No. Create a PDF or use the free local workspace without an account. Account saving and cloud sync are not connected.
Where is my data stored?
Drafts and workspace records stay in this browser on this device. They do not sync across devices. Clearing browser data can remove them; download full backups and keep them in a private place outside this browser. Hosting providers process access and error logs; browser-local storage does not mean zero network activity.
Can I use it on my phone?
Yes. Edit and preview on your phone, then choose Draft PDF or confirm an export without the Draft label. Each device keeps separate browser data.
Can I record a partial payment?
Yes. Record a full or partial payment manually and view the remaining balance. This does not charge your customer or verify that money reached a bank.
Which saved drafts can I edit?
An eligible invoice draft can be edited until sending, payment or quote relationships restrict it. Other records remain read-only; an independent correction draft does not change the original.
How do quotes and estimates work?
Choose Quote or Estimate to label your proposed work. Both keep their own titles and terms in either PDF export mode. You can mark a quote or estimate accepted and convert it into a linked invoice. Downloading a PDF does not send it to your customer.
A PDF without the Draft label requires confirmation. Removing the label is not legal certification. Downloading is not sending; manual payment records do not charge customers or verify bank receipts. No tax or legal validity is guaranteed.