Who receives the money when my customer pays an invoice?
Your customer pays you. The charge runs on your Stripe or your PayPal, and that deposit does not come to Kavern Software. The software plan is a separate charge, to Scott Applications LLC.
Do you add a fee to invoice payments?
No. We do not add a platform fee, and we do not add a surcharge. Stripe or PayPal charge their own processing fee on the payment your customer makes to you.
Is there a free trial on every paid plan?
No. A trial or a discount exists only while an admin promotion is turned on. The price on the card is the price, with no trial promised on the card itself.
What can I create?
Invoices, estimates, quotes, contracts, and bills. A paid plan does not cap how many you create. Free allows 3 invoices, 3 estimates, and 3 quotes a month, 1 contract a month, and 3 bills a month. You can download a PDF, print it, email it, and export.
Do I get real books, or only invoices?
From Books up, every invoice, bill, and payment posts to a double-entry ledger. You can open a profit and loss, a balance sheet, a cash flow, and a month-end packet. You can also match a statement file you download. Income on the profit and loss is shown accrual and cash. Free is documents and a shared portal link, with no ledger and no card or PayPal collection.
Do you file my taxes?
No. The tax center is a draft for your CPA. It groups sales tax by the jurisdiction you saved, lists 1099 candidates, and shows a Schedule C grouping. Book depreciation on that screen is the depreciation already posted in your books. It is not a tax form, and Kavern Software does not file it.
Can a customer pay an invoice in steps?
Yes. An invoice, quote, or estimate can carry two to twelve steps, all percents or all dollars. The customer pays what is due now. The invoice still posts once for the full total.
Can a document repeat?
Yes. You turn repeat on from the document. When the next invoice or bill is created, Kavern Software does not email your customer. You send it when you mean to.
What does Books + Jobs add?
Job costing, and the day schedule. An estimate, a bill, and the invoice can belong to the same job, with the budget next to the actual cost. A visit names that job and a person. The hours stay a working figure you copy onto the invoice. The visit does not write the invoice. Clients are not capped. You can add up to 5 people, and each person only opens the areas you turn on.
What do Firm and Unlimited add?
Firm adds closing a month so later edits are refused, and a fixed-asset register, with up to 15 people. Unlimited is those same tools with unlimited people and more file storage. It is not a second company. Neither plan is a phone-support plan. Matching a statement file you download is on Books.
Can my bookkeeper sign in?
On a plan with team members, you invite a person into this company. They see this company. They do not get a stack of other companies, and the invite does not hand them a company of their own. Books is owner only, so a helper starts at Books + Jobs.
How do refunds and canceling work?
Within 14 days of a software plan charge, that charge is refunded in full. After day 14, unused days left in that period are refunded by the day. This applies to plan fees paid to Scott Applications LLC. It does not refund a payment your customer made on an invoice.
What is not included?
No live bank connection, purchase orders, payroll, tax filing, bill pay, inventory, estimating, or hiring. No dispatch map. Support is email, Monday through Friday, 7am to 7pm Central. The product is priced in US dollars for businesses in the United States.