Frequently Asked Questions

Common setup, invoicing, and payment questions for Profitell users.

Is there a free trial?

Yes. New accounts can start with a trial period. Trial limits and duration can change, so check your current plan details in your account settings.

Why can a payment fail?

Payments can fail due to expired cards, insufficient funds, issuer fraud rules, or incorrect card data. If details are correct, ask the card issuer to approve the charge and try again.

Can I accept online payments?

Yes. Profitell supports Stripe-based payment collection so clients can pay from invoice links when payment settings are enabled.

How do I send an invoice?

Open the invoice, choose Send Email, confirm the recipient, and send. You can also share a public invoice link or download and send PDF manually.

How do I delete an invoice?

Open the invoice actions menu and select Delete Invoice. Deletions are permanent, so archive first if you may need it later.

How does tax calculation work?

Tax lines are applied from your Business Profile province and Admin tax settings. For Canadian provinces, the app can auto-apply GST/HST/QST/PST/RST presets.

Where do I get help quickly?

Use Support > Guides for setup steps, then Support > FAQ for troubleshooting. You can also contact support at info@profitell.com.

Need step-by-step onboarding? Go to Support Guides.