tidy invoicer

Your data and account

Export everything, delete a company or your whole account, and how your data is kept private.

Export everything

In Settings, under Export your data, download a zip of everything in the company you are working in, on any plan:

  • data.json with your business details, clients and documents, including line items;
  • documents.csv and clients.csv to open in a spreadsheet;
  • and, with Download data with all PDFs, a PDF of every invoice and estimate.

Delete a company

An owner can delete a company at the bottom of Settings by typing its name to confirm. Its documents, clients, templates, settings, logo and team go with it, and any subscription is cancelled. This cannot be undone, so export first if you might need anything.

Delete your account

Open Your profile from the account menu. It shows what happens to each company you are in, then you type your email address to confirm.

  • Companies only you are in are deleted with everything in them, and their subscriptions cancelled.
  • Companies with other people stay; you simply leave them.
  • If you are the only owner of a company that has other people, make someone else an owner first.

Privacy

We do not sell your data or use the contents of your documents for advertising. Bank details are only printed on your invoices. If you ask us for help, our support staff can look at your account as you see it, for up to an hour at a time; this is recorded and never lets them delete anything or change your subscription. The Privacy Policy has the details.

All docs