Help with ReckonOS.
Short answers to the questions people ask most about ReckonOS: starting a trial, cancelling and refunds, sending invoices and getting paid, tax estimates, and exporting or deleting your data. Each answer links to the page with the details. For anything else, email [email protected] and a person will reply.
Getting started
- How do I start a trial?
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Choose a plan and pay $7. You get every feature for 7 days; on day 7 the plan you picked starts at its listed price unless you cancel first.
- How do I add my logo to invoices?
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Upload it once during onboarding or in Settings. All 15 templates and the PDF use it; without a logo, they show a monogram from your business name.
- Can my accountant join?
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Yes. Invite them with the Accountant role on a free seat. Accountants can open every report.
Plan, billing and refunds
- How do I cancel?
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Go to Settings > Billing, choose Cancel plan, then confirm. You keep access to the end of the trial or the period you paid for.
- How do I get a refund?
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Email [email protected] from the address on your account within 30 days of your first payment, or within 14 days of a yearly renewal. Payments made in cryptocurrency are not refundable.
- Is VAT or sales tax added to my plan?
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It can be, where your country requires it. It is added at checkout and shown before you pay. On payments through Paystack, Flutterwave or crypto, customers in Nigeria pay 7.5% Nigerian VAT and customers elsewhere pay none; Paddle works out the tax on payments it takes.
Invoices and getting paid
- How do clients pay me?
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Each invoice has a private link where your client views, downloads and pays through the gateways you connected, or by bank transfer. The money goes to your own account.
- Which payment gateways can I connect?
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Stripe, Paystack, PayPal, Flutterwave, NOWPayments, CoinPayments, BitPay and CoinGate, through your own accounts: 1, 3 or 8 of them by plan.
- When are reminders sent?
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Three days before the due date, on the day, and 3, 7 and 14 days after. On Pro and Studio they come from your own email domain.
Tax
- Does ReckonOS file my taxes?
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No. It applies published rules to your invoices and estimates what to set aside from each payment, with the rule and its source. Check the numbers with your accountant.
- Which countries’ rules does it apply?
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The United States, the United Kingdom, the EU member states, Canada, Australia and Nigeria, on every plan.
Your data and security
- How do I export my data?
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Settings > Data downloads everything in one zip: CSV, JSON and your invoice PDFs. It works even when a workspace is read-only.
- How do I delete my workspace?
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From Settings > Data. The workspace is erased 30 days later unless you undo it in that time.
- How do I turn on two-step sign-in?
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In your account settings, add an authenticator app and keep the one-time recovery codes somewhere safe.
Still stuck? Email [email protected] for the product or your workspace, or [email protected] for billing. You can also sign in and change your plan yourself in Settings > Billing.