Consent: PII Data We Collect
- Main Account User Name
- Main Account User Email
- Company Name (optional)
- Company Website URL (optional)
- Company ID # (optional)
- Company VAT # (optional)
- Company Phone Number (optional)
- Company Mailing Address (optional)
- Account Sub-Users Names & Emails (optional)
- Company Size (optional)
- Company Industry (optional)
- Geo location based on IP address
- Billing Information; last 4 digits of credit card & expiration date, billing address (paid accounts only)
Portability: Exporting Account Data
You are able to export your data in a variety of formats and variables*. When logged in to your account: https://app.invoiceninja.com/settings/import_export
(1) Click “Settings”
(2) Click “Import/Export
(3) Select the format in which you wish to export your data: CSV/XLS/JSON
*You are able to export ALL your data, or selectively:
- Vendor Contacts
Portability: Exporting Documents (Enterprise Plans)
If you are an “Enterprise” level account, you also have the ability to upload documents to invoices, quotations, and proposals.
You can export all your documents in a zip folder as follows:
(1) Navigate to “reports” https://app.invoiceninja.com/reports
(2) Under “Type” select “Document” & a date range according to when the documents were added.
(4) Select “ZIP – Documents” in order to download all documents in their original file type, together within a Zip folder.
(5) Click “Run” to view a list of all the documents in your account.
(6) If everything looks accurate, click “Export” and a Zip folder will download.
Restriction/Erasure: Purging PII Account Data
The below three methods of data purge are final, total, and irreversible.
(1) Account deletion: Login to your account, click “settings.” Next click “Account Management. Here you have the option to “Delete Company.” This will purge all account & company data.
(2) Company data purge (cancellation & deletion): If you have more than 1 company created in your account, you will need to first delete each individual company, before purging &/or deleting your main account. Login to your account, click “settings.” Next click “Account Management. Here you have the option to “Purge Data.” This will purge all account data, but your account login will remain active.
(3) Individual client data purge: If you wish to permanently remove client data from your account (all contact info, invoices, quotes, payments, proposals, and projects), this is done from within the individual client view page. Click on the dropdown menu from “Edit Client” and select “Purge Client.” All contact info, invoices, quotes, payments, proposals, projects will be permanently and irreversibly purged from your account.
The above methods of data purge are final, total, and irreversible.
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Social Login & Open ID
You can also log in to our site using sign-in services such as Facebook Connect or an Open ID provider. These services will authenticate your identity and provide you the option to share certain personal information with us such as your name and email address to pre-populate our sign up form. Services like Facebook Connect give you the option to post information about your activities on this Web site to your profile page to share with others within your network.
Links to other websites
Newsletter & Removal/Objection
Periodically we use your account email contact to send out newsletters announcing new features & functionality for the benefit of your account use.
- You may pre-actively request your email address purged from newsletters by emailing [email protected] or [email protected]
- You may remove yourself at any time by clicking “unsubscribe” from any newsletter email footer to permanently and irreversibly be removed from newsletters.
- The exception will be (non marketing news) legal notifications required by law regarding platform operational status.
Changes to this DPA
Communication & Resolution