Effective Date: March 15, 2026 Last Updated: March 15, 2026

This document combines AgentInvoice's Privacy Policy and Terms of Service into a single reference. Please read both sections carefully before using the AgentInvoice platform. By creating an account or using our services, you agree to be bound by these terms and acknowledge our privacy practices.

Questions? Reach us at legal@agentinvoice.co or https://agentinvoice.co.

Part 1 — Privacy Policy

At AgentInvoice ("AgentInvoice," "we," "us," or "our"), we are committed to protecting the privacy of individuals who visit our website, use our application, or otherwise engage with our services (collectively, the "Services"). This Privacy Policy explains what information we collect, how we use it, and the choices you have in relation to that information.

1. Scope and Definitions

This Policy applies to all users of the AgentInvoice platform, including free and paid subscribers, and visitors to our marketing site at https://agentinvoice.co. References to "you" or "your" mean the individual or legal entity using the Services. References to "Account Data" mean information you provide when registering; "Transaction Data" means data relating to invoices, payments, clients, and line items processed through the platform; "Usage Data" means information about how you interact with the platform.

2. Information We Collect

2.1 Information You Provide Directly

We collect information you voluntarily provide when you:

Create an account: name, business name, email address, password, billing address, and phone number.
Configure your invoicing profile: business logo, tax identification numbers, bank or payment details you choose to display on invoices, and default payment terms.
Create and send invoices: client names, client email addresses, postal addresses, line item descriptions, amounts, and any notes or custom fields you add.
Contact support: the content of your messages and any attachments you include.
Respond to surveys or participate in beta programs: feedback, feature requests, and product opinions.

2.2 Information Collected Automatically

When you use the Services, we automatically collect:

Log Data: IP address, browser type and version, operating system, referring/exit pages, date/time stamps, and clickstream data.
Device Data: device identifiers, hardware model, and network information.
Usage Data: features accessed, invoice creation events, search queries within the app, error logs, and session duration.
Cookies and Similar Technologies: see Section 6 for details.

2.3 Information from Third Parties

We may receive information about you from:

Payment processors (e.g., Stripe) to facilitate payments on your behalf. We do not store or process payment card data — all payment handling is performed by Stripe under their own privacy policy and compliance obligations.
OAuth providers (e.g., Google) if you choose to sign in using a third-party identity provider.

3. How We Use Your Information

We use the information we collect to:

Provide and operate the Services, including generating invoices, processing payments, and sending invoice emails to your clients on your behalf.
Authenticate your identity and keep your account secure.
Send transactional communications such as invoice delivery confirmations, payment receipts, and subscription renewal notices.
Provide customer support and respond to your inquiries.
Improve the platform through analysis of aggregate usage patterns and product analytics.
Send product updates, feature announcements, and occasional promotional content, where you have not opted out (see Section 9).
Detect and prevent fraud, abuse, and security incidents.
Comply with applicable legal obligations, respond to legal process, and enforce our Terms of Service.

We do not sell, rent, or trade your personal data or your clients' personal data to third parties for their own marketing purposes.

4. Legal Basis for Processing (EEA, UK & Switzerland)

If you are located in the European Economic Area, the United Kingdom, or Switzerland, our legal bases for processing your personal data are:

Contract performance: processing necessary to provide the Services you have contracted for.
Legitimate interests: fraud prevention, security, product improvement, and analytics — where those interests are not overridden by your rights.
Legal obligation: compliance with applicable laws and regulations.
Consent: for marketing communications and certain cookies, which you may withdraw at any time.

We share personal data only as described below:

Service Providers: we engage vetted third-party vendors who process data on our behalf (e.g., cloud hosting, email delivery, analytics, customer support tools). These vendors are contractually restricted to using data only for the purposes we specify.
Payment Processors: billing and payment data is transmitted to and processed by our payment partners under their own privacy policies. We encourage you to review those policies.
Your Clients: when you send an invoice, your client receives your business name, address, and contact information as you have configured them. We act solely as a processor for that transmission.
Business Transfers: if AgentInvoice is acquired, merges with another entity, or transfers substantially all its assets, your data may be transferred as part of that transaction. We will notify you via email or a prominent notice on the platform before your data is subject to a different privacy policy.
Legal Requirements: we may disclose information when required by law, court order, or governmental authority, or when we believe in good faith that disclosure is necessary to protect the rights, safety, or property of AgentInvoice, our users, or the public.

6. Cookies and Tracking Technologies

We use the following categories of cookies and similar technologies:

Strictly Necessary: cookies required for authentication, session management, and security. These cannot be disabled.
Functional: cookies that remember your preferences (e.g., language, time zone, invoice template defaults).
Analytics: cookies that help us understand usage patterns. We use privacy-respecting analytics with IP anonymization enabled.
Marketing: if you visit our marketing site, we may use cookies to measure campaign performance. We do not use behavioral advertising cookies within the authenticated application.

You can control non-essential cookies through your browser settings. Disabling certain cookies may affect platform functionality.

7. Data Retention

We retain personal data for as long as your account is active or as needed to provide the Services. Specifically:

Account and Transaction Data is retained for the duration of your subscription plus seven (7) years to comply with financial record-keeping requirements.
Invoice records you create are stored indefinitely unless you explicitly delete them or close your account.
Usage and log data is retained for up to 24 months.
If you close your account, we will delete or anonymize your personal data within 90 days, subject to any retention obligations imposed by law.

8. Data Security

We implement industry-standard security measures including:

Encryption of data in transit using TLS 1.2 or higher.
Encryption of sensitive data at rest.
Role-based access controls limiting employee access to personal data.
Regular security assessments and vulnerability scanning.
Incident response procedures with notification obligations as required by applicable law.

No system is perfectly secure. If you believe your account has been compromised, please contact us immediately at privacy@agentinvoice.co.

9. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights:

Access: request a copy of the personal data we hold about you.
Rectification: correct inaccurate or incomplete data.
Erasure: request deletion of your personal data, subject to our legal retention obligations.
Restriction: ask us to stop actively processing your data in certain circumstances.
Portability: receive your data in a structured, machine-readable format.
Objection: object to processing based on legitimate interests or for direct marketing.
Withdraw Consent: where processing is based on consent, you may withdraw it at any time without affecting prior processing.

To exercise any of these rights, email us at privacy@agentinvoice.co. We will respond within 30 days. To opt out of marketing emails, use the unsubscribe link in any marketing message or update your notification preferences in your account settings.

10. International Data Transfers

AgentInvoice is operated from the United States. If you are located outside the United States, your data will be transferred to and processed in the U.S. For users in the EEA, UK, or Switzerland, we rely on Standard Contractual Clauses (SCCs) and, where applicable, the UK International Data Transfer Addendum to legitimize cross-border transfers.

11. Children's Privacy

The Services are not directed to children under the age of 16. We do not knowingly collect personal data from children. If you believe we have inadvertently collected data from a child, please contact us immediately and we will delete it promptly.

12. Privacy Policy Updates

We may update this Privacy Policy from time to time. We will notify you of material changes by email or by posting a prominent notice on the platform at least 14 days before the change takes effect. Your continued use of the Services after the effective date constitutes acceptance of the updated Policy.

13. Contact — Privacy

AgentInvoice, Attn: Privacy Team — privacy@agentinvoice.co

For EEA/UK inquiries, you also have the right to lodge a complaint with your local data protection authority.

Part 2 — Terms of Service

These Terms of Service ("Terms") are a legal agreement between you and AgentInvoice governing your access to and use of the AgentInvoice platform and all related services. By accessing or using AgentInvoice, you agree to these Terms. If you are accepting on behalf of a business, you represent that you have authority to bind that business.

1. Definitions

"Agreement" means these Terms together with the Privacy Policy and any Order Form or subscription confirmation. "Account" means the account you create to access the Services. "Content" means invoices, client data, attachments, and any other materials you submit. "Subscription Plan" means the tier of service you have purchased. "Prohibited Use" means use in violation of Section 7.

2. Account Registration and Security

You must provide accurate, complete, and current registration information. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. You agree to:

Promptly notify us of any unauthorized access to your account.
Use strong, unique passwords and enable two-factor authentication where available.
Not share login credentials with individuals outside your authorized team.

We reserve the right to suspend or terminate accounts that we reasonably believe have been compromised.

3. Subscription, Billing, and Payment

3.1 Subscription Plans

AgentInvoice offers free and paid subscription plans. Paid plans are billed on a monthly or annual basis as selected at checkout. A description of features and limits applicable to each plan is available on our pricing page.

3.2 Fees and Payment

Fees are charged in advance for the upcoming billing period. All fees are stated in U.S. dollars unless otherwise specified. You authorize us to charge your designated payment method for all applicable fees. If your payment fails, we will make reasonable attempts to notify you. Accounts with persistent payment failures may be downgraded or suspended after a grace period of 7 days.

3.3 Taxes

Fees are exclusive of all taxes, levies, or duties imposed by taxing authorities. You are responsible for payment of all such taxes, except for taxes based on AgentInvoice's net income.

3.4 Refunds

Annual subscriptions are eligible for a pro-rata refund if cancelled within 30 days of purchase or renewal. Monthly subscriptions are not refunded for partial months. Exceptions may be made at our sole discretion.

3.5 Plan Changes

Upgrades take effect immediately and are prorated. Downgrades take effect at the start of the next billing cycle. Feature limits applicable to the downgraded plan will apply at that time.

4. License to Use the Services

Subject to your compliance with these Terms and timely payment of applicable fees, AgentInvoice grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Services for your internal business purposes. This license does not include the right to sublicense, resell, or create derivative products from the Services.

5. Intellectual Property

5.1 AgentInvoice IP

The AgentInvoice platform, software, design, trademarks, and documentation are owned by or licensed to AgentInvoice and are protected by applicable intellectual property laws. Nothing in these Terms transfers ownership of AgentInvoice IP to you.

5.2 Your Content

You retain all ownership rights in the Content you submit. By submitting Content, you grant AgentInvoice a limited, non-exclusive license to host, process, and transmit that Content solely as necessary to provide the Services. We do not use your invoice data or client data for any purpose other than operating and improving the Services.

5.3 Feedback

If you provide feedback, suggestions, or ideas about the Services, you grant AgentInvoice a perpetual, irrevocable, royalty-free license to use that feedback without restriction or attribution.

6. Confidentiality

Each party agrees to keep confidential any non-public information of the other party that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information. Confidentiality obligations do not apply to information that (a) is or becomes publicly known through no breach of this Agreement, (b) was known prior to disclosure, (c) is independently developed, or (d) must be disclosed by law.

AgentInvoice's confidentiality obligations with respect to your invoice and client data are governed by both this Section and the Privacy Policy.

7. Acceptable Use Policy

You agree not to use the Services to:

Violate any applicable law, regulation, or third-party right.
Submit false, misleading, or fraudulent invoices.
Process payments or issue invoices for illegal goods or services.
Circumvent, disable, or interfere with security features of the platform.
Reverse-engineer, decompile, or disassemble any part of the Services.
Scrape or harvest data from the platform by automated means without our written consent.
Upload malware, viruses, or any code designed to damage or interfere with any system.
Impersonate any person or entity, or falsely claim an affiliation.
Use the Services in a manner that imposes an unreasonable or disproportionately large load on our infrastructure.

Violation of this Acceptable Use Policy may result in immediate suspension or termination of your account.

8. Third-Party Integrations

AgentInvoice may integrate with third-party services (e.g., payment gateways, accounting software, CRM tools). Your use of those integrations is subject to the terms and privacy policies of those third parties. AgentInvoice is not responsible for the availability, accuracy, or practices of third-party services. Disconnecting an integration does not automatically delete data that has already been shared with that third party.

9. Service Availability and Support

We strive to maintain high availability but do not guarantee uninterrupted access. Scheduled maintenance will be announced at least 24 hours in advance where reasonably practicable. We provide customer support via email and in-app channels during business hours (Monday through Friday, 9:00 AM to 5:00 PM Pacific Time). Response times vary by subscription plan.

10. Term and Termination

10.1 Term

These Terms begin when you first access the Services and continue until your subscription is cancelled or your account is terminated.

10.2 Cancellation by You

You may cancel your subscription at any time through your account settings or by contacting support. Cancellation takes effect at the end of your current billing period. You remain responsible for all fees incurred prior to cancellation.

10.3 Termination by AgentInvoice

We may suspend or terminate your account immediately if you: (a) breach these Terms and fail to cure within 10 days of notice; (b) become insolvent or file for bankruptcy; (c) engage in conduct that poses a security risk or legal liability to AgentInvoice or its users; or (d) engage in fraudulent activity.

10.4 Effect of Termination

Upon termination, your license to use the Services ceases immediately. You may export your data for 30 days following termination. After that period, we may delete your data in accordance with our retention policy. Sections 5, 6, 11, 12, 13, and 14 survive termination.

11. Disclaimer of Warranties

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT. AGENTINVOICE DOES NOT WARRANT THAT THE SERVICES WILL BE ERROR-FREE, UNINTERRUPTED, OR FREE OF HARMFUL COMPONENTS. AGENTINVOICE DOES NOT PROVIDE LEGAL, ACCOUNTING, OR TAX ADVICE, AND NOTHING IN THE SERVICES SHOULD BE CONSTRUED AS SUCH.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, AGENTINVOICE AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AND LICENSORS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE SERVICES.

IN NO EVENT SHALL AGENTINVOICE'S TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING UNDER OR RELATED TO THESE TERMS EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID TO AGENTINVOICE IN THE 12 MONTHS PRECEDING THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS (USD $100).

Some jurisdictions do not allow the exclusion of certain warranties or limitation of liability, so some of the above limitations may not apply to you.

13. Indemnification

You agree to indemnify, defend, and hold harmless AgentInvoice, its affiliates, and their respective officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) your use of the Services; (b) your Content; (c) your violation of these Terms; or (d) your violation of any applicable law or third-party rights.

14. Dispute Resolution and Governing Law

14.1 Governing Law

These Terms are governed by the laws of the State of Arizona, U.S.A., without regard to its conflict-of-law provisions.

14.2 Informal Resolution

Before initiating formal proceedings, you agree to contact us at legal@agentinvoice.co and give us 30 days to attempt to resolve the dispute informally.

14.3 Arbitration

If we cannot resolve the dispute informally, any claim arising out of or relating to these Terms shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules, in English, in Tempe, Arizona. Judgment on the award may be entered in any court of competent jurisdiction.

CLASS ACTION WAIVER: You agree that any arbitration will be conducted on an individual basis only and not as a class, collective, or representative action. You waive any right to bring or participate in any class or representative proceeding.

14.4 Exceptions

Either party may seek emergency injunctive or other equitable relief in any court of competent jurisdiction to prevent actual or threatened infringement, misappropriation, or violation of intellectual property rights, confidentiality obligations, or data security obligations.

15. General Provisions

Entire Agreement: these Terms, together with the Privacy Policy and any applicable Order Form, constitute the entire agreement between you and AgentInvoice and supersede all prior negotiations, representations, and understandings.
Modifications: we may update these Terms from time to time. We will notify you by email or prominent in-app notice at least 14 days before material changes take effect. Continued use after the effective date constitutes acceptance.
Waiver: our failure to enforce any right or provision of these Terms is not a waiver of that right or provision.
Severability: if any provision is found invalid or unenforceable, the remaining provisions remain in full force.
Assignment: you may not assign your rights under these Terms without our prior written consent. AgentInvoice may assign these Terms in connection with a merger, acquisition, or sale of assets.
Force Majeure: neither party is liable for delays or failures in performance caused by events beyond its reasonable control, including natural disasters, government actions, or internet outages.
Notices: legal notices to AgentInvoice must be sent by email to legal@agentinvoice.co. Notices to you will be sent to the email address on your account.

16. Contact — Legal

AgentInvoice, Attn: Legal — legal@agentinvoice.co

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