Profile & Settings
Manage your business details and client list.
Your business details that will appear on invoices.
Add payment details for invoices. Use Quick Add to insert common fields (routing numbers, SWIFT codes, IBANs) or add fully custom label / value fields per account.
No bank accounts added yet.
Add bank details to easily insert them into invoices.
No clients found
Get started by adding your first client. Their details will be saved for easy invoicing.
Create a plain-text backup of your sender profile and client list, or restore data from a previous backup without leaving the browser.
Export backup
Download a `.txt` snapshot of the current sender profile and every saved client.
Includes sender details, default terms, bank accounts, and your client directory.
Useful for device migration, local backups, and restoring profile data later.
Import backup
Upload a `.txt` backup to merge clients into the current workspace and replace the active sender profile.
Existing clients merge by email when available, then by exact name and company.
New clients are added without deleting the rest of your local data.
The backup stays plain text for portability, but the payload is validated before any local data is written.
Sender profile
The imported sender replaces the active business profile so your next invoices use the restored details immediately.
Client merge
Matching clients update in place. Non-matching clients are added as new records and existing unmatched clients remain untouched.
Backup format
The file uses a versioned Tech Invoice Forge text payload so it remains easy to store, inspect, and re-import later.