Privacy Policy

Last updated: December 15, 2025

This Privacy Policy describes how Better Invoice (“Company,” “We,” “Us,” or “Our”) collects, uses, and discloses Your information when You use the Better Invoice website (betterinvoice.io), Better Invoice application (app.betterinvoice.io), and related services (collectively, the “Services”).

By using the Services, You agree to the collection and use of information in accordance with this Privacy Policy.

1. Interpretation and Definitions

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

“Account” means a unique account created for You to access our Services or parts of our Services.
“Company” (referred to as either “the Company”, “We”, “Us” or “Our” in this Agreement) refers to Better Invoice.
“Services” refers to the Better Invoice website, Better Invoice application, and any related software or services.
“ConnectWise Manage” refers to the third-party professional services automation (PSA) platform that our Services integrate with to generate customized invoices.
“Third-Party Services” refers to external platforms that integrate with our Services, such as ConnectWise Manage.
“Personal Data” is any information that relates to an identified or identifiable individual.
“Usage Data” refers to data collected automatically, either generated by the use of the Services or from the Services infrastructure itself.
“Device” means any device that can access the Services such as a computer, a cellphone, or a digital tablet.
“You” means the individual accessing or using the Services, or the company or other legal entity on behalf of which such individual is accessing or using the Services, as applicable.

2. Information We Collect

Personal Data

When using Our Services, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. This may include:

Email address
First name and last name
Company name

Usage Data

Usage Data is collected automatically when using the Services. This may include Your Device’s Internet Protocol address (IP address), browser type, the pages of our Services that You visit, the time and date of Your visit, and other diagnostic data.

Integration Data

When You connect Better Invoice to ConnectWise Manage, We collect and process data necessary to generate Your invoices, including:

Company names and identifiers from ConnectWise Manage
Invoice data such as line items, amounts, and billing details
Template and branding settings You configure in the application

This Integration Data is necessary to provide the invoice customization features of Better Invoice.

Credentials and API Keys

We collect and securely store API credentials You provide to connect ConnectWise Manage. These credentials are:

Encrypted at rest
Used only to access ConnectWise Manage on Your behalf
Never shared with other users or third parties

3. How We Use Your Information

We use Your information for the following purposes:

To provide and maintain our Services, including generating customized invoices and monitoring performance
To manage Your Account, including registration and access to Service features
To provide invoice customization functionality, including template rendering, branding, and layout preferences
To contact You regarding updates, security notices, or support communications
To respond to Your requests and provide customer support
For analytics and improvement, to understand how our Services are used and improve them
To detect and prevent fraud, abuse, or security issues
To comply with legal obligations

We may share Your information in the following situations:

With Third-Party Services: When You connect ConnectWise Manage, we exchange data with that platform as necessary to generate Your invoices. We only access and share the minimum data required.
With Service Providers: We may share information with third-party vendors who help us operate our Services (e.g., hosting providers, analytics services). These providers are bound by confidentiality agreements.
For Legal Reasons: We may disclose information if required by law, court order, or government request, or to protect our rights, property, or safety.
Business Transfers: In the event of a merger, acquisition, or sale of assets, Your information may be transferred. We will notify You before Your data becomes subject to a different privacy policy.

We do NOT:

Sell Your Personal Data to third parties
Share Your data with other Better Invoice users
Use Your integration data for advertising purposes

5. Data Retention

We retain Your Personal Data only for as long as necessary for the purposes set out in this Privacy Policy, including:

Account Data: Retained while Your account is active and for a reasonable period afterward
Integration Data: Retained while the integration is connected; deleted upon disconnection or account termination
API Credentials: Deleted immediately upon integration disconnection

We may retain certain information longer if required by law or for legitimate business purposes such as resolving disputes.

6. Data Security

We implement appropriate technical and organizational security measures to protect Your data, including:

Encryption of data in transit (TLS/HTTPS)
Encryption of sensitive data at rest
Access controls and authentication
Regular security assessments
Secure credential storage

However, no method of transmission over the Internet or electronic storage is 100% secure. While We strive to protect Your data, We cannot guarantee absolute security.

7. Your Data Rights

Depending on Your location, You may have certain rights regarding Your Personal Data:

Access: Request a copy of Your Personal Data
Correction: Request correction of inaccurate data
Deletion: Request deletion of Your Personal Data
Portability: Request Your data in a portable format
Objection: Object to certain processing of Your data
Restriction: Request restriction of processing

To exercise these rights, contact us at the email address below. We will respond within the timeframe required by applicable law.

8. Cookies and Tracking

We use cookies and similar tracking technologies to track activity on Our Services and store certain information.

Essential Cookies: Required for the Services to function, including authentication and security
Analytics Cookies: Help us understand how visitors use our Services (we use Google Analytics)
Preference Cookies: Remember Your settings and preferences

You can configure Your browser to refuse cookies, but this may limit Your ability to use certain features of the Services.

9. Third-Party Links

Our Services may contain links to other websites not operated by Us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

10. Children’s Privacy

Our Services are not intended for anyone under the age of 18. We do not knowingly collect Personal Data from anyone under 18. If You are a parent or guardian and believe Your child has provided Us with Personal Data, please contact Us.

11. International Data Transfers

Your information may be transferred to and processed in countries other than Your own. These countries may have different data protection laws. By using our Services, You consent to such transfers.

We take steps to ensure that Your data receives adequate protection in accordance with this Privacy Policy.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page and updating the “Last updated” date.

You are advised to review this Privacy Policy periodically. Changes are effective when posted on this page.

13. Contact Us

If you have any questions about this Privacy Policy, You can contact us:

By email: [email protected]
Website: https://betterinvoice.io