FAQ

Questions,
answered.

Everything you need to know about how Griffio works, what's included, and what it isn't.

Getting started

How do I get started?

Sign up for a free account — no credit card required. Once you're in, add a contact, create your first document, and download or send the PDF. Most people are set up within a few minutes.

Who is Griffio built for?

UK sole traders and small business owners who handle their own admin. If you're juggling invoice templates, client addresses in old emails, and a spreadsheet that's always one edit behind — Griffio is built for you.

Does Griffio replace spreadsheets?

For day-to-day invoicing, quotes, expenses, purchase orders, and client records — yes. Reports are assembled from the work you already do inside Griffio, so there's no spreadsheet to maintain alongside it.

Do I need to install anything?

No. Griffio is a web app — open it in any browser, on any device. There's nothing to download or install.

Documents

What types of documents can I create?

Invoices, quotes, credit notes, debit notes, and purchase orders. All are auto-numbered, branded, and exported as PDFs. On the Pro plan you can also email the PDF directly from Griffio.

Can I convert a quote to an invoice?

Yes — in one click. Once you've won the job, open the quote and convert it. The line items, contact details, and amounts carry over. A new invoice number is assigned automatically.

How does document numbering work?

Griffio assigns numbers automatically in sequence — INV-0001, INV-0002, and so on. You don't have to track what number you're up to or worry about duplicates.

How do I track whether an invoice has been paid?

You update the status yourself. Each document has a status — Draft, Sent, Paid, or Overdue — that you set manually as things progress. Griffio doesn't connect to your bank or receive payments; it's a record-keeping tool, so you're always in control of what the status reflects.

Can clients pay through Griffio?

No. Griffio is for creating, sending, and organising documents. Payment happens directly between you and your client through whatever method you agree — bank transfer, cheque, or anything else. When you receive payment, you mark the invoice as Paid in Griffio.

Can I send the PDF by email from Griffio?

Yes, on the Pro plan. On the Free plan you can export the PDF and send it yourself from your own email client.

Contacts

How do contacts work?

You save a client or supplier once — their name, address, email, and any other details — and Griffio fills those details into every document you create for them afterwards. You never retype the same information.

Can I store both clients and suppliers?

Yes. Both live in the same contact directory and can be used across different document types — clients on invoices and quotes, suppliers on purchase orders.

What happens if a client's address changes?

Update it once on their contact record. All future documents will use the new details. Existing documents you've already created are not changed, so your records stay accurate.

Expenses & reports

How does expense tracking work?

Log an expense by giving it a description, a category, and an amount. That's it. Expenses are categorised and totalled automatically, and they feed straight into your reports. No separate spreadsheet needed.

What categories are available for expenses?

Categories cover common sole trader spending — travel and transport, equipment and tools, software and subscriptions, professional services, office and supplies, and marketing and advertising, among others.

How do reports work?

Reports in Griffio are built continuously from your documents and expenses as you go — there's nothing to run or export. Revenue totals, outstanding payments, and expense breakdowns update whenever you create a document or log an expense.

Are reports a replacement for accounting software?

Not entirely. Griffio gives you a clear picture of your invoicing, what's outstanding, and your spending — which is enough for most day-to-day purposes. For self-assessment, VAT returns, or more complex accounting, you'd still work with an accountant or dedicated accounting software. Griffio makes that easier because your records are already tidy.

Plans & billing

Is there a free plan?

Yes. The Free plan lets you create and download up to 10 invoices or quotes per month, with no credit card required. It's genuinely useful for getting started or for low-volume work.

What does the 10-document limit include?

Invoices and quotes you create each calendar month. Credit notes, debit notes, and purchase orders are available on Pro only and don't count toward a Free limit.

What does Pro include?

Everything — unlimited invoices and quotes, emailing PDFs, purchase orders, credit and debit notes, supplier contacts, expense tracking, line item templates, and reports. £9.99/month, or £8.99/month billed annually.

Can I upgrade or downgrade at any time?

Yes. You can upgrade from Free to Pro at any point, and cancel or downgrade from your account settings whenever you like. No lock-in, no cancellation fee.

What happens to my data if I cancel or downgrade?

All your existing documents and contacts stay intact. You lose the ability to create new documents beyond the Free plan limit, but nothing is deleted.

Is there a long-term contract?

No. Monthly Pro is billed each month. Annual Pro is billed once per year at a ~10% discount. Both can be cancelled at any time.

Still unsure?

The free plan is the quickest answer.

No credit card, no commitment. Sign up, create an invoice, and see whether Griffio fits the way you work — in about two minutes.