# Paidlio

> Paidlio is pay-once desktop invoicing software for Windows, macOS and Linux,
> for people who send their own invoices. One licence costs $79 USD, paid once:
> no subscription, no monthly fee and no account. Customer and invoice data is
> stored on the user's own computer, and the app works offline.

Paidlio is a single-user desktop app, not a cloud service and not full
accounting software. It suits freelancers, sole traders, consultants,
contractors, tradespeople, designers and small practices who bill their own
clients and want a one-time purchase (a perpetual licence, sometimes called a
lifetime licence) instead of a monthly subscription to a web service such as
FreshBooks or QuickBooks Online.

Key facts:

- Price: $79 USD, once. No renewal fee and no paid tiers. Updates are included
  at no extra cost. Lemon Squeezy is the merchant of record.
- Trial: 14 days with every feature switched on, no card required. The trial
  is the same download as the full app, and a licence key unlocks the copy
  already installed.
- After the trial, without a key: nothing is locked or deleted. Recurring
  invoices stop generating on their own, and new PDFs carry a footer line
  saying they came from an unlicensed copy, until a key is entered.
- Refunds: within 14 days of purchase.
- Licence: personal and perpetual, for one person on the computers they work
  on themselves, a desktop and a laptop for instance, on any mix of Windows,
  macOS and Linux. Each computer is activated online once; after that the
  licence is checked on the computer and nothing has to check in for the app
  to keep running. Releasing a computer in Settings frees its activation for a
  replacement.
- Platforms: Windows 10 or later (Microsoft Store, or a per-user installer that
  needs no admin rights), macOS 11 or later (Apple Silicon and Intel), and
  Linux x86_64 (AppImage, needs libfuse2). One licence covers all three.
- Data: a local database in the operating system's application-data folder, or
  a folder the user chooses. No Paidlio account, no telemetry, no analytics.
- Support: email support is included, and the aim is a reply within one
  business day. The interface is in English.

What it does:

- Customers: contact details, billing address, customer code, default
  currency and payment terms. Search and archive. An existing list can be
  imported from a CSV file exported from another app or a spreadsheet.
- Invoices: line items with quantity, unit price, a per-line discount and a
  per-line tax rate with its own label (VAT, GST or sales tax), plus notes and
  numbering with a prefix and next number. Statuses are Draft, Sent, Paid,
  Overdue and Void. An invoice turns Overdue on its own after the due date and
  Paid once payments cover the total.
- Quotes: the same line items, tax and totals as an invoice, with a
  valid-until date and their own numbering, so a quote never uses up an
  invoice number. Statuses are Draft, Sent, Accepted and Declined. One click
  turns a quote into a draft invoice with the same lines.
- PDFs: made on the computer, with the user's logo, accent colour, footer and
  bank details, and an optional Pay Now button linking to the user's own
  Stripe, PayPal or bank payment page. Paidlio never processes payments.
- Payments: full or part payments recorded against an invoice, with date,
  method, reference and notes.
- Customer statements: any date range, with opening balance, invoices,
  payments, a running balance and closing balance, as a PDF.
- Recurring invoices: weekly, monthly, quarterly or yearly templates, raised as
  drafts or marked sent. The app runs in the background and can start at
  login; invoices missed while it was closed are raised the next time it opens.
- Currencies and formats: any currency per customer or per invoice, with a
  choice of date and number formats.
- Email: invoices, quotes and statements sent with the PDF attached, through
  the user's own SMTP mail server.
- Activity log: every change, with before and after values.
- Backups: scheduled daily or weekly to any folder (for example one synced by
  OneDrive, iCloud, Dropbox or Google Drive), with restore.
- Export: CSV files of customers, invoices and payments for an accountant.
- Character sets: PDFs print accented Latin, Greek, Cyrillic, Hebrew and Arabic
  text. Chinese, Japanese and Korean are not supported yet.

What it does not do: credit notes, expense or time tracking, bank feeds or
reconciliation, processing card payments, matching payments to invoices
automatically, tax returns, profit and loss or balance sheet reports, stock or
inventory, multiple users or shared access, cloud sync, or a mobile app. It
handles outbound billing, the quotes, invoices and statements sent to the
user's own customers. Accounts-payable or supplier-invoice processing is
a different kind of product.

Network use: the app goes online only to activate a licence key, to release a
computer, to check once per launch whether a new version exists (this can be
switched off), and to download an update when the user clicks Install update.
Email goes through the user's own mail server. Business data is never sent to
Paidlio.

Updates: the Microsoft Store copy is updated by the Store. A copy downloaded
from paidlio.com shows an update bar when a new version is out. On Windows,
from version 1.3.8, Install update installs it and reopens Paidlio. On macOS
and Linux the new version is downloaded and installed over the old one.
Customers, invoices, settings and the licence are kept.

## Pages

- [Homepage](https://paidlio.com/): features, screenshots, pricing and an FAQ.
- [Invoicing without a subscription](https://paidlio.com/invoicing-without-a-subscription/):
  what paying once means, with the cost compared against monthly plans.
- [Download](https://paidlio.com/download/): the Microsoft Store link and the
  installers for Windows, macOS and Linux. The trial and the full app are the
  same download.
- [Getting started guide](https://paidlio.com/getting-started/): 37 illustrated
  steps from first-run setup to a paid invoice, including importing customers
  from a CSV file, then statements, quotes turned into invoices, recurring
  invoices, backups and the licence.
- [Microsoft Store listing](https://apps.microsoft.com/detail/9PFC5S0C0FDN): the
  Windows version, installed and updated by the Store.

## Free tools

- [VAT and GST calculator](https://paidlio.com/tools/vat-calculator/): add tax
  to a net amount or remove it from a gross one. A website tool, not a feature
  of the app.
- [Hourly rate calculator](https://paidlio.com/tools/hourly-rate-calculator/):
  the hourly and day rate needed to reach an income target.
- [Late payment interest calculator](https://paidlio.com/tools/late-payment-interest-calculator/):
  simple interest owed on an overdue invoice.
- [Markup and margin calculator](https://paidlio.com/tools/markup-margin-calculator/):
  convert between cost, sell price, markup and margin.

## Optional

- [Release notes](https://paidlio.com/releases/): what changed in each version.
- [Terms of sale and use](https://paidlio.com/terms/)
- [Privacy policy](https://paidlio.com/privacy/)