Last updated: September 10, 2026

1. Introduction

Soft Invoice is committed to protecting your privacy. This privacy policy explains how we handle information when you use our invoicing application for macOS.

The essentials have not changed: your business data lives on your Mac, and we have no access to it. There is one exception, described in full in section 5: if you turn on e-invoicing, your invoices are filed with an approved platform, because the law requires it — and only if you turn it on.

2. Information Handled by the Application

This section describes the information Soft Invoice works with. It is entered and kept on your device: we have no access to it and it is never transmitted to us. That is why the application's App Store listing states that no data is collected by the developer — there, "collect" means sending data to the developer or its partners, which we do not do.

Information You Enter

• Profile information: company name, address, contact details, tax identification numbers, logo, handwritten signature and social charge rate that you enter in the application
• Client data: names, addresses, contact details, tax identifiers and electronic invoicing addresses of the clients you record
• Invoicing data: information relating to invoices, quotes and credit notes, line items, amounts and dates
• Expense data: the expenses you record and, if you have turned on e-invoicing, the invoices your suppliers send you through that channel
• Settings: your preferences and configuration choices within the application

Information Handled Automatically

• Subscription status: information about your plan and payment status (handled by Apple)
• Application usage: no analytics or diagnostic data is gathered by Soft Invoice. The application contains no trackers and no third-party data collection SDKs

Authentication Material

• Connection token: if you connect a profile to an approved platform, the access token issued in your name is kept in your Mac's keychain, protected by macOS. There is one per profile, and it is never sent to us

3. Use of Information

We use the information you provide to:

• Deliver the invoicing features of the application
• Produce your invoices in the electronic format your country requires
• File your invoices with the approved platform your profile is connected to, and receive your suppliers' invoices there
• Sync your data through iCloud (if enabled)
• Manage your subscription status
• Provide customer support
• Improve features and the user experience

4. Data Storage and Security

Local Storage

All your business data (invoices, clients, profiles) is stored locally on your device. We store none of your business data on our servers — Soft Invoice has no user accounts and runs no server that would receive your data. The application communicates only with the services described in sections 5 and 8.

iCloud Sync

• If you enable iCloud sync, your data is stored in your personal iCloud account
• iCloud data is encrypted and governed by Apple's privacy policy
• We have no access to your iCloud data

Security Measures

• Your data benefits from the security protections built into macOS (FileVault, sandboxing)
• Data is encrypted in transit and at rest
• Connection tokens are kept in the macOS keychain
• We follow industry-standard security practices
• We have access neither to your business data nor to your account with the approved platform

5. E-invoicing and the Approved Platform

E-invoicing is becoming mandatory country by country across Europe. In several countries, a business-to-business invoice is no longer sent by email: it travels through an official channel, and the tax authority receives its data. This section describes what Soft Invoice does in that context.

This Only Applies If You Turn It On

For the application to file your invoices, you must connect your profile to an approved platform, which takes an explicit action on your part. Until you do, nothing leaves your Mac beyond what you export or send yourself, and the rest of this policy applies unchanged.

The Platform Is Your Provider, Not Ours

Connecting creates an account in your name with the approved platform. It is established through the platform's own consent screen, where you identify yourself; the resulting access token belongs to you and stays on your Mac. The contractual relationship is directly between you and the platform, and would outlive Soft Invoice.

As a result, we do not act as a processor of your data for this operation: the application transmits your invoices from your Mac, with your credentials, without passing through any server of ours. We have access neither to your account nor to the documents filed.

The provider Soft Invoice uses for France is SUPER PDP (superpdp.tech). Its own terms and privacy policy govern what it does with your data once filed.

Filing does not make us a collector of your data: it never reaches us, and the platform is not a partner whose code is embedded in the application. It is your provider, under your account, and your invoices travel straight from your Mac to it.

What Is Transmitted

• Your invoices and credit notes, in full and in the required structured format: your company details, your client's details, line items, amounts, dates, legal notices and payment references
• Your company's identification, at the time of connection, to register it in the official directory — see below
• Your purchases from foreign suppliers, where regulations require them to be reported (e-reporting): the supplier's country, tax identifier, invoice number and amount

This data includes information about your clients and suppliers, including natural persons when you invoice private individuals. You remain the controller of that data under the GDPR; the application is the tool through which you meet a legal obligation.

Directory Registration

When you connect, your company is registered in the official directory of recipients, with its identifier (SIREN or the electronic invoicing address you declared) and its company name. This registration is essential: without it, your suppliers cannot send you an invoice. It makes those details visible to other senders on the network, which is what a directory is for.

What Stays Local

Everything else. Your quotes, expenses, statistics, uninvoiced clients, drafts, logo, signature and settings are never transmitted to the platform.

Legal Basis

Filing your invoices and reporting your purchases rest on compliance with a legal obligation to which your business is subject. The processing of your data by the application itself rests on the performance of our contract with you.

6. Information Sharing

We do not sell, rent or share any of your personal information with third parties, except in the following cases:

• The approved platform: if you have turned on e-invoicing, under the conditions described in section 5
• Apple: for payment processing and subscription management through the App Store
• Legal obligations: where required by law or to protect our legal rights

Beyond these cases, the only data transfers are those you initiate yourself (PDF export, email, sharing).

7. Your Rights

Under the GDPR and applicable regulations, you have the following rights:

• Right of access: your data is directly viewable in the application at any time
• Right to rectification: you can change your data at any time
• Right to erasure: you can delete your data from within the application or by uninstalling it. One exception comes from the law, not from us: an invoice already sent through the official channel can no longer be deleted or modified — it exists at your client's and with the tax authority. It is cancelled by a credit note, which the application issues for you
• Right to portability: you can export your data as PDF or Excel
• Right of control: you can disable iCloud sync at any time in Settings, and end the platform connection from your profile

For data already filed with the approved platform, these rights are exercised with them: we have no access to it and cannot act on your behalf.

8. Third-Party Services

Apple App Store and StoreKit

Subscription payments are processed by Apple, in accordance with Apple's privacy policy.

iCloud (optional)

Cloud sync is optional and entirely under your control, subject to Apple's iCloud privacy policy.

Approved Platform (optional)

Connecting to an approved platform is optional and requires an explicit action on your part. It is described in section 5 and subject to the terms of the provider concerned.

9. Children's Privacy

Soft Invoice is not intended for users under 13. We do not knowingly collect information from children under 13.

10. Data Retention

• Your data stays on your device for as long as you use the application
• iCloud data persists according to your iCloud settings
• Uninstalling the application deletes local data
• Invoices filed with an approved platform are kept there under its own rules and the statutory retention periods for accounting records. They do not disappear if you uninstall the application — which is precisely what makes it possible to recover them on a new Mac
• Subscription history is retained by Apple in accordance with its own policies

11. International Users

Soft Invoice is designed for worldwide use. Your data stays on your device or in your iCloud account, depending on your iCloud data centre region. If you have turned on e-invoicing, filed invoices are processed within the European Union by the approved platform.

12. Changes to This Policy

We may update this privacy policy from time to time. Any change is published on this page with an updated "Last updated" date.

Where a change is substantial — a new category of data, a new recipient, a new purpose — we will tell you before it takes effect, directly in the application. You remain free not to turn on a feature that would involve processing you do not want, and to cancel your subscription at any time from your Apple ID settings.

13. Contact

For any question about this privacy policy or our data protection practices, contact us at: support@softinvoice.app