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Help Center
Browse our comprehensive knowledge base with guides, tutorials, and best practices for using PayStream Pro.
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Email Support
Send us an email and we'll respond within 2 hours during business hours.
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Phone Support
Speak directly with our support team. Premium customers get priority 24/7 support.
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Video Tutorials
Watch step-by-step video guides on invoicing, payments, reports, and more.
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Frequently Asked Questions
How do I create my first invoice?
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Creating an invoice is simple! Log in to your dashboard, click "Invoices" in the sidebar, then click "New Invoice". Fill in your customer details, add line items, and click "Save & Send". Your customer will receive a professional invoice via email with a secure payment link.
What payment methods do you accept?
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PayStream Pro integrates with Stripe to accept all major credit cards (Visa, Mastercard, Amex, Discover), debit cards, and ACH bank transfers. We also support Plaid for secure bank account connections and automated transaction syncing.
How does the free trial work?
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We offer a 14-day free trial on all plans. A credit card is required to start, but you won't be charged until your trial ends. You can cancel anytime during the trial period with no charges. All features are fully unlocked during your trial.
Can I import data from QuickBooks or other software?
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Yes! PayStream Pro supports CSV imports for customers, invoices, and expenses. You can export your data from QuickBooks, FreshBooks, or any other accounting software and import it directly into PayStream Pro. Our support team can help with the migration process.
Is my financial data secure?
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Absolutely! We use bank-level 256-bit SSL encryption for all data transmission and storage. Your data is backed up daily, and we're fully compliant with PCI-DSS standards. We never store credit card information on our servers - all payments are processed securely through Stripe.
Can I add team members to my account?
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Yes! Premium plan subscribers can add unlimited team members with customizable permissions. You can control what each team member can see and do - from viewing reports only to creating invoices and managing customers.
What's the difference between Basic and Premium plans?
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Basic ($24.99/mo) includes unlimited invoices, expense tracking, reports, and bank connections. Premium ($74.99/mo) adds AI-powered cash flow forecasting, smart payment reminders, team collaboration, custom branding, recurring invoices, and priority 24/7 support.
How do I cancel my subscription?
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You can cancel anytime from your account settings. Go to Settings → Billing → Cancel Subscription. Your account will remain active until the end of your current billing period. No cancellation fees, no questions asked.