CUSTOMIZE INVOICES & ESTIMATES logoCUSTOMIZE INVOICES & ESTIMATES

Privacy Policy

Effective Date: October 24, 2026 · Version 1.0

EASY · FAST · CUSTOM — Customize Invoices & Estimates respects user privacy.

This Privacy Policy explains the types of information that may be collected, why the information is used, and the choices available to users.

1. Information Users Provide

Depending on how the application is used, information may include:

  • Account information such as name and email address
  • Company information
  • Company logo
  • Business address and contact information
  • Customer names and contact information
  • Billing addresses
  • Job names and descriptions
  • Estimates
  • Invoices
  • Prices
  • Quantities
  • Taxes
  • Discounts
  • Notes
  • Other information voluntarily entered into the application

2. How Information Is Used

Information may be used to:

  • Create and manage user accounts
  • Save company and customer information
  • Create estimates and invoices
  • Convert estimates into invoices
  • Generate documents and PDFs
  • Send documents when requested by the user
  • Provide English/Spanish functionality
  • Maintain application security
  • Operate and improve the application
  • Provide customer support
  • Manage subscriptions and account access when paid subscriptions are implemented

3. Customer Data

Users may enter personal or business information belonging to their customers.

Such information is processed to provide the application's functionality on behalf of the user.

Users are responsible for ensuring they have the appropriate authority or lawful basis to enter and use their customers' information.

4. Service Providers

The application may rely on third-party service providers for functions such as hosting, authentication, database and storage, email delivery, payment processing, application distribution, or other infrastructure.

These providers may process information only as necessary to provide their respective services and according to their own applicable terms and privacy practices.

5. Payment Information

When paid subscriptions are implemented, payments may be processed by an external payment processor or application marketplace.

The application does not directly store full credit-card information.

This Privacy Policy will be updated with the actual payment provider and applicable payment practices when the payment system is implemented.

6. Data Security

Reasonable technical and organizational measures are used to protect information.

However, no internet-based service or electronic storage system can guarantee absolute security.

7. Data Retention and Deletion

Information may be retained for as long as reasonably necessary to provide the service, maintain legitimate business records, comply with applicable obligations, resolve disputes, and enforce agreements.

Users may request deletion of their account and personal data through the contact address published in this policy.

8. Children

The application is intended for business use and is not directed toward children.

The service does not knowingly collect personal information from children in violation of applicable law.

9. User Privacy Rights

Depending on where a user lives, the user may have legal rights concerning personal information, including rights to request access, correction, deletion, or other actions permitted by applicable privacy law.

A contact address for privacy requests will be published here.

10. Changes to This Privacy Policy

This Privacy Policy may be updated when application functionality, service providers, business practices, or legal requirements change.

The current effective date is always displayed at the top of this page.

11. Contact

A support and privacy contact address will be published here.