What Happens to Invoices You Create Without an Account
In this article
You can use Invoice Generator without an account. You can fill in an invoice, save it, download a PDF, and even share a link. Many people work this way for months. But where a guest invoice is stored is quite different from where an account invoice is stored, and knowing that is the easiest way to avoid losing one.
Saving as a Guest Uses Your Browser's Storage
If you're not signed in and click save, the invoice never goes to the server. It's written to your browser's local storage, under a single key that holds a list of your invoices. Each one gets an ID based on the current time, and saving it again replaces the existing entry with the same ID. Your saved-invoices list is read from that same storage.
The benefit is speed and privacy: there's nothing to sign up for, and a saved draft stays on your device. The limitation is that the invoices are tied to that one browser profile. They won't appear on your phone or in another browser on the same computer. Clearing site data, using a private window, or a browser cleanup tool will delete them, and there's no server copy to restore from.
Downloads and Share Links Do Reach the Server
Two guest actions do send the invoice to the server, and you should know about both.
Downloading a PDF records the download. The server stores a log entry for the invoice that was downloaded, with no user or workspace attached, because there isn't one. The PDF is still created in your browser. The log is a record that the download happened.
Creating a share link has to store the invoice on the server, because the person you send it to needs to be able to open it. The link keeps its own copy of the invoice, works for the period you choose (1 to 30 days), and can have a password. This is how a guest can share an invoice the server otherwise never saved.
Signing Up Doesn't Import Your Guest Invoices
Many people assume that creating an account will bring their earlier invoices with it. It doesn't. Once you're signed in, the saved-invoices list loads from your workspace on the server. It no longer reads browser storage, so guest invoices drop out of view. They aren't uploaded or merged automatically.
Signing out clears them. When you sign out, the app removes the local invoice list from that browser, along with your selected workspace. Anything you saved as a guest on that browser before signing in is gone once you sign out.
Moving Guest Invoices into an Account
If you have guest invoices you want to keep and plan to create an account, move them across one at a time before you sign out:
- Before signing in, download a PDF of every guest invoice you want to keep. That gives you a copy that doesn't depend on browser storage.
- After signing in, recreate the invoices you still need to manage, such as unpaid ones or recurring clients, and save them. They're now stored in your workspace and available on any device.
- Check they appear in your saved list before you sign out for the first time.
For paid, finished invoices, the PDFs are usually enough to keep.
What Changes Once You Have an Account
Signed in, saving sends the invoice to your workspace, where it gets an automatic number if numbering is turned on, an entry in its audit history, and recurring scheduling if you've set one up. Your business profile fills in defaults on new invoices, and features that depend on the server become available: the client portal, payment tracking, reminders, and reports. Guest mode is good for a quick one-off invoice. If you invoice regularly, an account means your history stays safe when your browser data doesn't.
Related Articles
How Business Profile Defaults Fill In New Invoices
Your business profile fills in your details, currency, tax rate, payment terms, and design on new blank invoices only. It never changes invoices you've already started, and only workspace admins can edit it.
What Your Client Receives When You Email an Invoice
The email is a short summary with the invoice number, issue date, due date, and total. It doesn't attach the PDF or include a link, and it comes from a no-reply address, so it helps to know what to send with it.
Why Editing an Invoice Doesn't Update a Share Link You Already Sent
A share link stores a copy of the invoice as it was when you created the link. Later edits change your saved invoice, but anyone opening the old link still sees the old version, and so does the QR code on a re-downloaded PDF.
Deleting a Client Doesn't Touch Their Invoices
Saved clients are an address book, not a foreign key — invoices store billing details as their own inline copy, so deleting a client record leaves every invoice you've sent them completely intact.
What Happens When You Convert an Estimate to an Invoice
Converting doesn't turn the estimate into an invoice in place — it creates a brand-new invoice with a new ID and marks the original estimate as converted, permanently linking the two in both directions.
How Bulk "Mark as Paid" Actually Works
Selecting invoices and marking them paid in bulk doesn't edit a status field directly — it records an actual payment for whatever's still outstanding on each one, because a hand-edited status would get silently overwritten otherwise.