HERE TO HELP
Support.
A little guidance for keeping your work in order.
Get in touch
support@scopefolio.appTell us what you were trying to do, what happened, and your iPhone and app version. A screenshot can help; remove client details and other private information first. Never send payment card details, Apple passwords or verification codes.
Common questions
How do I create my first invoice or estimate?
On the Jobs tab, choose New invoice to start an invoice directly, or New estimate (New quote if you use that heading) to quote first. Enter your business details, client and services, then preview the PDF. Finalize it to keep that exact version. You can convert a saved estimate to an invoice later without retyping.
What is included without Pro?
Your first three jobs include invoices, estimates, revisions, manual payment records, PDF and CSV export, and backups. The fictional sample does not count toward the allowance. Classic is the included PDF template; you can add your logo and payment instructions without Pro. Pro adds unlimited jobs, the Modern and Bold templates, and custom brand color.
How do payment instructions and payment links work?
Add your payment instructions and, if you like, a payment link to your business details. Scopefolio prints them on your invoices. Your client pays you using those instructions or link; Scopefolio does not process or collect payments. Record what you receive so the outstanding balance stays accurate.
How do I change a saved estimate or invoice?
Use Create revision for an estimate or quote. The comparison shows what changed, and the original PDF stays unchanged. A finalized invoice uses a numbered replacement; the old invoice is recorded void and remains in its history.
Does Record payment charge my client?
No. Record payment is for money you have already received outside the app. Correcting or reversing a record changes your local history; it does not move or refund money.
How do I save or restore a backup?
Go to Settings → Backup & restore → Save backup to Files. Keep a copy outside the app. To restore, choose a Scopefolio backup, review the preview and replace current records. Scopefolio saves a recovery copy first. If a backup is rejected, keep the original file and try a known-good copy. Do not delete the app before saving a backup.
Can I use Scopefolio offline?
Drafts, saved history, PDF generation and manual payment records work locally. Sharing through Mail or another provider may need the internet. Apple subscription operations and RevenueCat subscription processing use a network connection; your documents are not sent to RevenueCat. See the privacy policy for details.
What happens when Pro expires?
Existing jobs remain usable, including revisions, invoices, payments, exports and backups. Pro is required for additional new jobs beyond the three-job free allowance and for the Modern and Bold templates and custom brand color. New PDFs use Classic while Pro is inactive; documents you already finalized keep their exact stored PDFs. Apple manages billing and cancellation.
How do I restore or cancel an Apple subscription?
In Settings, open Restore purchases & plan status, or Scopefolio Pro if your plan is active. Choose Restore purchases with the Apple Account used for your purchase. A connection may be required. Use Manage Apple subscriptions on that screen to manage or cancel the plan.
Why did my reminder not appear?
Check Settings → Local reminders, iPhone notification permissions and Focus settings. Reminders are local to the device. Notifications are optional and Scopefolio does not contact your client.
Is Scopefolio available to download?
Scopefolio is being prepared for launch on iPhone. This website shows the working app. A download link will be added when the app is available.