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Frequently asked questions.

Getting started, sending documents, collecting signatures and keeping billing on track. Find the answers here.

Getting started

Is Bookmaker really free?

Yes, for everything you need to bill. The free plan never expires and includes all thirteen document types, unlimited invoices, PDF export, branding, reports and unlimited team members. Pro and Business add recurring invoices, scheduled sends, payment reminders, report exports and higher AI and e-signature limits. Businesses based in Nigeria use every feature free. AI features require administrator setup and are subject to usage limits and provider availability.

Do I need a credit card to sign up?

No. Creating an account asks for your name, email, a password and your organisation's name. You enter card details only if you choose a paid plan, on Stripe's secure checkout page.

How many invoices can I create for free?

As many as you need. Bookmaker does not meter documents, customers, products or team members, so there is no monthly cap to run into.

Can my team use Bookmaker together?

Yes, at no cost. Invite as many colleagues as you like and give each a role: owners and admins manage settings and members, accountants record payments and taxes, sales manage customers and products, operations handle documents, and viewers can look without changing anything.

Do I need to install anything?

No. Bookmaker runs in any modern web browser on a laptop, tablet or phone. There is nothing to download and nothing to keep updated.

Documents and branding

What documents can I create with Bookmaker?

Thirteen types. Ten carry money — invoices, quotations, estimates, proforma invoices, receipts, purchase orders, sales orders, credit notes, debit notes and statements. Three record goods rather than amounts — delivery notes, waybills and packing lists.

Can I download my invoices as PDF?

Yes. Every document renders to a PDF that matches the on-screen sheet exactly, and you can export any selection of documents together as a single ZIP file.

Can I put my own logo and branding on invoices?

Yes. Set your organisation's logo, colours and watermark once under Settings, choose a template per document type, and every document and PDF uses them.

Electronic signatures

Can I send contracts and documents for electronic signature?

Yes. Upload a PDF or Word file, write your own document, use a ready-made agreement, or draft one with AI when enabled. Place fields and invite people to sign together or in a set order. You can also sign a document yourself. Completed requests include a signed PDF and a certificate of completion.

Do my recipients need a Bookmaker account to sign?

No. Recipients open their personal email link and sign in a browser on a phone or computer. They can type, draw or upload their signature. You can add an access code, reminders and an expiry date. Everyone receives the completed PDF once all required signatures are collected.

Can I reuse signing templates or send them in bulk?

Yes. Save a document with its fields, signer roles, message and settings as a reusable signing template. Fill in the people for the next request, or upload a CSV for a bulk send on the Business plan. Each request has its own link and signing record.

Billing, taxes and currencies

Can Bookmaker automate invoices and payment reminders?

On the Pro and Business plans, you can repeat invoices as drafts for review or choose automatic issue and email, schedule eligible documents to send later, and configure payment reminders around due dates. Reminders use the remaining balance and stop once nothing is owed. You can pause or adjust them.

Does Bookmaker handle taxes and multiple currencies?

Yes. Taxes can be inclusive, exclusive or compound, applied per line or per document, and each currency is rounded to its own minor unit so totals match what your accountant expects.

AI assistant

What can the AI assistant help me with?

Ask how to use Bookmaker, work through a problem, or compose a message such as a payment reminder. Saved chats let you return to a conversation. Optional workspace lookup can find matching invoices, customers and products. In Draft a document mode, describe what you need, refine the details and create an editable draft. Your administrator must enable AI first; usage limits and provider availability apply.

Does the AI assistant send documents or change my records?

The assistant never acts on its own. With workspace lookup and payment reminders enabled, it can prepare a reminder action, which runs only after you confirm its card. Document drafting prepares a proposal for you to review. Choosing Create draft saves it in the editor, where you can check the details before issuing or sending. Workspace lookup is off by default; when enabled, limited record summaries are sent to the configured AI provider along with your message.

Can I create a template from a document I already use?

Yes. With AI enabled and template-management permission, upload a PDF, image or Word document to create an editable interpretation of its design, or simply describe the look you want. Review the layout, adjust the blocks and save it as a reusable template. The result may need refinement; it is not a guaranteed exact reproduction of the original.

Ready to get started?

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