RecordandInvoice is available at two price points. The June price is $49.99 through June 30, 2026. The regular price of $79.99 takes effect July 1, 2026. Both are one-time purchases. There are no monthly fees, no annual renewals, and no subscription charges. You pay once and the software is yours.
It is a one-time purchase. You pay once, you receive a lifetime license, and you are never charged again. We chose this model because consultants and independent contractors deserve software that respects their budget. There are no tiers, no feature paywalls, and no upsell prompts.
You can pay by credit or debit card through Stripe, or through your PayPal account. Both options are available at checkout. We do not accept checks, wire transfers, or purchase orders at this time.
Within a few minutes of completing your purchase, you will receive an email containing your license key and a download link for the software. Your license key looks like this: RNI-XXXX-XXXX-XXXX-XXXX. Save it somewhere secure, such as a password manager, because you will need it if you ever activate the software on a new device.
We offer a full refund within 14 days of purchase, for any reason, no questions asked. To request a refund, email support@recordandinvoice.com with your purchase email address and license key. Refunds are returned to your original payment method within five to ten business days. After the 14-day window, refunds are not available except where required by applicable law.
Once your refund is processed, your license is terminated. The next time the software performs its automatic license check (approximately every 30 days when you are online), it will enter Read-Only Mode. In Read-Only Mode, all of your existing records remain fully visible and exportable. You can view, print, and download everything you created. Creating new invoices, time entries, and clients is disabled until a new license is purchased. Your data is never deleted or held hostage.
No. Each license is issued for individual use by the purchaser. Sharing a license key is a violation of our Terms of Use and may result in the license being revoked. If others in your organization need to use RecordandInvoice, each person needs their own license. If you need multiple licenses, contact us at support@recordandinvoice.com and we will discuss options.
License transfers are not supported as a standard option, but we handle genuine transfer requests case by case. If your business circumstances have changed and you need to transfer your license (for example, you are closing your business and a colleague is taking over your client relationships), contact us at support@recordandinvoice.com and we will work with you.
Not currently. RecordandInvoice is distributed directly from recordandinvoice.com. After purchase, you receive a download link by email and can be up and running in minutes. We chose direct distribution to keep our pricing low (no app store commission), to maintain full control of the BYOS architecture, and to keep a direct relationship with our customers. App store availability may be added in a future version based on customer demand.
RecordandInvoice is a single HTML file, which means there is nothing to install in the traditional sense. Here is all it takes:
- Download the file from the link in your purchase email.
- Save it somewhere convenient, such as your Documents folder or Desktop.
- Open it in any supported web browser (Chrome, Edge, Brave, Firefox, or Safari).
- Enter your license key when prompted to activate.
- That is it. The software opens and you are ready to go.
When you open RecordandInvoice for the first time, an activation screen will appear. Enter the license key from your purchase email (format: RNI-XXXX-XXXX-XXXX-XXXX) and click Activate. The software will verify your key online, store your activation on your device, and then open fully. You will not need to enter your key again on that device. Activation requires a brief internet connection; after that, the software works completely offline.
Email us at support@recordandinvoice.com from the email address you used to purchase. We will look up your license record and resend your key within two to three business days.
After activation, the first thing to do is fill in your Company Profile. Navigate to the Company Profile page from the sidebar. You can enter your company name, your name and title, your address, email, phone, and payment instructions. You can also upload your company logo, which will appear on all invoices and Word documents. Your payment instructions are entered once here and appear automatically at the bottom of every invoice.
Yes. RecordandInvoice supports installation as a Progressive Web App (PWA), which adds it to your home screen or desktop and makes it feel like a native app. Installation has been confirmed on:
- Android: open in Chrome, tap the browser menu, and select Add to Home Screen.
- iPhone: open in Safari, tap the Share button, and select Add to Home Screen.
- ChromeOS: open in Chrome and click the install icon in the address bar.
- Windows: open in Chrome and click the install icon in the address bar.
BYOS stands for Bring Your Own Storage. It is the architectural principle at the heart of RecordandInvoice. Rather than storing your invoices and business records on our servers the way cloud-based tools do, RecordandInvoice stores everything in your own browser and lets you choose where your backups go: your computer, OneDrive, Google Drive, Dropbox, iCloud, Box, a company network drive, or any other location you control. You bring the storage. We bring the software.
Your business records are stored in two places, both of which are on your own device:
- Browser local storage: your invoices, clients, contracts, task orders, time entries, templates, and company profile all live here.
- Browser IndexedDB: if you link a backup folder using the one-click backup feature, the reference to that folder is stored here. Your backup files themselves are saved wherever you chose.
No. Your invoices, client records, time entries, contracts, and all other business data never leave your device. The only information our servers ever receive is your license key (for periodic license verification). No invoice amounts, no client names, no financial figures, nothing. This is not a policy promise that could change; it is how the software is architected. We cannot receive what the software never sends.
We collect the minimum required to manage your license:
- Your email address, to deliver your license key.
- Your license key, to verify your license is valid.
- Your purchase amount and date.
- Your approximate country (country level only, not city or address), for fraud prevention.
- Your payment transaction identifier, to process refunds.
This is important to understand before you clear your browser data. RecordandInvoice stores all of your business records in your browser’s local storage. If you clear your browser data, cookies, or “data for this site,” you will lose any records that have not been exported as a backup file.
- Always export a backup using the Back Up All Data button before clearing browser data.
- If your browser shows a warning that the site “looks important” when you try to clear data, that warning refers to RecordandInvoice. Heed it. Export a backup first, then proceed.
- Use your browser’s site-specific clear option rather than a full browser clear, to avoid affecting other sites.
- Best practice: link a cloud folder for one-click automatic backups so you always have a current copy.
RecordandInvoice stores data locally on each device, so each device maintains its own independent copy. To move your data from one device to another:
- On the source device, click Back Up All Data. This saves a backup file to your linked cloud folder, or to your Downloads folder if no folder is linked.
- On the destination device, open RecordandInvoice and click Import Data, then select the backup file.
- After import, the destination device has the same records as the source device.
Back Up All Data is your backup button. The two terms refer to the same action: saving all your records to a portable file you control. We use “Back Up All Data” as the button label in the app. You may also see the word “backup” in the reminder banner on the Dashboard and in onboarding messages. They all refer to the same thing.
Only you. Your invoices, clients, time entries, and all other business records are stored in your browser’s local storage on your device and in any backup storage you choose. We have no access to your business records and cannot retrieve them. Your records are as private as your own device.
Yes. After your first launch with an internet connection, RecordandInvoice works completely offline for all core functions: creating invoices, tracking time, managing clients and contracts, viewing reports, using the dashboard, exporting to CSV, and backing up or restoring your data.
RecordandInvoice organizes billing relationships in a three-level hierarchy: Client, Contract or Basic Ordering Agreement (BOA), and Task Order. This mirrors the structure commonly used in government contracting, where work flows down from a client to a master contract to individual task orders.
- Client: the organization you are billing.
- Contract/BOA: the master agreement under which you do business with that client.
- Task Order: a specific scope of work issued under the contract.
Invoice numbers are auto-generated in the format YYMM-TT-II, where YY is the two-digit year, MM is the month, TT is the task order number, and II is a sequential invoice number. The field is editable, so you can override the auto-generated number if you need to enter a legacy invoice or match a client’s numbering system. The app checks for duplicate invoice numbers and warns you before saving if a conflict is detected.
Yes. Time tracking and invoice generation are tightly integrated:
- Log your hours in the Time Tracking section with consultant, classification, date, client, contract, task order, hours, and billing rate.
- When you are ready to invoice, use the Generate from Time Entries option in Create Invoice. Check the entries you want and the invoice populates automatically.
- Once time entries are included on a saved invoice, the Edit button is hidden on those entries to prevent accidental modification.
- The software remembers your last-used consultant name, classification, and billing rate and auto-fills them on new entries to save time.
Open the invoice from the All Invoices list, then click Record Payment from the Invoice Preview. A payment form opens with five fields:
- Payment Amount defaults to the remaining balance. Adjust it downward to record a partial payment.
- Payment Date is the date you received payment and cannot precede the invoice date.
- Payment Method is required; choose from Check, ACH, Wire Transfer, Credit Card, PayPal, Cash, or Other.
- Reference Number is optional; enter a check number, transaction ID, or confirmation number.
- Payment Notes are optional and allow you to add any additional context.
Each payment is logged with full details. When cumulative payments meet or equal the invoice total, the app automatically marks the invoice as Paid. Payment history appears in the Invoice Preview, the Paid badge tooltip, the Aging Report, and Word exports.
Bulk Mark Paid is intentionally disabled. In RecordandInvoice, setting an invoice to Paid status requires an actual payment record: a date, a method, an amount, and an optional reference number. This design protects the integrity of your payment history and ensures your records are accurate for client billing, accounting, and audit purposes.
Sent and Draft are organizational statuses that carry no financial data, so they can be applied in bulk. Paid status is a financial assertion, and each invoice must carry a verified payment record to support it. Complete each payment individually by clicking Record Payment from the Invoice Preview.
RecordandInvoice has a trash buffer and an Undo feature. When you delete an invoice, client, contract, task order, or time entry, a toast notification appears at the bottom of the screen for 6 seconds with an Undo button. Click Undo to restore the record immediately. The trash buffer retains your last 50 deleted items across browser sessions, so recovery is available even after you close and reopen the app.
No. Deleting a client removes the client record and all of its contracts and task orders, but it does not delete any invoices. Your invoice history remains intact regardless of whether the associated client or contract still exists.
- Deleting a client removes the client, all contracts belonging to that client, and all task orders under those contracts. Invoices are not deleted.
- Deleting a contract removes the contract and all of its task orders. Invoices are not deleted.
- Deleting a task order removes only that task order. Invoices are not deleted.
When you delete a client that has contracts and task orders, a confirmation prompt tells you exactly how many contracts and task orders will also be removed. After confirming, you have 6 seconds to click Undo to restore the entire bundle.
RecordandInvoice includes six report types, all filterable by client and date range and exportable as Print, CSV, or Word documents:
- Revenue by Client: total billed, paid, and outstanding per client.
- Revenue by Month: monthly billing trends over time.
- Revenue by Contract: billing grouped by contract or BOA.
- Consultant Utilization: hours logged per consultant with average rate and percentage of total hours.
- Profit Margin Analysis: revenue versus cost per consultant, with color-coded margin percentages. Requires cost rates to be entered in Time Tracking.
- Billing History: complete invoice listing with all details.
Yes. You can set an invoice as a recurring template with a frequency of Monthly, Quarterly, Every 6 Months, or Annual. When invoices are due, the Dashboard shows an alert, and you can generate draft invoices from all active templates with one click. The billing period advances automatically with each generation. You can pause and reactivate recurring templates at any time.
Yes. From any invoice view or from the All Invoices list, you can generate a professionally formatted Word document with your company name, logo, branding, a formatted line item table, and complete payment history. Word documents are generated on your device using an open-source library and are not uploaded anywhere.
Yes, partially. RecordandInvoice exports invoice data as a CSV file in a QuickBooks-compatible format. The export includes 16 columns: invoice number, customer, invoice date, due date, line item classification, description, quantity, rate, amount, tax, total amount, status, payment method, payment date, payment reference, and balance due. You can import this file into QuickBooks to synchronize your invoicing history.
Yes. Toggle dark mode using the Dark Mode button in the sidebar footer. Your preference is saved automatically and remembered across sessions. When printing, the app automatically switches to a light-mode layout regardless of your dark mode setting, so printed invoices and reports always look clean on paper.
Yes. When you click Save Invoice with any key fields missing, a soft validation modal lists the incomplete fields and gives you two options: Go Back to Edit, or Save Anyway. Fields checked include your client, contract, task order, billing period, due date, all Bill To fields, and line item completeness. You can also check a box to skip the warning for the rest of your current session if you are entering a batch of drafts intentionally.
The User Guide search returns a list of matching result cards rather than highlighting text inside expanded sections. Type any keyword in the search box at the top of the User Guide. The app shows a result list with the section title and a brief snippet of matching text for each hit. Click any result card to jump directly to that section.
The matching term is highlighted within the snippet so you can assess the context before clicking through. If a section contains more than three matches, the card shows how many additional matches exist in that section. If no results are found, the search returns a clean empty state with a suggestion to try a different term.
Click the Back Up All Data button, which is located in the sidebar and on the Dashboard backup reminder banner. This saves a single backup file containing all of your records (invoices, clients, contracts, task orders, time entries, templates, and your company profile). The file is named RecordandInvoice_Backup_YYYY-MM-DD.json. If you have linked a backup folder, the file saves directly there. Otherwise, your browser’s standard file-save dialog appears.
They serve different purposes, and only Back Up All Data is your full system backup.
Back Up All Data creates a complete JSON file containing every record in the app: all clients, contracts, task orders, invoices, time entries, payment history, invoice templates, and settings. This is the file you use to restore your data on a new device, recover from accidental browser data clearing, or maintain historical archives. The backup file is named RecordandInvoice_Backup_YYYY-MM-DD.json. Importing this file restores your complete app data in one step.
Export CSV on the Invoices or Time Tracking pages exports a structured spreadsheet of just that category of data. The Invoice CSV is compatible with QuickBooks import format and is useful for reporting, handing data to an accountant, or analysis in Excel. These exports are data-sharing tools, not backups. Importing a CSV file does not restore your full app data.
At minimum, we recommend backing up weekly. More importantly, we recommend backing up immediately after creating high-value records such as invoices, and before any operation that could affect your browser data (updates, cache clears, device resets). The Dashboard displays a reminder banner when 7 or more days have passed since your last backup.
Yes. In the Company Profile page, there is a BYOS Backup section with a Link Backup Folder button. Click it, choose a folder in your OneDrive, Google Drive, Dropbox, iCloud Drive, or any other location visible to your file system, and confirm. Every future backup export saves directly to that folder without a file-save dialog.
One-click backup to a linked folder is supported on Chrome, Edge, Brave, and Opera. These browsers support the File System Access API that makes folder linking possible. Firefox and Safari do not support this feature; on those browsers, every backup export opens a standard file-save dialog instead. All other features of RecordandInvoice work identically across all supported browsers.
Click Import Data in the sidebar. Your browser’s file picker will open; select your most recent RecordandInvoice backup file (RecordandInvoice_Backup_YYYY-MM-DD.json). The software validates the file, checks for data integrity, and then restores all of your records. Import replaces the current data on the device with the contents of the backup file.
Email us at support@recordandinvoice.com. Include your license key and the email address you used to purchase. We aim to respond within two to three business days.
Yes. RecordandInvoice updates automatically in the background. When a new version is available, the app displays an update notification bar near the top of the screen. Click Refresh Now to reload with the latest version. Your data is not affected by the update, and all of your records are preserved.
The update check runs every 30 minutes while the app is open and whenever you return to the app after switching tabs. You do not need to download a new file, clear your cache, or take any manual action.
No. RecordandInvoice includes a full automatic update system. When a new version is available, the app displays an update notification bar with a Refresh Now button. Clicking it reloads the app with the latest version. Your data is not affected in any way.
The update system runs a background check every 30 minutes while the app tab is visible, and again each time you return to the tab. Updates are downloaded silently and held until you click Refresh Now, so your work is never interrupted mid-session.
If you have installed RecordandInvoice as a PWA on your phone, tablet, or desktop, updates work identically. The notification appears the next time you open the app while online.
Contact us immediately at support@recordandinvoice.com with your license key and purchase email address. Read-Only Mode activates when the software detects a refunded license during its periodic check. If a refund was not requested, this should not happen, and we will investigate and restore your license promptly. In the meantime, all of your existing records remain visible and exportable in Read-Only Mode.
Use the Send Feedback button in the sidebar of the app (the speech bubble icon at the bottom of the navigation). This opens a feedback modal where you can describe what you observed. Alternatively, email support@recordandinvoice.com with a description of the issue, the browser and operating system you are using, and any steps that reproduce the problem. We take every report seriously.
Click the Send Feedback button in the sidebar (speech bubble icon). You can describe bugs, share feature ideas, or tell us what you like. We read every message. Feature requests help us prioritize the roadmap for future versions.