Common questions
Quick answers for Invoice Ledger users.
Is my data stored in the cloud?
Everything is stored locally on your device first. If you're signed into iCloud, the app can also sync through Apple's CloudKit into your own private iCloud database — we don't operate any server that receives your business data.
How do I create an invoice?
Open the Invoices tab, tap "+", pick a client (or add a new one inline), add your line items, and save. From the invoice, use "Send Invoice" to email, text, or share the PDF.
How do recurring invoices work?
When creating a new invoice, turn on "Repeat this invoice" and choose a frequency and optional end date. The next invoice drafts itself automatically on schedule — you can also start one directly from Settings ▸ Recurring Invoices, or manage/pause an existing schedule from the "Recurring" row on any linked invoice.
How do I use invoice templates?
Create templates in Settings ▸ Invoice Templates (accent color, font, and layout). Apply one to a specific invoice from the "Template" picker on that invoice's detail screen, or mark one "Default" so it applies automatically to every invoice.
How are estimates different from invoices?
Estimates are for quoting work before it starts. Once a client accepts one, use "Convert to Invoice" on the estimate to turn it into a real invoice with the same client and line items.
Where do I log job costs and expenses?
Log an expense directly from a job's detail screen (before it's even invoiced), or from the Expenses view under the Jobs tab. Expenses are for your own reference and never change an invoice's total.
How do I back up or export my data?
Settings ▸ Data has options to export your records (CSV + PDFs), export a CSV for your accountant, and — if iCloud sync isn't active — create or restore a full backup file.
Does the app require an account?
No. There's no sign-up or login. The app can optionally lock itself behind Face ID, Touch ID, or your device passcode for privacy.
Still need help?
Send an email with the issue, your iOS version, and the screen where the problem happened.
expensely.app@gmail.com