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 is no monthly fee and no subscription required to keep using the app. You pay once and the software is yours.
It is a one-time purchase. You pay once and receive a permanent license that does not expire. 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. Additional payment options may be added in the future.
Within a few minutes of completing your purchase, you will receive an email containing your license key. Your license key looks like this: RNI-XXXX-XXXX-XXXX-XXXX. Visit app.recordandinvoice.com and enter your key to activate. The software opens in your browser and is ready to use. If you ever need to access RecordandInvoice on a new device, importing your backup file restores both your records and your access in one step, with no key to re-enter.
We offer a full refund within 14 calendar days of purchase, for any reason. 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 three to seven business days. After the 14 calendar 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 (which happens 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.
Your license covers your purchasing business entity and up to five (5) people within that entity. Employees, partners, and contractors working within your business can all use the same license, up to the five-person limit. You do not need separate licenses for each person on your team.
Sharing your license with someone outside your business, or with another business entirely, is a violation of our Terms of Use and may result in the license being revoked. If your team exceeds five users, contact us at support@recordandinvoice.com to discuss options.
Licenses are non-transferable. If your business is sold, acquired, or undergoes a change of controlling ownership, the license does not transfer to the new owner or the resulting entity. The incoming owner would need to purchase a separate license to use RecordandInvoice. If your business ceases operations, the license terminates. If you have questions about your specific situation, contact us at support@recordandinvoice.com.
Not currently. RecordandInvoice is distributed directly from recordandinvoice.com. After purchase, you receive your license key by email and can be up and running in minutes at app.recordandinvoice.com. 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 hosted web app, so there is nothing to download or install in the traditional sense. Here is all it takes:
- Visit app.recordandinvoice.com in Chrome, Edge, Firefox, or Safari.
- Enter the license key from your purchase email when the activation screen appears.
- Click Activate. RecordandInvoice opens fully in your browser and is ready to use.
If you'd like to add RecordandInvoice to your home screen or desktop for quick access, see "Can I install RecordandInvoice as an app on my phone or desktop?" below.
When you open RecordandInvoice for the first time at app.recordandinvoice.com, an activation screen appears. Enter the license key from your purchase email (format: RNI-XXXX-XXXX-XXXX-XXXX) and click Activate. The software verifies your key online, stores your activation on your device, and opens 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.
If your browser was cleared or you are on a new device and you have a backup file, you can restore your access without re-entering your key. Select Restore from backup on the activation screen and import your backup file.
If you have a backup file, import it from the Restore from backup option on the activation screen. Your backup carries your license activation, so importing it restores your access without needing to re-enter the key.
If you do not have a backup, 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.
Tip: Save your license key in a password manager (such as 1Password, Bitwarden, or your browser's built-in password manager) immediately after purchase as a second safeguard alongside your backup file.
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 (for example, "Please make checks payable to...") 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 app.recordandinvoice.com in Chrome, tap the browser menu, and select Add to Home Screen.
- iPhone: open app.recordandinvoice.com 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, the reference to that folder is stored here. Your backup files themselves are saved wherever you chose (your computer, cloud storage, etc.).
Nothing is stored on our servers. Your business records never leave your device under normal operation.
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.
We do not receive your payment card details. Those are handled entirely by Stripe and never reach our systems. Full details are in our Privacy Policy at recordandinvoice.com.
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. Your backup file includes both your records and your license access, so importing it after clearing your browser restores everything in one step, with no license key to re-enter.
- If your browser shows a warning that the site "looks important" when you try to clear data, that warning refers to RecordandInvoice. Export a backup first, then proceed.
- Use your browser's site-specific clear option (clear only RecordandInvoice data) rather than a full browser clear, to avoid affecting other sites.
- Best practice: link a cloud folder so RecordandInvoice keeps a current backup for you automatically. Automatic folder backup runs on Chrome and Edge. See the Backup and Your Storage section for setup instructions.
Note: clearing your browser's site data clears RecordandInvoice for both any open browser tabs and the installed app on that same browser. Your records are safe as long as you have a current backup.
RecordandInvoice stores data locally on each device, so each device starts with 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 at app.recordandinvoice.com and click Import Data, then select the backup file.
- After import, the destination device has the same records as the source device. Your license access is restored too, with no key to re-enter.
We recommend exporting a fresh backup before switching devices, so you always have the latest data on whichever device you pick up next.
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. RecordandInvoice works completely offline after the initial load and one-time activation, for all features: creating invoices, tracking time, managing clients and contracts, viewing reports, using the dashboard, generating Word documents, exporting to CSV, and backing up or restoring your data. The Word document library is built into the app, so no internet connection is needed for document generation. A brief connection is required on first use for the one-time activation only.
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 (for example, an agency or company).
- Contract/BOA: the master agreement under which you do business with that client.
- Task Order: a specific scope of work issued under the contract.
You do not have to use all three levels. If your billing is simpler, you can create invoices with just a client and leave the contract and task order fields blank. The hierarchy is there when you need it, not a requirement.
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. Each entry records the consultant, classification, date, client, contract, task order, hours, and billing rate.
- When you are ready to invoice, go to Create Invoice and use the Generate from Time Entries option. Check the boxes next to the entries you want to include 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, 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, in the Paid badge tooltip on the All Invoices list, in the Aging Report, and in Word document exports.
If you receive payment in installments, record each partial payment separately. The running balance updates after each entry.
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, as long as the item has not been pushed out of the buffer by 50 subsequent deletions.
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.
Here is exactly what each deletion removes:
- 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. The Undo action restores the entire bundle: the client, all contracts, and all task orders together.
Tip: Before deleting a client, confirm that you no longer need to create new invoices under that client's contract hierarchy. Your existing invoice records are safe, but the contract and task order references will no longer be available for new invoice creation.
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 and are not uploaded anywhere. Word generation works offline; no internet connection is required.
Yes. RecordandInvoice exports invoice data as a standard spreadsheet CSV file with 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. This format is compatible with common accounting and spreadsheet tools. You can import or use the file with whatever accounting software you use.
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) plus your license access. The file is named RecordandInvoice_Backup_YYYY-MM-DD.json. If you have linked a backup folder, the file saves directly there automatically. 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 file containing every record in the app: all clients, contracts, task orders, invoices, time entries, payment history, invoice templates, settings, and your license access. This is the file you use to restore your data on a new device or recover from accidental browser data clearing. Importing this file restores your complete app data and your access in one step, with no license key to re-enter. The backup file is named RecordandInvoice_Backup_YYYY-MM-DD.json.
Export CSV on the Invoices or Time Tracking pages exports a structured spreadsheet of just that category of data. The Invoice CSV is formatted for use with accounting software 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.
Tip: For disaster recovery and device transfers, always use Back Up All Data. Use Export CSV when you need data in spreadsheet format for external use.
At minimum, we recommend backing up weekly. More importantly, back up immediately after creating high-value records such as invoices, and before any operation that could affect your browser data. The Dashboard displays a reminder banner when 7 or more days have passed since your last backup. The safest approach is to link a cloud folder so RecordandInvoice keeps a current backup for you automatically.
Yes. In the Company Profile page, find the BYOS Backup section and click Link Backup Folder. Choose a folder in your OneDrive, Google Drive, Dropbox, iCloud Drive, or any other location your file system can see, and confirm. After you link a folder, RecordandInvoice saves a fresh, dated backup into it automatically as you work, so a current copy always sits outside your browser. You also keep a daily history because each backup file is dated. The Back Up All Data button continues to save directly to the linked folder with no dialog. You choose the folder once and the software remembers it.
Automatic and one-click folder backup are supported on Chrome and Edge. On Firefox and Safari, RecordandInvoice uses a standard save dialog for backups instead. Every other feature works identically across all supported browsers.
Automatic and one-click folder backup are supported on Chrome and Edge. On Firefox and Safari, RecordandInvoice uses a standard save dialog for backups instead. Every other feature works identically across all supported browsers.
The folder linking feature relies on the File System Access API, which is available in Chrome and Edge. Firefox and Safari do not support this API; on those browsers, every backup export opens a standard file-save dialog instead, which works fine but requires choosing a save location each time.
Click Import Data in the sidebar, or use the Restore from backup option on the activation screen if your browser was recently cleared. Select your most recent backup file (RecordandInvoice_Backup_YYYY-MM-DD.json). RecordandInvoice restores your records and your access in one step. You will not need to re-enter your license key, even after clearing your browser or moving to a new computer. Import replaces the current data on the device with the contents of the backup file.
Tip: Keep at least two or three historical backups rather than overwriting the same file each time. If a backup file is ever corrupted, having an older copy provides a fallback.
RecordandInvoice saves your records in the place where you create them. If you open it in a different browser, on a different computer, or under a different sign-in, it starts out empty there until you import your backup.
Note that clearing your browser's site data clears RecordandInvoice for both any open browser tabs and the installed app on that same browser. Your records are not lost if you have a current backup. Open RecordandInvoice the same way you always have (for example, always from the browser tab or always from the installed app icon on the same device), and your records will be there.
If you need to recover, import your most recent backup file. RecordandInvoice restores your records and your access in one step.
Email us at support@recordandinvoice.com. Include your license key and the email address you used to purchase. We respond within two to three business days. Our mailing address is 6401 Golden Triangle Drive, Ste 201, #128, Greenbelt, MD 20770.
Your purchase includes all updates released during the first twelve (12) months from your purchase date, at no additional charge. 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 any update, and all of your records are preserved.
After the first year, an optional Update Plan at approximately $24.99 per year will be available for customers who want to continue receiving new updates. Your license remains valid and the software continues to work on your current version whether or not you enroll. You are never required to update.
Note: Currently, the optional Update Plan is a reserved future option and is not yet an active charge. All customers currently receive updates automatically. The Update Plan will not become a billable option until a payment mechanism is in place and customers receive advance notice.
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.
You should never need to clear your browser cache or open an Incognito window to receive an update. The current version number is always visible in the sidebar footer.
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.