Privacy Policy

Welcome to Invoicer.ca (“Invoicer.ca,” “we,” “us,” or “our”). This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit https://invoicer.ca, create an account, use our invoicing and business management tools, contact us, or otherwise interact with our services (collectively, the “Services”).

We are committed to handling personal information in a transparent and responsible way.

1. Who We Are

Website: https://invoicer.ca

Business name / legal entity: INVOICER.CA

Privacy contact: info@invoicer.ca

Email: info@invoicer.ca

If you have any questions, complaints, or requests about this Privacy Policy or our privacy practices, please contact us using the information above.

2. Scope of This Policy

This Privacy Policy applies to personal information we collect from:

• visitors to our website;
• account holders and subscribers;
• business users who create, send, upload, or manage invoices, estimates, receipts, expenses, reports, contacts, and related records through our Services;
• individuals who contact us for support, sales, or general inquiries; and
• recipients of communications we send on behalf of our users, where applicable.

This Privacy Policy does not apply to third-party websites, platforms, or services that may be linked from our Services. Those third parties have their own terms and privacy policies.

3. Personal Information We Collect

A. Information you provide directly

We may collect information such as:

• your name;
• business name;
• email address;
• phone number;
• mailing or billing address;
• login credentials;
• account preferences and settings;
• subscription and billing details;
• support requests and communications with us; and
• information you upload or enter into the platform, such as invoice details, estimate details, customer or client contact information, line items, pricing, tax information, payment status, notes, attachments, expense information, receipts, and business-related documents or files.

B. Information collected automatically

When you use our website or Services, we may automatically collect:

• IP address;
• browser type and version;
• device type and operating system;
• pages viewed and actions taken;
• dates and times of access;
• referral URLs;
• session and usage data; and
• cookie and similar technology data.

C. Information from third parties

We may receive information from third parties such as:

• payment processors;
• analytics providers;
• authentication providers;
• customer support tools;
• fraud prevention and security providers; and
• integrations you choose to connect to your account.

4. How We Collect Personal Information

We collect personal information:

• directly from you when you register, subscribe, fill in forms, contact us, or use the Services;
• from your use of the platform and website;
• from cookies and similar tracking technologies;
• from service providers and integrations you authorize; and
• from payment or billing providers in connection with subscriptions and transactions.

5. Why We Collect and Use Personal Information

We may collect, use, and disclose personal information for the following purposes:

• to create and manage your account;
• to provide the Services and platform functionality;
• to generate, send, store, and manage invoices, estimates, receipts, reports, and related records;
• to process subscriptions, payments, renewals, and billing;
• to provide customer service and technical support;
• to communicate with you about your account, updates, notices, and service-related messages;
• to personalize and improve the Services;
• to maintain security, detect fraud, prevent abuse, and protect our systems;
• to analyze platform usage and performance;
• to comply with legal, regulatory, tax, accounting, or contractual requirements;
• to enforce our Terms of Service and other policies;
• to send marketing communications, where permitted by law or where you have consented; and
• to carry out any other purpose disclosed to you at the time of collection or otherwise permitted by law.

6. Consent

By using our Services or providing personal information to us, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy, except where applicable law requires a different form of consent or allows processing without consent.

Depending on the circumstances, consent may be express or implied. You may withdraw consent to certain uses of your personal information, subject to legal, contractual, technical, and operational limits. If you withdraw consent, some Services or features may no longer be available to you.

Where required, we will obtain consent for marketing communications and for optional features that involve more sensitive or unexpected uses of data.

7. Customer Data Entered by Users

Our users may store or upload information about their own customers, clients, vendors, or staff in the platform. In many cases, that information is entered and controlled by the account holder using Invoicer.ca.

If you are an end customer of one of our users and believe your personal information has been entered into Invoicer.ca by that user, your request may need to be directed to that user first, since they may control that data in their account. We may assist where appropriate and where permitted by law.

8. Cookies and Similar Technologies

We use cookies and similar technologies to:

• keep you signed in;
• remember your preferences;
• maintain platform performance and security;
• understand how visitors use our website and Services;
• improve content, features, and user experience; and
• measure the effectiveness of advertising or marketing campaigns, if applicable.

You can manage cookies through your browser settings. Blocking some cookies may affect how the Services work.

If we use analytics, heatmaps, advertising pixels, or remarketing tools, you may also be able to opt out through those providers’ settings or industry opt-out tools.

9. Disclosure of Personal Information

We do not sell your personal information for money.

A. Service providers

We may share personal information with trusted third parties who perform services for us, such as:

• hosting and cloud infrastructure;
• payment processing;
• email delivery;
• customer support software;
• analytics;
• authentication and login services;
• security monitoring and fraud prevention;
• backup and storage services; and
• document processing services.

These providers are only given access to the information reasonably necessary to perform services for us and are expected to protect it appropriately.

B. Legal and compliance reasons

We may disclose information where required or permitted by law, including to comply with legal obligations, respond to lawful requests, protect our rights and users, or investigate fraud, abuse, security issues, or violations of our terms.

C. Business transactions

If we are involved in a merger, acquisition, financing, reorganization, asset sale, or similar transaction, personal information may be disclosed as part of that process, subject to appropriate safeguards.

D. With your direction or consent

We may disclose information where you instruct us to do so, or where you have otherwise consented.

10. Payments

If you purchase a subscription or paid feature, payment information may be processed by third-party payment processors such as [Stripe] or another payment provider we use. We generally do not store full payment card details on our own servers.

Your use of any payment processor is also subject to that provider’s own privacy policy and terms.

11. International and Cross-Border Processing

We or our service providers may process or store personal information outside your province or outside Canada, including in jurisdictions where privacy laws may differ from those in your home jurisdiction.

When personal information is transferred to service providers or stored in other jurisdictions, it may be accessible to courts, law enforcement, or regulators in those jurisdictions in accordance with local law.

Where required, we use contractual and other reasonable measures to help protect personal information when it is handled by service providers on our behalf.

12. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, and as needed to:

• provide the Services;
• maintain business and financial records;
• comply with legal, tax, accounting, and regulatory obligations;
• resolve disputes;
• enforce agreements; and
• protect our business and users.

When personal information is no longer required, we will securely delete, anonymize, or de-identify it, subject to applicable legal requirements and legitimate retention needs.

13. Security Safeguards

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against loss, theft, unauthorized access, disclosure, copying, use, modification, or destruction.

These safeguards may include:

• encrypted connections such as HTTPS/TLS;
• access controls and authentication measures;
• least-privilege access practices;
• logging and monitoring;
• backups;
• software updates and patching; and
• vendor review and contractual controls where appropriate.

No method of transmission over the Internet or method of storage is completely secure, so we cannot guarantee absolute security.

14. Confidentiality Incidents and Breach Response

If we become aware of a privacy breach, security breach, or confidentiality incident involving personal information, we will investigate and take reasonable steps to reduce the risk of harm and prevent recurrence.

Where required by applicable law, we will notify affected individuals and/or relevant regulators.

15. Your Privacy Rights

Subject to applicable law and limited exceptions, you may have the right to:

• request access to personal information we hold about you;
• request correction of inaccurate or incomplete personal information;
• withdraw consent to certain uses of your information;
• request deletion of certain information, where applicable;
• ask questions about how your personal information is handled; and
• make a complaint about our privacy practices.

To exercise a privacy right, contact us at: [info@invoicer.ca]

We may need to verify your identity before responding.

16. Marketing Communications

If you subscribe to marketing emails, newsletters, or promotional messages, we may use your contact information to send you those communications. You can unsubscribe at any time by clicking the unsubscribe link in the message or by contacting us.

Even if you opt out of marketing, we may still send you transactional or service-related communications about your account or the Services.

17. AI and Automated Features

We may offer optional AI-powered features to help users analyze records, draft text, organize uploaded documents, summarize business information, classify expenses, or answer questions about data stored in the platform.

If these features are available, we may process content you submit to those features, which could include invoice data, estimate data, expense records, contact details, or uploaded files, solely to provide the requested functionality.

Where appropriate:

• AI features may be optional;
• users may be able to disable or avoid those features;
• we aim to limit the data sent to third-party AI providers to what is reasonably necessary; and
• we may use third-party providers such as [OpenAI], [AWS], or other providers as part of those features.

If AI features are enabled, you should review any output before relying on it for accounting, legal, tax, or business decisions.

18. Children’s Privacy

Our Services are intended for businesses and adults and are not directed to children under the age of 13, or under any higher minimum age required by applicable law. We do not knowingly collect personal information from children through the Services.

If you believe a child has provided personal information to us, contact us and we will take appropriate steps.

19. Third-Party Services and Integrations

Our Services may connect with third-party tools, plugins, or integrations. If you choose to connect a third-party service, we may receive information from that service and may share limited information as needed to support the integration.

Your use of third-party services is governed by those third parties’ own terms and privacy policies.

20. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our Services, technology, service providers, or legal requirements.

When we make changes, we will post the updated version on this page and update the “Last updated” date above. If required, we will provide additional notice.

21. Contact Us