Profile & Account Data

When you create an account, we collect:

• Name, email address, and password

• Business name, type, and industry

• Address and contact details

• Stripe customer and account IDs (for payments and payouts)

• Subscription plan and billing details

• Profile photo or logo (if uploaded)

 

AI Chat & Automation Data

When you use Invoyce’s AI features, we process:

• Chat messages, prompts, and responses

• Context about your session (e.g., invoice data, actions, intent)

• Structured data generated during conversation (like invoice fields or client details)

We use this data only to deliver, improve, and personalize your experience.
AI messages are stored securely so you can view past sessions.
We do not use your data to train third-party models (like OpenAI).

 

Client & CRM Data

You may add your own clients’ information, such as:

• Name, company, phone, and email

• Addresses and billing details

• Notes, preferred contact method, and attachments

You control this data — we simply process and store it on your behalf to help you manage relationships and send invoices.

Invoice & Payment Data

We collect and store:

• Invoice numbers, line items, amounts, and due dates

• Payment status and Stripe transaction references

• Attachments or notes related to invoices

Payment processing is handled by Stripe, and we never store full card or banking details.

Files & Uploads

You may upload files such as:

• Client attachments, images, or logos

• Invoice PDFs or supporting documents

All files are stored securely using encrypted storage through our cloud provider.