudulent, or deceptive purpose, including issuing fraudulent invoices, invoice fraud, or business-email-compromise schemes;
send unsolicited bulk email or any communication that violates anti-spam law, including the CAN-SPAM Act or Canada’s Anti-Spam Legislation (CASL), or send to recipients with whom you have no consent or legitimate business relationship;
upload or transmit malware or anything designed to disrupt or damage any system;
upload content that is obscene, defamatory, harassing, or that infringes any intellectual property or privacy right;
attempt to gain unauthorised access to the Service, other Accounts, or our systems; probe, scan, or test our security without prior written permission; or circumvent authentication, rate limits, quotas, or usage restrictions;
reverse engineer, decompile, or disassemble the Service, or attempt to derive its source code, except where this restriction is unenforceable under applicable law;
copy, resell, sublicense, rent, lease, or provide the Service to third parties as a service bureau, or use it to build a competing product;
scrape or use automated means to access the Service other than through our documented interfaces;
impose an unreasonable or disproportionate load on our infrastructure, or share one Account among separate businesses;
remove or obscure any proprietary notice; or
use the Service in violation of trade sanctions or export-control laws, including in any embargoed territory or by any restricted party.

Security research. We welcome good-faith vulnerability reports. Contact support@codevisor.com before testing.

We may investigate suspected violations and may suspend or terminate access for conduct violating this Section, without liability to you.

11. Email sending and deliverability

The Service sends email on your behalf — invoices, estimates, reminders, and messages you configure — from our sending infrastructure.

You are solely responsible for who you send to, what you send, and compliance with CAN-SPAM, CASL, and all other applicable law.
The Service is for transactional business documents. You must not use it to send bulk marketing email.
Delivery depends on networks and receiving mail servers outside our control. We do not guarantee that any message will be delivered, delivered on time, or not filtered as spam, and we are not liable for non-delivery or delay. Delivery statuses shown in the Service are informational only.
Excessive bounces, complaints, or spam reports arising from your use harm our sending reputation. We may throttle, suspend, or terminate your sending privileges to protect it.

12. No professional advice; your compliance obligations

The Service is a tool. It does not provide accounting, tax, legal, or financial advice, and it does not verify that anything you produce with it is correct or legally compliant.

You are solely responsible for:

the accuracy of every invoice, estimate, credit note, expense, and report you produce;
determining and applying the correct tax rates and treatments for your jurisdiction and your transactions, and for the correctness of any calculation once you have entered the inputs;
whether the documents you issue meet the invoicing, e-invoicing, record-keeping, and retention requirements that apply to you;
your own tax filings, returns, and payments;
reviewing data extracted automatically from receipts, which is a machine-generated suggestion and may be inaccurate; and
retaining your own records for the periods your law requires.

Consult a qualified accountant or adviser. We are not liable for any tax assessment, penalty, interest, fine, or loss arising from your use of, or reliance on, the Service or anything it generates.

13. Payments from Your Clients

You may record payments manually, and you may offer your clients online payment options. In every case, the payment relationship is between you and Your Client. Invoicevisor never holds, transmits, or takes custody of your funds or your clients’ funds. We are not a bank, money transmitter, payment processor, escrow agent, or debt collector, and we do not guarantee that you will be paid.

Manually recorded payments. Where you record a payment yourself, the Service is simply your record of it. We do not verify that it occurred.

Card payments via Stripe. If you enable online card payments, you create and onboard your own Stripe connected account through the Service. You contract directly with Stripe and must accept the Stripe Connected Account Agreement and Stripe’s other terms. Stripe verifies your identity, processes the payment, deducts its fees, and pays out to your bank account. Funds settle directly to you; they do not pass through us. Stripe’s fees are separate from your Invoicevisor subscription and are set by Stripe. We do not charge a platform fee on your clients’ payments.

Chargebacks, disputes, reversals, refunds, holds, payout delays, and any decision by Stripe to restrict or close your connected account are matters between you, Your Client, and Stripe. We have no control over them and no liability for them, although we will show you the events Stripe reports to us.

Venmo. If you enter a Venmo handle, we display it on your invoices as a payment link or QR code. That is the entire extent of our involvement — we do not process, verify, track, or receive any information about a Venmo payment, and a payment made this way will not be recorded in the Service unless you record it yourself. Your use of Venmo is governed by Venmo’s own terms.

You are responsible for ensuring that any payment method you offer your clients is permitted by that provider’s terms for business use, and for any consequence of using a personal account for business payments.

14. Third-party services

The Service interoperates with third-party services including Stripe, Google, and Venmo. Your use of any third-party service is governed by that provider’s terms and privacy policy, not ours. We do not control and are not responsible for third-party services, and we are not liable for any loss arising from them. If a third-party service changes or becomes unavailable, related functionality may be affected; this does not entitle you to a refund.

15. Our intellectual property

The Service — including all software, source code, designs, text, graphics, logos, templates, and documentation — is owned by Codevisor or our licensors and protected by copyright, trademark, and other laws. “Codevisor” is a registered trademark in the United States, the United Kingdom, and Canada. “Invoicevisor”, our logos, and our other marks are our trademarks. You may not use them without our prior written permission.

Subject to these Terms and payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable licence to access and use the Service for your internal business purposes during your subscription. All rights not expressly granted are reserved.

Documents and PDFs you generate are yours to use for your business. The underlying template designs and the software that produces them remain ours.

16. Feedback

If you send us ideas, suggestions, or feedback about the Service, you grant us a perpetual, irrevocable, worldwide, royalty-free licence to use and commercialise them without restriction, attribution, or compensation. Feedback is not confidential. This gives us no rights in Your Data.

17. Aggregated data

We may generate aggregated and de-identified data derived from use of the Service and use it to operate, analyse, secure, improve, and market the Service. It will never identify you, your Users, or Your Clients, and we will not attempt to re-identify it. We own the aggregated data we create.

18. Confidentiality

Each party may receive the other’s confidential information. Each will protect it with at least reasonable care, use it only to perform under these Terms, and disclose it only to personnel and advisers who need it and are bound by confidentiality obligations. This does not apply to information that becomes public through no fault of the recipient, was already known without restriction, is independently developed, or is lawfully received from a third party. A party may disclose where legally compelled, giving the other reasonable prior notice where lawful.

Your Data is your confidential information. The Service’s non-public features and our pricing are ours.

19. Availability, support, and beta features

We aim to keep the Service available and to fix faults promptly, but the Service is provided without any uptime commitment unless we agree one with you separately in writing. We may carry out scheduled and emergency maintenance, and may suspend access where necessary to protect the security or integrity of the Service.

Support is by email at support@codevisor.com.

We may release beta or preview features, identified as such. They are provided “as is”, may be changed or withdrawn at any time, and are excluded from any warranty or support commitment.

20. Suspension, termination, and your data afterwards

By you. Cancel or close your Account at any time, as described in Section 8.

By us, for cause. We may suspend or terminate your access, in whole or in part, if you materially breach these Terms, fail to pay when due, use the Service in a way that poses a security, legal, or reputational risk, or where we are required to by law. Where practicable and lawful we will give notice and an opportunity to remedy first.

By us, without cause. We may discontinue the Service on 90 days’ notice, with a pro-rated refund of prepaid, unused fees.

Effect. Access ceases. Fees already incurred remain payable and, except as stated in Section 8, are not refunded.

Your data afterwards. When an Account is cancelled or deactivated, we retain Your Data for 90 days, during which you can reactivate and recover it in full. After 90 days, Your Data is permanently deleted and cannot be recovered. Export what you need before then. We may retain records we are legally required to keep, such as billing and tax records, and information reasonably needed to resolve disputes or enforce our agreements; backups expire on their normal cycle.

Survival. Sections 9 (ownership), 12, 13, 15, 16, 17, 18, 21, 22, 23, 24, and any accrued payment obligations survive termination.

21. Disclaimer of warranties

TO THE FULLEST EXTENT PERMITTED BY LAW, THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE”, WITHOUT WARRANTY OF ANY KIND. WE DISCLAIM ALL WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, AND ANY WARRANTY ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

We do not warrant that the Service will be uninterrupted, timely, secure, or error-free; that defects will be corrected; that it will meet your requirements; or that any data, output, calculation, or automatically extracted value will be accurate, complete, or fit for any particular purpose.

Some jurisdictions do not allow the exclusion of certain warranties. In those jurisdictions our liability is limited to the maximum extent permitted, and nothing here excludes a statutory right or guarantee that cannot lawfully be excluded.

22. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW:

(a) No indirect damages. Neither party is liable for any indirect, incidental, special, consequential, exemplary, or punitive damages; loss of profits, revenue, business, goodwill, anticipated savings, or opportunity; loss of or damage to data; or the cost of substitute services — whether in contract, tort (including negligence), or otherwise, and even if advised of the possibility.

(b) Cap. Our total aggregate liability arising out of or relating to these Terms or the Service will not exceed the greater of (i) the total fees you actually paid us in the twelve (12) months immediately preceding the event giving rise to the claim, or (ii) one hundred US dollars (US $100).

(c) Exclusions. The limits in (a) and (b) do not apply to your obligation to pay fees, your indemnity obligations under Section 23, or either party’s liability for fraud, fraudulent misrepresentation, death or personal injury caused by negligence, or any other liability that cannot lawfully be limited.

(d) Basis of the bargain. You acknowledge that these limitations are a fundamental basis of the bargain between us and are reflected in our pricing.

Some jurisdictions do not allow certain limitations; where that is so, these limits apply to the maximum extent permitted.

23. Indemnification

You will defend, indemnify, and hold harmless Codevisor and its officers, directors, employees, and agents from any third-party claim, demand, action, or proceeding, and any resulting losses, damages, liabilities, settlements, and reasonable attorneys’ fees, arising out of or relating to: (a) Your Data, including any claim that it infringes a third party’s rights or violates a law; (b) your or your Users’ use of the Service in breach of these Terms or applicable law; (c) any dispute between you and Your Clients or your Users, including any payment dispute or chargeback; or (d) any claim relating to the documents you issue or to your tax or regulatory compliance.

We will notify you of the claim, give you control of the defence — provided that any settlement imposing obligations on us requires our prior consent, not to be unreasonably withheld — and cooperate at your expense.

24. Governing law and dispute resolution

Governing law. These Terms are governed by the laws of the State of Texas, United States, without regard to its conflict-of-laws rules. The UN Convention on Contracts for the International Sale of Goods does not apply.

Talk to us first. Before starting formal proceedings, you agree to email support@codevisor.com describing the dispute and to attempt in good faith to resolve it for at least 30 days. This often works, and it is faster and cheaper for both of us.

Forum. The state and federal courts located in Williamson County, Texas have exclusive jurisdiction over any dispute arising out of or relating to these Terms or the Service, and both parties consent to personal jurisdiction and venue there and waive any objection based on inconvenient forum.

No arbitration. Disputes are resolved in court as set out above. Neither party is required to submit any dispute to arbitration.

Jury trial waiver. EACH PARTY KNOWINGLY AND VOLUNTARILY WAIVES ANY RIGHT TO A TRIAL BY JURY IN ANY ACTION ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE.

Class action waiver. EACH PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. If this waiver is held unenforceable as to a particular claim, that claim is severed from the individual proceedings and stayed pending resolution of the individual claims; the rest of this Section remains in force.

Small claims. Either party may bring an individual claim in a small claims court of competent jurisdiction instead, if the claim qualifies.

Injunctive relief. Either party may seek injunctive or equitable relief in any court of competent jurisdiction to protect its intellectual property or confidential information.

Canadian users. Nothing in this Section deprives you of the protection of mandatory consumer legislation in your province of residence, to the extent it applies to you.

25. Changes to these Terms

We may update these Terms. We will post the updated version with a new “Last updated” date, and for material changes we will give you at least 30 days’ notice by email or in the Service before they take effect. Changes apply from the effective date, or from your next renewal where they materially affect your rights or fees. If you do not accept a change, your remedy is to cancel before it takes effect. Continuing to use the Service afterwards means you accept the updated Terms.

26. General

Entire agreement. These Terms, the Privacy Policy, and the Plan details on our pricing page are the entire agreement between us on this subject and supersede all prior discussions. Conflicting terms in your purchase order or vendor form have no effect unless we sign them.

Assignment. You may not assign these Terms without our prior written consent, except to a successor of your entire business. We may assign in connection with a merger, acquisition, or sale of assets, on notice to you.

No waiver. Failure to enforce a provision is not a waiver of it.

Severability. If a provision is held unenforceable, it is modified to the minimum extent necessary or severed, and the rest remains in force.

Notices. We may give notice by email to the address on your Account or by posting in the Service; you consent to receive communications electronically. Legal notices to us go to support@codevisor.com and to our postal address in the Privacy Policy.

Force majeure. Neither party is liable for delay or failure caused by events beyond its reasonable control, excluding payment obligations.

Relationship. We are independent contractors. Nothing creates a partnership, joint venture, agency, or employment relationship.

No third-party beneficiaries. These Terms confer no rights on anyone other than you and us.

Export and sanctions. You represent that you are not located in, and will not use the Service in, any territory subject to comprehensive sanctions, and that you are not on any restricted-party list.

Language. These Terms are drafted in English; the English version governs any translation.

27. Contact

Codevisor LLC
Williamson County, Texas, United States

Email: support@codevisor.com